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HTLF

Heartland Financial USA, Inc.
HTLF

Delisted

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

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179 hedge funds and large institutions have $1.23B invested in Heartland Financial USA, Inc. in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

32% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 47

3% more funds holding

Funds holding: 173 → 179 (+6)

3% more capital invested

Capital invested by funds: $1.19B → $1.23B (+$39.2M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
179
Holders Change
+6
Holders Change %
+3.47%
% of All Funds
3.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
62
Reduced
47
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$18.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$4.62M
3
PFC
Phocas Financial Corp
California
+$4.59M
4
MI
M3F Inc
Utah
+$2.99M
5
Bank of America
Bank of America
North Carolina
+$2.12M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$6.35M
2
Goldman Sachs
Goldman Sachs
New York
-$5.29M
3
State Street
State Street
Massachusetts
-$4.89M
4
EARNEST Partners
EARNEST Partners
Georgia
-$2.71M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
EVM
26
Eaton Vance Management
Massachusetts
$5.35M – – –
PP
27
PrairieView Partners
Minnesota
$4.89M – – –
PFC
28
Phocas Financial Corp
California
$4.75M +$4.59M +98,853 New
Barclays
29
Barclays
United Kingdom
$4.46M +$595K +12,825 +16%
Swiss National Bank
30
Swiss National Bank
Switzerland
$4.26M +$18.6K +400 +0.5%
GC
31
Guggenheim Capital
Illinois
$4.01M – – –
WC
32
Walthausen & Co
New York
$3.7M -$477K -10,277 -12%
Grantham, Mayo, Van Otterloo & Co (GMO)
33
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.16M +$812K +17,500 +36%
American Century Companies
34
American Century Companies
Missouri
$3.12M +$1.27M +27,324 +73%
MI
35
M3F Inc
Utah
$3.1M +$2.99M +64,364 New
Morgan Stanley
36
Morgan Stanley
New York
$3.08M +$1.03M +22,219 +53%
AQR Capital Management
37
AQR Capital Management
Connecticut
$3.07M +$37.2K +801 +1%
Osaic Holdings
38
Osaic Holdings
Arizona
$3.04M +$2.07M +44,696 +240%
Invesco
39
Invesco
Georgia
$2.96M +$141K +3,029 +5%
MAM
40
Martingale Asset Management
Massachusetts
$2.94M +$729K +15,702 +34%
DDPIC
41
Deroy & Devereaux Private Investment Counsel
Michigan
$2.94M +$906K +19,520 +47%
Citadel Advisors
42
Citadel Advisors
Florida
$2.88M +$479K +10,317 +21%
AI
43
Accredited Investors
Minnesota
$2.76M – – –
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$2.75M -$86.3K -1,860 -3%
Federated Hermes
45
Federated Hermes
Pennsylvania
$2.75M +$276K +5,948 +12%
ECM
46
ExodusPoint Capital Management
New York
$2.72M -$540K -11,631 -17%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$2.72M +$242K +5,221 +10%
OAM
48
Oppenheimer Asset Management
New York
$2.71M +$26.2K +565 +1%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$2.66M +$62.1K +1,338 +2%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$2.63M -$39.3K -846 -2%
1
2
3 4 5

HTLF Hedge Fund Activity: Q3 2021 in Review

179 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q3 2021, worth a combined $1.23B — up 3.3% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new HTLF positions and 14 closed out — a net gain of 8 holders — while 62 added to existing stakes and 47 trimmed.

The largest buyer was BlackRock, adding an estimated $18.3M. The largest seller was Northern Trust, cutting an estimated $6.35M.

  • 179 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2021, up from 173 in Q2 2021.
  • Funds reported $1.23B of Heartland Financial USA, Inc. stock for Q3 2021, up 3.3% quarter-over-quarter.
  • 22 funds opened new Heartland Financial USA, Inc. positions in Q3 2021 and 14 closed out, a net change of +8 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q3 2021 was BlackRock, an estimated $18.3M added.
  • The largest Heartland Financial USA, Inc. seller in Q3 2021 was Northern Trust, an estimated $6.35M sold.

Based on aggregated 13F filings for Q3 2021.