HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

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

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137 hedge funds and large institutions have $852M invested in Heartland Financial USA, Inc. in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 53 reducing their positions, and 21 closing their positions.

Holders
137
Holders Change
-2
Holders Change %
-1.44%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
38
Reduced
53
Closed
21
Calls
$2.46M
Puts
–
Net Calls
+$2.46M
Net Calls Change
-$2.1M

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$60.6M
2
BlackRock
2
BlackRock
New York
$99M
3
Stifel Financial
3
Stifel Financial
Missouri
$12.2M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$55M
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$16.5M

Top Sellers

1
State Street
1
State Street
Massachusetts
$32.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$71.1M
3
DBT
3
Dubuque Bank & Trust
Iowa
$72.7M
4
WC
4
Walthausen & Co
New York
$4.94M
5
Wells Fargo
5
Wells Fargo
California
$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$5.03M +$1.13M +25,788 +29%
WC
27
Walthausen & Co
New York
$4.94M -$3.57M -81,220 -42%
EVM
28
Eaton Vance Management
Massachusetts
$4.89M – – –
PP
29
PrairieView Partners
Minnesota
$4.71M – – –
MAM
30
Martingale Asset Management
Massachusetts
$4.7M -$502K -11,417 -10%
Morgan Stanley
31
Morgan Stanley
New York
$4.67M +$2.2M +49,972 +89%
Credit Agricole
32
Credit Agricole
France
$4.57M – – –
PFC
33
Phocas Financial Corp
California
$4.09M -$93.3K -2,123 -2%
AQR Capital Management
34
AQR Capital Management
Connecticut
$3.28M -$1.57M -35,720 -32%
TCIM
35
TIAA CREF Investment Management
New York
$3.18M -$52K -1,184 -2%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$3.15M -$113K -2,566 -3%
Ameriprise
37
Ameriprise
Minnesota
$3.03M -$91.8K -2,089 -3%
TA
38
Teachers Advisors
New York
$2.88M +$98.1K +2,232 +4%
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$2.42M -$3.43K -78 -0.1%
Swiss National Bank
40
Swiss National Bank
Switzerland
$2.41M +$264K +6,000 +12%
Goldman Sachs
41
Goldman Sachs
New York
$2.3M +$1.28M +29,198 +127%
Invesco
42
Invesco
Georgia
$2.05M +$1.06M +24,066 +107%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$2.02M +$51.3K +1,167 +3%
PCM
44
Piermont Capital Management
Missouri
$1.92M – – –
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$1.92M +$550K +12,507 +40%
AllianceBernstein
46
AllianceBernstein
Tennessee
$1.85M -$65.9K -1,500 -3%
DDPIC
47
Deroy & Devereaux Private Investment Counsel
Michigan
$1.81M -$70.3K -1,600 -4%
IA
48
IndexIQ Advisors
New York
$1.74M -$142K -3,222 -8%
ClearBridge Investments
49
ClearBridge Investments
New York
$1.68M -$2.9K -66 -0.2%
QI
50
QS Investors
New York
$1.63M – – –
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