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HTLF

Heartland Financial USA, Inc.
HTLF

Delisted

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

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193 hedge funds and large institutions have $1.14B invested in Heartland Financial USA, Inc. in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 94 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 39

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

52% more call options, than puts

Call options by funds: $146K | Put options by funds: $96K

8% more funds holding

Funds holding: 179 → 193 (+14)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less capital invested

Capital invested by funds: $1.18B → $1.14B (-$43.3M)

Holders
193
Holders Change
+14
Holders Change %
+7.82%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
94
Reduced
39
Closed
15
Calls
$146K
Puts
$96K
Net Calls
+$50K
Net Calls Change
-$103K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$24.6M
2
Millennium Management
Millennium Management
New York
+$15.3M
3
EARNEST Partners
EARNEST Partners
Georgia
+$7.45M
4
CSS
Cubist Systematic Strategies
Connecticut
+$6.34M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.56M

Top Sellers

Rank Fund Capital Flow
1
FCI
Financial Counselors Inc
Kansas
-$6.22M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$6.08M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.13M
4
Prudential Financial
Prudential Financial
New Jersey
-$1.67M
5
Norges Bank
Norges Bank
Norway
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$6.4M -$166K -3,610 -2%
CSS
27
Cubist Systematic Strategies
Connecticut
$5.31M +$6.34M +138,326 New
APP
28
Avantax Planning Partners
Iowa
$5.27M +$321 +7 +0%
SEI Investments
29
SEI Investments
Pennsylvania
$5.16M +$989K +21,574 +19%
First Trust Advisors
30
First Trust Advisors
Illinois
$4.87M +$1.09M +23,730 +23%
MFG
31
MidWestOne Financial Group
Iowa
$4.55M -$36.7K -800 -0.7%
PP
32
PrairieView Partners
Minnesota
$4.38M – – –
Ameriprise
33
Ameriprise
Minnesota
$4.17M +$341K +7,437 +7%
JP Morgan Chase
34
JP Morgan Chase
New York
$4.1M +$1.74M +37,862 +55%
BGIM
35
Brandywine Global Investment Management
Pennsylvania
$4M +$2.37M +51,719 +99%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$3.92M +$793K +17,301 +20%
Swiss National Bank
37
Swiss National Bank
Switzerland
$3.51M -$495K -10,800 -11%
Invesco
38
Invesco
Georgia
$3.43M +$681K +14,843 +20%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$3.42M +$1.69M +36,800 +70%
DA
40
Denali Advisors
California
$3.35M +$174K +3,800 +5%
Barclays
41
Barclays
United Kingdom
$3.26M +$868K +18,925 +29%
DDPIC
42
Deroy & Devereaux Private Investment Counsel
Michigan
$2.66M +$151K +3,285 +5%
OAM
43
Oppenheimer Asset Management
New York
$2.61M +$513K +11,183 +20%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$2.56M +$82.8K +1,806 +3%
MAM
45
Martingale Asset Management
Massachusetts
$2.51M +$48.4K +1,055 +2%
AQR Capital Management
46
AQR Capital Management
Connecticut
$2.38M -$922K -20,099 -24%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$2.36M +$2.37M +51,740 +533%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$2.31M +$2.55M +55,639 +1,228%
Osaic Holdings
49
Osaic Holdings
Arizona
$2.23M +$144K +3,142 +6%
Citadel Advisors
50
Citadel Advisors
Florida
$2.08M +$2.49M +54,327 New
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HTLF Hedge Fund Activity: Q1 2023 in Review

193 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q1 2023, worth a combined $1.14B — down 3.7% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new HTLF positions and 15 closed out — a net gain of 14 holders — while 94 added to existing stakes and 39 trimmed.

The largest buyer was BlackRock, adding an estimated $24.6M. The largest seller was Financial Counselors Inc, cutting an estimated $6.22M.

  • 193 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q1 2023, up from 179 in Q4 2022.
  • Funds reported $1.14B of Heartland Financial USA, Inc. stock for Q1 2023, down 3.7% quarter-over-quarter.
  • 29 funds opened new Heartland Financial USA, Inc. positions in Q1 2023 and 15 closed out, a net change of +14 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q1 2023 was BlackRock, an estimated $24.6M added.
  • The largest Heartland Financial USA, Inc. seller in Q1 2023 was Financial Counselors Inc, an estimated $6.22M sold.

Based on aggregated 13F filings for Q1 2023.