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 $703M invested in Heartland Financial USA, Inc. in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
–
Holders Change %
0%
% of All Funds
3.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
51
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DBT
1
Dubuque Bank & Trust
Iowa
$77.9M
2
Bank of America
2
Bank of America
North Carolina
$14.5M
3
EVM
3
Eaton Vance Management
Massachusetts
$5.5M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$4.96M
5
SAM
5
Sentinel Asset Management
Vermont
$4.94M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$710K
2
Credit Agricole
2
Credit Agricole
France
$692K
3
AIM
3
Artemis Investment Management
United Kingdom
$0
4
PI
4
Putnam Investments
Massachusetts
$1.02M
5
State Street
5
State Street
Massachusetts
$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
26
Martingale Asset Management
Massachusetts
$6.07M +$24.7K +500 +0.4%
Charles Schwab
27
Charles Schwab
California
$5.92M -$1.2M -24,237 -17%
EVM
28
Eaton Vance Management
Massachusetts
$5.5M +$5.5M +111,235 New
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$4.96M +$4.96M +100,432 New
SAM
30
Sentinel Asset Management
Vermont
$4.94M +$4.94M +100,069 New
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$4.56M -$198K -4,000 -4%
Ameriprise
32
Ameriprise
Minnesota
$4.52M -$540K -10,939 -11%
TCIM
33
TIAA CREF Investment Management
New York
$4.42M -$1.54M -31,267 -26%
BGIM
34
Brandywine Global Investment Management
Pennsylvania
$3.53M -$343K -6,939 -9%
First Trust Advisors
35
First Trust Advisors
Illinois
$3.41M -$178K -3,605 -5%
PPA
36
Parametric Portfolio Associates
Washington
$3.33M +$54.7K +1,107 +2%
TA
37
Teachers Advisors
New York
$2.84M -$25.5K -517 -0.9%
Morgan Stanley
38
Morgan Stanley
New York
$2.74M +$487K +9,855 +22%
NFA
39
Nationwide Fund Advisors
Ohio
$2.25M -$398K -8,066 -15%
DDPIC
40
Deroy & Devereaux Private Investment Counsel
Michigan
$2.15M -$9.88K -200 -0.5%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$2.13M -$49.4K -1,000 -2%
QI
42
QS Investors
New York
$2.09M -$51K -1,032 -2%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$1.94M -$211K -4,261 -10%
BCM
44
BHZ Capital Management
California
$1.92M +$4.89K +99 +0.3%
ClearBridge Investments
45
ClearBridge Investments
New York
$1.91M – – –
Swiss National Bank
46
Swiss National Bank
Switzerland
$1.87M +$79K +1,600 +4%
Goldman Sachs
47
Goldman Sachs
New York
$1.86M +$773K +15,656 +71%
Bessemer Group
48
Bessemer Group
New Jersey
$1.78M – – –
CS
49
Credit Suisse
Switzerland
$1.78M +$371K +7,515 +26%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.71M -$681K -13,787 -29%
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