HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

HTLF was delisted on the 31st of January, 2025.

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132 hedge funds and large institutions have $597M invested in Heartland Financial USA, Inc. in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
-4
Holders Change %
-2.94%
% of All Funds
3.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
48
Reduced
41
Closed
20
Calls
$500K
Puts
$170K
Net Calls
+$330K
Net Calls Change
+$481K

Top Buyers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$11.7M
2
State Street
2
State Street
Massachusetts
$29.5M
3
Bank of America
3
Bank of America
North Carolina
$8M
4
APP
4
Avantax Planning Partners
Iowa
$5.19M
5
HHC
5
Hutchin Hill Capital
New York
$9.93M

Top Sellers

1
PFC
1
Phocas Financial Corp
California
$4.97M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$4.56M
3
American Century Companies
3
American Century Companies
Missouri
$2.39M
4
DBT
4
Dubuque Bank & Trust
Iowa
$14.9M
5
WCA
5
Waratah Capital Advisors
Ontario, Canada
$282K
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
26
Martingale Asset Management
Massachusetts
$5.76M +$65.9K +1,400 +1%
TCIM
27
TIAA CREF Investment Management
New York
$5.69M -$981K -20,838 -15%
APP
28
Avantax Planning Partners
Iowa
$5.19M +$4.71M +100,043 +995%
PFC
29
Phocas Financial Corp
California
$4.97M -$11.1M -236,103 -69%
Ameriprise
30
Ameriprise
Minnesota
$4.83M +$2.61M +55,448 +118%
Principal Financial Group
31
Principal Financial Group
Iowa
$4.56M -$8.39M -178,051 -65%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$4.53M +$19.5K +413 +0.4%
Credit Agricole
33
Credit Agricole
France
$3.96M – – –
BGIM
34
Brandywine Global Investment Management
Pennsylvania
$3.69M -$177K -3,760 -5%
First Trust Advisors
35
First Trust Advisors
Illinois
$3.43M -$179K -3,797 -5%
PI
36
Putnam Investments
Massachusetts
$3.31M -$1.03M -21,837 -24%
PPA
37
Parametric Portfolio Associates
Washington
$3.12M +$1.06M +22,570 +52%
AIM
38
Artemis Investment Management
United Kingdom
$3.05M – – –
TA
39
Teachers Advisors
New York
$2.73M +$264K +5,604 +11%
NFA
40
Nationwide Fund Advisors
Ohio
$2.52M +$70.3K +1,493 +3%
American Century Companies
41
American Century Companies
Missouri
$2.39M -$3.22M -68,278 -57%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$2.28M +$1.34M +28,523 +144%
Morgan Stanley
43
Morgan Stanley
New York
$2.15M -$620K -13,174 -22%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$2.08M -$369K -7,838 -15%
DDPIC
45
Deroy & Devereaux Private Investment Counsel
Michigan
$2.06M -$18.8K -400 -0.9%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$2.05M -$115K -2,439 -5%
QI
47
QS Investors
New York
$2.04M – – –
BCM
48
BHZ Capital Management
California
$1.83M +$56.6K +1,201 +3%
ClearBridge Investments
49
ClearBridge Investments
New York
$1.82M – – –
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.71M – – –
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