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HTLF

Heartland Financial USA, Inc.
HTLF

Delisted

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

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182 hedge funds and large institutions have $1.19B invested in Heartland Financial USA, Inc. in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 58

6% more capital invested

Capital invested by funds: $1.12B → $1.19B (+$71.7M)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more funds holding

Funds holding: 181 → 182 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
182
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
65
Reduced
58
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$24M
2
SEI Investments
SEI Investments
Pennsylvania
+$4.93M
3
EARNEST Partners
EARNEST Partners
Georgia
+$4.29M
4
Millennium Management
Millennium Management
New York
+$4.19M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$3.7M

Top Sellers

Rank Fund Capital Flow
1
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
-$9.74M
2
MI
M3F Inc
Utah
-$7.5M
3
KCM
Kennedy Capital Management
Missouri
-$3.58M
4
BFM
Boothbay Fund Management
New York
-$3.37M
5
CSS
Cubist Systematic Strategies
Connecticut
-$2.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
APP
26
Avantax Planning Partners
Iowa
$6M -$1.24M -28,079 -17%
Millennium Management
27
Millennium Management
New York
$5.85M +$4.19M +94,474 +234%
First Trust Advisors
28
First Trust Advisors
Illinois
$5.67M -$708K -15,979 -11%
Ameriprise
29
Ameriprise
Minnesota
$5.49M -$39.1K -882 -0.7%
SEI Investments
30
SEI Investments
Pennsylvania
$5.33M +$4.93M +111,117 +951%
MFG
31
MidWestOne Financial Group
Iowa
$5.17M – – –
EVM
32
Eaton Vance Management
Massachusetts
$4.82M – – –
PP
33
PrairieView Partners
Minnesota
$4.38M – – –
Swiss National Bank
34
Swiss National Bank
Switzerland
$4.36M +$39.9K +900 +0.9%
Goldman Sachs
35
Goldman Sachs
New York
$4.16M -$322K -7,262 -7%
DADC
36
D.A. Davidson & Co
Montana
$3.88M – – –
GC
37
Guggenheim Capital
Illinois
$3.65M – – –
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$3.46M +$179K +4,038 +5%
AQR Capital Management
39
AQR Capital Management
Connecticut
$3.44M +$1.28M +28,786 +57%
Invesco
40
Invesco
Georgia
$3.3M -$78.9K -1,780 -2%
JP Morgan Chase
41
JP Morgan Chase
New York
$3.2M -$106K -2,382 -3%
MAM
42
Martingale Asset Management
Massachusetts
$3.07M +$313K +7,067 +11%
DDPIC
43
Deroy & Devereaux Private Investment Counsel
Michigan
$2.86M +$3.55K +80 +0.1%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$2.8M +$177K +4,004 +7%
OAM
45
Oppenheimer Asset Management
New York
$2.63M +$62.7K +1,414 +2%
DA
46
Denali Advisors
California
$2.58M +$1.36M +30,780 +107%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$2.49M +$217K +4,900 +9%
Federated Hermes
48
Federated Hermes
Pennsylvania
$2.44M -$6.69K -151 -0.3%
Osaic Holdings
49
Osaic Holdings
Arizona
$2.42M -$31.8K -717 -1%
CS
50
Credit Suisse
Switzerland
$2.41M +$51.9K +1,170 +2%
1
2
3 4 5

HTLF Hedge Fund Activity: Q3 2022 in Review

182 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q3 2022, worth a combined $1.19B — up 6.4% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HTLF positions and 16 closed out — a net gain of 1 holder — while 65 added to existing stakes and 58 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $24M. The largest seller was Mesirow Financial Investment Management - Fixed Income, exiting entirely with an estimated $9.74M sold.

  • 182 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2022, up from 181 in Q2 2022.
  • Funds reported $1.19B of Heartland Financial USA, Inc. stock for Q3 2022, up 6.4% quarter-over-quarter.
  • 17 funds opened new Heartland Financial USA, Inc. positions in Q3 2022 and 16 closed out, a net change of +1 holder.
  • The largest Heartland Financial USA, Inc. buyer in Q3 2022 was Janus Henderson Group, an estimated $24M added.
  • The largest Heartland Financial USA, Inc. seller in Q3 2022 was Mesirow Financial Investment Management - Fixed Income, an estimated $9.74M sold.

Based on aggregated 13F filings for Q3 2022.