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HTLF

Heartland Financial USA, Inc.

Delisted

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

149 hedge funds and large institutions have $875M invested in Heartland Financial USA, Inc. in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

29% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 41

24% more capital invested

Capital invested by funds: $704M → $875M (+$172M)

12% more funds holding

Funds holding: 133149 (+16)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
149
Holders Change
+16
Holders Change %
+12.03%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
53
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
26
LSV Asset Management
Illinois
$6.8M -$75.8K -1,500 -1%
Charles Schwab
27
Charles Schwab
California
$6.66M +$222K +4,388 +4%
APP
28
Avantax Planning Partners
Iowa
$6.64M +$202 +4 +0%
MAM
29
Martingale Asset Management
Massachusetts
$6.06M -$500K -9,900 -8%
EVM
30
Eaton Vance Management
Massachusetts
$5.97M
PFC
31
Phocas Financial Corp
California
$5.55M -$221K -4,376 -4%
PP
32
PrairieView Partners
Minnesota
$5.45M +$5.41M +107,109 New
KCM
33
Kennedy Capital Management
Missouri
$5.33M -$2.73M -54,125 -35%
Ameriprise
34
Ameriprise
Minnesota
$5.04M +$117K +2,318 +3%
JP Morgan Chase
35
JP Morgan Chase
New York
$4.99M +$35.3K +698 +0.8%
Goldman Sachs
36
Goldman Sachs
New York
$4.42M +$2.26M +44,701 +119%
TCIM
37
TIAA CREF Investment Management
New York
$4.29M -$483K -9,559 -11%
Morgan Stanley
38
Morgan Stanley
New York
$3.92M +$886K +17,533 +32%
HHC
39
Hutchin Hill Capital
New York
$3.89M -$8.97M -177,548 -71%
First Trust Advisors
40
First Trust Advisors
Illinois
$3.85M +$137K +2,705 +4%
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$3.36M -$441K -8,735 -12%
TA
42
Teachers Advisors
New York
$3.11M +$27.1K +536 +0.9%
Deutsche Bank
43
Deutsche Bank
Germany
$3M +$1.57M +31,144 +126%
AL
44
AJO LP
Pennsylvania
$2.87M +$2.7M +53,456 New
PPA
45
Parametric Portfolio Associates
Washington
$2.79M -$778K -15,400 -23%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$2.56M +$235K +4,661 +11%
DDPIC
47
Deroy & Devereaux Private Investment Counsel
Michigan
$2.33M
Swiss National Bank
48
Swiss National Bank
Switzerland
$2.32M +$273K +5,400 +14%
QI
49
QS Investors
New York
$2.1M -$160K -3,171 -7%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$2.08M -$26.6K -527 -1%

HTLF Hedge Fund Activity: Q4 2017 in Review

149 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q4 2017, worth a combined $875M — up 24% from $704M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HTLF positions and 10 closed out — a net gain of 16 holders — while 53 added to existing stakes and 41 trimmed.

The largest buyer was EARNEST Partners, adding an estimated $35.4M. The largest seller was Hutchin Hill Capital, cutting an estimated $8.97M.

  • 149 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q4 2017, up from 133 in Q3 2017.
  • Funds reported $875M of Heartland Financial USA, Inc. stock for Q4 2017, up 24% quarter-over-quarter.
  • 26 funds opened new Heartland Financial USA, Inc. positions in Q4 2017 and 10 closed out, a net change of +16 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q4 2017 was EARNEST Partners, an estimated $35.4M added.
  • The largest Heartland Financial USA, Inc. seller in Q4 2017 was Hutchin Hill Capital, an estimated $8.97M sold.

Based on aggregated 13F filings for Q4 2017.