Heartland Financial USA, Inc.
HTLF
HTLF was delisted on the 31st of January, 2025.
179 hedge funds and large institutions have $830M invested in Heartland Financial USA, Inc. in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 57 reducing their positions, and 35 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 57
7% less funds holding
Funds holding: 193 → 179 (-14)
27% less capital invested
Capital invested by funds: $1.14B → $830M (-$311M)
40% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 35
47% less call options, than puts
Call options by funds: $25K | Put options by funds: $47K
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$12.6M |
| 2 |
BlackRock
New York
|
+$6.07M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$5.69M |
| 4 |
Morgan Stanley
New York
|
+$5.23M |
| 5 |
Goldman Sachs
New York
|
+$4.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$17.6M |
| 2 |
EARNEST Partners
Atlanta,
Georgia
|
-$15.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$12.5M |
| 4 |
MIIM
Mesirow Institutional Investment Management
Chicago,
Illinois
|
-$6.9M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
-$5.31M |
HTLF Hedge Fund Activity: Q2 2023 in Review
179 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q2 2023, worth a combined $830M — down 27% from $1.14B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of HTLF and 21 opened new positions — a net loss of 14 holders — while 57 trimmed existing stakes and 72 added.
The largest buyer was Millennium Management, adding an estimated $12.6M. The largest seller was Janus Henderson Group, cutting an estimated $17.6M.
- 179 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q2 2023, down from 193 in Q1 2023.
- Funds reported $830M of Heartland Financial USA, Inc. stock for Q2 2023, down 27% quarter-over-quarter.
- 21 funds opened new Heartland Financial USA, Inc. positions in Q2 2023 and 35 closed out, a net change of -14 holders.
- The largest Heartland Financial USA, Inc. buyer in Q2 2023 was Millennium Management, an estimated $12.6M added.
- The largest Heartland Financial USA, Inc. seller in Q2 2023 was Janus Henderson Group, an estimated $17.6M sold.
Based on aggregated 13F filings for Q2 2023.