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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 $1.18B invested in Heartland Financial USA, Inc. in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 63 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more call options, than puts

Call options by funds: $195K | Put options by funds: $42K

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

5% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 60

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% less capital invested

Capital invested by funds: $1.19B → $1.18B (-$2.13M)

2% less funds holding

Funds holding: 182 → 179 (-3)

Holders
179
Holders Change
-3
Holders Change %
-1.65%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
63
Reduced
60
Closed
19
Calls
$195K
Puts
$42K
Net Calls
+$153K
Net Calls Change
+$153K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$24.3M
2
EARNEST Partners
EARNEST Partners
Georgia
+$13.4M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.87M
4
Morgan Stanley
Morgan Stanley
New York
+$5.21M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$3.59M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$24.4M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$7.35M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$6.54M
4
DADC
D.A. Davidson & Co
Montana
-$3.88M
5
GC
Guggenheim Capital
Illinois
-$3.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
APP
26
Avantax Planning Partners
Iowa
$6.4M -$52.2K -1,105 -0.8%
Goldman Sachs
27
Goldman Sachs
New York
$6.33M +$1.88M +39,860 +42%
MFG
28
MidWestOne Financial Group
Iowa
$5.57M +$15.2K +322 +0.3%
SEI Investments
29
SEI Investments
Pennsylvania
$5.27M -$461K -9,751 -8%
First Trust Advisors
30
First Trust Advisors
Illinois
$4.82M -$1.3M -27,546 -21%
Swiss National Bank
31
Swiss National Bank
Switzerland
$4.77M +$89.8K +1,900 +2%
Ameriprise
32
Ameriprise
Minnesota
$4.73M -$1.19M -25,167 -20%
PP
33
PrairieView Partners
Minnesota
$4.38M – – –
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$3.96M +$240K +5,086 +6%
DA
35
Denali Advisors
California
$3.89M +$1.13M +23,928 +40%
AQR Capital Management
36
AQR Capital Management
Connecticut
$3.83M +$129K +2,737 +3%
Invesco
37
Invesco
Georgia
$3.48M -$63.7K -1,347 -2%
JP Morgan Chase
38
JP Morgan Chase
New York
$3.22M -$226K -4,777 -6%
Barclays
39
Barclays
United Kingdom
$3.08M +$611K +12,920 +24%
DDPIC
40
Deroy & Devereaux Private Investment Counsel
Michigan
$3.08M +$2.36K +50 +0.1%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$3.03M +$16.5K +350 +0.5%
MAM
42
Martingale Asset Management
Massachusetts
$3M -$296K -6,252 -9%
OAM
43
Oppenheimer Asset Management
New York
$2.65M -$186K -3,934 -6%
Osaic Holdings
44
Osaic Holdings
Arizona
$2.57M -$33.4K -707 -1%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$2.49M +$30.5K +645 +1%
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$2.44M -$79.4K -1,680 -3%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$2.44M -$246K -5,200 -9%
AI
48
Accredited Investors
Minnesota
$2.34M -$118K -2,500 -5%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$2.13M -$97.2K -2,057 -4%
AllianceBernstein
50
AllianceBernstein
Tennessee
$2.1M +$61.5K +1,300 +3%
1
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HTLF Hedge Fund Activity: Q4 2022 in Review

179 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q4 2022, worth a combined $1.18B — down 0.18% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new HTLF positions and 19 closed out — a net gain of 1 holder — while 63 added to existing stakes and 60 trimmed.

The largest buyer was BlackRock, adding an estimated $24.3M. The largest seller was Janus Henderson Group, cutting an estimated $24.4M.

  • 179 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q4 2022, down from 182 in Q3 2022.
  • Funds reported $1.18B of Heartland Financial USA, Inc. stock for Q4 2022, down 0.18% quarter-over-quarter.
  • 20 funds opened new Heartland Financial USA, Inc. positions in Q4 2022 and 19 closed out, a net change of +1 holder.
  • The largest Heartland Financial USA, Inc. buyer in Q4 2022 was BlackRock, an estimated $24.3M added.
  • The largest Heartland Financial USA, Inc. seller in Q4 2022 was Janus Henderson Group, an estimated $24.4M sold.

Based on aggregated 13F filings for Q4 2022.