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HTLF

Heartland Financial USA, Inc.
HTLF

Delisted

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

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142 hedge funds and large institutions have $642M invested in Heartland Financial USA, Inc. in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

1% more funds holding

Funds holding: 140 → 142 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

9% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 47

10% less capital invested

Capital invested by funds: $715M → $642M (-$72.8M)

Holders
142
Holders Change
+2
Holders Change %
+1.43%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
43
Reduced
47
Closed
13
Calls
$2.39M
Puts
–
Net Calls
+$2.39M
Net Calls Change
-$2.25M

Top Buyers

Rank Fund Capital Flow
1
EARNEST Partners
EARNEST Partners
Georgia
+$6.58M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$6.53M
3
MFG
MidWestOne Financial Group
Iowa
+$4.22M
4
Millennium Management
Millennium Management
New York
+$3.86M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.87M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$5.56M
2
MCM
Maltese Capital Management
New York
-$4.28M
3
N
Nuveen
North Carolina
-$4.02M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$2.33M
5
State Street
State Street
Massachusetts
-$1.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
26
MidWestOne Financial Group
Iowa
$3.94M +$4.22M +131,487 New
EVM
27
Eaton Vance Management
Massachusetts
$3.34M – – –
WC
28
Walthausen & Co
New York
$2.82M +$418K +13,020 +16%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$2.51M +$146K +4,555 +6%
GC
30
Guggenheim Capital
Illinois
$2.5M – – –
AI
31
Accredited Investors
Minnesota
$2.4M – – –
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$2.34M -$986K -30,700 -28%
Swiss National Bank
33
Swiss National Bank
Switzerland
$2.25M +$38.5K +1,200 +2%
First Trust Advisors
34
First Trust Advisors
Illinois
$1.82M +$511K +15,906 +36%
ICM
35
Islay Capital Management
Texas
$1.73M -$161K -5,000 -8%
MCM
36
Maltese Capital Management
New York
$1.67M -$4.28M -133,179 -71%
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$1.59M -$74.8K -2,330 -4%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$1.58M – – –
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$1.56M -$274K -8,533 -14%
Federated Hermes
40
Federated Hermes
Pennsylvania
$1.53M -$246K -7,648 -13%
UBS Group
41
UBS Group
Switzerland
$1.5M +$764K +23,810 +91%
ECM
42
ExodusPoint Capital Management
New York
$1.49M +$1.14M +35,489 +249%
MAM
43
Martingale Asset Management
Massachusetts
$1.48M -$80.2K -2,497 -5%
DPI
44
Diversified Portfolios Inc
Michigan
$1.43M – – –
CS
45
Credit Suisse
Switzerland
$1.41M -$74.2K -2,312 -5%
AQR Capital Management
46
AQR Capital Management
Connecticut
$1.38M -$203K -6,314 -12%
AllianceBernstein
47
AllianceBernstein
Tennessee
$1.35M -$12.6K -392 -0.9%
DDPIC
48
Deroy & Devereaux Private Investment Counsel
Michigan
$1.3M +$24.1K +750 +2%
NAS
49
Nicolet Advisory Services
Wisconsin
$1.26M – – –
ClearBridge Investments
50
ClearBridge Investments
New York
$1.16M -$546 -17 -0%
1
2
3 4 5

HTLF Hedge Fund Activity: Q3 2020 in Review

142 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q3 2020, worth a combined $642M — down 10% from $715M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HTLF positions and 13 closed out — a net gain of 3 holders — while 43 added to existing stakes and 47 trimmed.

The largest buyer was EARNEST Partners, adding an estimated $6.58M. The largest seller was BlackRock, cutting an estimated $5.56M.

  • 142 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2020, up from 140 in Q2 2020.
  • Funds reported $642M of Heartland Financial USA, Inc. stock for Q3 2020, down 10% quarter-over-quarter.
  • 16 funds opened new Heartland Financial USA, Inc. positions in Q3 2020 and 13 closed out, a net change of +3 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q3 2020 was EARNEST Partners, an estimated $6.58M added.
  • The largest Heartland Financial USA, Inc. seller in Q3 2020 was BlackRock, an estimated $5.56M sold.

Based on aggregated 13F filings for Q3 2020.