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HTLF

Heartland Financial USA, Inc.

Delisted

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

175 hedge funds and large institutions have $1.24B invested in Heartland Financial USA, Inc. in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

46% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 46

40% more capital invested

Capital invested by funds: $889M → $1.24B (+$352M)

11% more funds holding

Funds holding: 158175 (+17)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
175
Holders Change
+17
Holders Change %
+10.76%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
67
Reduced
46
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
26
MidWestOne Financial Group
Iowa
$6.6M -$4.7K -100 -0.1%
JP Morgan Chase
27
JP Morgan Chase
New York
$6.57M +$2.56M +54,513 +72%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$5.99M -$4.37M -92,969 -44%
EVM
29
Eaton Vance Management
Massachusetts
$5.59M
Ameriprise
30
Ameriprise
Minnesota
$5.57M -$683K -14,527 -12%
Citadel Advisors
31
Citadel Advisors
Florida
$5.42M +$2.14M +45,613 +73%
PP
32
PrairieView Partners
Minnesota
$4.89M
Morgan Stanley
33
Morgan Stanley
New York
$4.84M +$417K +8,871 +10%
WC
34
Walthausen & Co
New York
$4.73M +$157K +3,340 +4%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$4.47M +$2.76M +58,665 +194%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$4.33M +$1.56M +33,200 +63%
GC
37
Guggenheim Capital
Illinois
$4.2M
Swiss National Bank
38
Swiss National Bank
Switzerland
$3.81M +$37.6K +800 +1%
Barclays
39
Barclays
United Kingdom
$3.75M +$1.59M +33,762 +83%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$3.05M -$919K -19,551 -24%
AI
41
Accredited Investors
Minnesota
$2.88M -$444K -9,438 -14%
Invesco
42
Invesco
Georgia
$2.67M +$611K +12,988 +32%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$2.63M
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$2.59M -$240K -5,112 -9%
Federated Hermes
45
Federated Hermes
Pennsylvania
$2.57M
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$2.53M -$117K -2,486 -5%
PPA
47
Parametric Portfolio Associates
Washington
$2.5M +$896K +19,059 +62%
AQR Capital Management
48
AQR Capital Management
Connecticut
$2.49M +$190K +4,049 +9%
DPI
49
Diversified Portfolios Inc
Michigan
$2.4M
AllianceBernstein
50
AllianceBernstein
Tennessee
$2.26M +$376 +8 +0%

HTLF Hedge Fund Activity: Q1 2021 in Review

175 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q1 2021, worth a combined $1.24B — up 40% from $889M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HTLF positions and 13 closed out — a net gain of 20 holders — while 67 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $45.9M. The largest seller was Northern Trust, cutting an estimated $8.14M.

  • 175 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q1 2021, up from 158 in Q4 2020.
  • Funds reported $1.24B of Heartland Financial USA, Inc. stock for Q1 2021, up 40% quarter-over-quarter.
  • 33 funds opened new Heartland Financial USA, Inc. positions in Q1 2021 and 13 closed out, a net change of +20 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q1 2021 was BlackRock, an estimated $45.9M added.
  • The largest Heartland Financial USA, Inc. seller in Q1 2021 was Northern Trust, an estimated $8.14M sold.

Based on aggregated 13F filings for Q1 2021.