We are live on ! Find out more
HTLF

Heartland Financial USA, Inc.

Delisted

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

140 hedge funds and large institutions have $1.12B invested in Heartland Financial USA, Inc. in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 40

14% more capital invested

Capital invested by funds: $989M → $1.12B (+$136M)

0% more funds holding

Funds holding: 140140 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

Holders
140
Holders Change
Holders Change %
0%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
50
Reduced
40
Closed
14
Calls
$4.56M
Puts
Net Calls
+$4.56M
Net Calls Change
+$674K
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
26
Martingale Asset Management
Massachusetts
$6.88M +$374K +6,300 +6%
AI
27
Accredited Investors
Minnesota
$6.69M -$797K -13,428 -10%
EVM
28
Eaton Vance Management
Massachusetts
$6.46M
AQR Capital Management
29
AQR Capital Management
Connecticut
$6.4M -$3.16M -53,135 -33%
Credit Agricole
30
Credit Agricole
France
$6.04M +$4.28M +72,000 +225%
PP
31
PrairieView Partners
Minnesota
$6.03M
PFC
32
Phocas Financial Corp
California
$5.53M -$107K -1,794 -2%
First Trust Advisors
33
First Trust Advisors
Illinois
$5.14M +$688K +11,583 +15%
JP Morgan Chase
34
JP Morgan Chase
New York
$4.3M +$2.26K +38 +0.1%
TCIM
35
TIAA CREF Investment Management
New York
$4.27M -$317K -5,330 -7%
Ameriprise
36
Ameriprise
Minnesota
$4.13M +$55.4K +933 +1%
Deutsche Bank
37
Deutsche Bank
Germany
$3.73M +$328K +5,528 +9%
TA
38
Teachers Advisors
New York
$3.67M +$66.6K +1,122 +2%
Morgan Stanley
39
Morgan Stanley
New York
$3.27M -$742K -12,497 -18%
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$3.2M +$13.1K +220 +0.4%
LSV Asset Management
41
LSV Asset Management
Illinois
$2.9M -$2.54M -42,717 -46%
Swiss National Bank
42
Swiss National Bank
Switzerland
$2.83M +$113K +1,900 +4%
PPA
43
Parametric Portfolio Associates
Washington
$2.81M -$558K -9,397 -16%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$2.6M -$8.67K -146 -0.3%
PCM
45
Piermont Capital Management
Missouri
$2.54M +$359K +6,040 +16%
AllianceBernstein
46
AllianceBernstein
Tennessee
$2.52M
IA
47
IndexIQ Advisors
New York
$2.49M +$96.1K +1,618 +4%
DDPIC
48
Deroy & Devereaux Private Investment Counsel
Michigan
$2.48M -$22.6K -380 -0.9%
ClearBridge Investments
49
ClearBridge Investments
New York
$2.23M -$2.67K -45 -0.1%
RA
50
Royce & Associates
New York
$2.22M

HTLF Hedge Fund Activity: Q3 2018 in Review

140 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q3 2018, worth a combined $1.12B — up 14% from $989M a quarter earlier.

Fund positioning in HTLF was balanced in Q3 2018: 14 funds opened new positions, 14 closed out, 50 added to existing stakes and 40 trimmed.

The largest buyer was Vanguard Group, adding an estimated $39.7M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $21.1M sold.

  • 140 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $1.12B of Heartland Financial USA, Inc. stock for Q3 2018, up 14% quarter-over-quarter.
  • 14 funds opened new Heartland Financial USA, Inc. positions in Q3 2018 and 14 closed out, a net change of 0 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q3 2018 was Vanguard Group, an estimated $39.7M added.
  • The largest Heartland Financial USA, Inc. seller in Q3 2018 was Allianz Asset Management, an estimated $21.1M sold.

Based on aggregated 13F filings for Q3 2018.