We are live on ! Find out more
HTLF

Heartland Financial USA, Inc.
HTLF

Delisted

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

Back to rankings

217 hedge funds and large institutions have $1.16B invested in Heartland Financial USA, Inc. in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 62 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

31% more capital invested

Capital invested by funds: $888M → $1.16B (+$273M)

13% more funds holding

Funds holding: 192 → 217 (+25)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

21% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 78

78% less call options, than puts

Call options by funds: $64K | Put options by funds: $293K

Holders
217
Holders Change
+25
Holders Change %
+13.02%
% of All Funds
3.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
44
Increased
62
Reduced
78
Closed
16
Calls
$64K
Puts
$293K
Net Calls
-$229K
Net Calls Change
-$541K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$12.6M
2
FL
Fourthstone LLC
Missouri
+$7.63M
3
JP Morgan Chase
JP Morgan Chase
New York
+$3.43M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.16M
5
American Century Companies
American Century Companies
Missouri
+$2.98M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$8.49M
2
EARNEST Partners
EARNEST Partners
Georgia
-$3.28M
3
GCP
GSA Capital Partners
United Kingdom
-$2.85M
4
APP
Avantax Planning Partners
Iowa
-$2.59M
5
Osaic Holdings
Osaic Holdings
Arizona
-$2.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$7.35M -$748K -23,677 -11%
Prudential Financial
27
Prudential Financial
New Jersey
$7.07M -$1.56M -49,225 -21%
SEI Investments
28
SEI Investments
Pennsylvania
$5.58M -$42.2K -1,335 -0.9%
DA
29
Denali Advisors
California
$5.42M +$3.95K +125 +0.1%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$5.06M -$238K -7,537 -5%
Osaic Holdings
31
Osaic Holdings
Arizona
$4.94M -$2.38M -75,175 -36%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$4.76M -$578K -18,300 -13%
MFG
33
MidWestOne Financial Group
Iowa
$4.46M – – –
Barclays
34
Barclays
United Kingdom
$4.43M +$724K +22,912 +24%
EF
35
Empowered Funds
Pennsylvania
$4.42M +$1.23M +38,790 +49%
Millennium Management
36
Millennium Management
New York
$4.24M -$8.49M -268,698 -70%
NIG
37
NFJ Investment Group
Texas
$4.05M -$531K -16,807 -14%
PP
38
PrairieView Partners
Minnesota
$4.03M – – –
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$3.99M +$418K +13,238 +14%
PFC
40
Phocas Financial Corp
California
$3.46M +$27.8K +879 +1%
Ameriprise
41
Ameriprise
Minnesota
$3.35M -$797K -25,222 -22%
Hotchkis & Wiley Capital Management
42
Hotchkis & Wiley Capital Management
California
$3.25M -$94.8K -3,000 -3%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$3.23M -$33.2K -1,052 -1%
UBS Group
44
UBS Group
Switzerland
$3.22M +$927K +29,338 +52%
Invesco
45
Invesco
Georgia
$3.2M +$242K +7,661 +10%
ONB
46
Old National Bancorp
Indiana
$3.01M +$2.53M +80,000 New
Swiss National Bank
47
Swiss National Bank
Switzerland
$3.01M -$284K -9,000 -10%
EC
48
EJF Capital
Virginia
$2.84M +$996K +31,500 +71%
DDPIC
49
Deroy & Devereaux Private Investment Counsel
Michigan
$2.77M -$92K -2,910 -4%
N
50
Numerai
California
$2.76M -$1.69M -53,416 -42%
1
2
3 4 5

HTLF Hedge Fund Activity: Q4 2023 in Review

217 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q4 2023, worth a combined $1.16B — up 31% from $888M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new HTLF positions and 16 closed out — a net gain of 28 holders — while 62 added to existing stakes and 78 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.6M. The largest seller was Millennium Management, cutting an estimated $8.49M.

  • 217 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q4 2023, up from 192 in Q3 2023.
  • Funds reported $1.16B of Heartland Financial USA, Inc. stock for Q4 2023, up 31% quarter-over-quarter.
  • 44 funds opened new Heartland Financial USA, Inc. positions in Q4 2023 and 16 closed out, a net change of +28 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q4 2023 was Morgan Stanley, an estimated $12.6M added.
  • The largest Heartland Financial USA, Inc. seller in Q4 2023 was Millennium Management, an estimated $8.49M sold.

Based on aggregated 13F filings for Q4 2023.