HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

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

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208 hedge funds and large institutions have $1.1B invested in Heartland Financial USA, Inc. in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 79 reducing their positions, and 31 closing their positions.

Holders
208
Holders Change
-9
Holders Change %
-4.15%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
60
Reduced
79
Closed
31
Calls
$53K
Puts
$403K
Net Calls
-$350K
Net Calls Change
-$121K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$49.2M
2
SCA
2
Stieven Capital Advisors
Missouri
$13.9M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$7.31M
4
Franklin Resources
4
Franklin Resources
California
$7.05M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$77.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.8M
2
FL
2
Fourthstone LLC
Missouri
$0
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$19.3M
4
BlackRock
4
BlackRock
New York
$202M
5
Millennium Management
5
Millennium Management
New York
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$7.05M +$6.25M +177,909 +781%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$6.71M -$505K -14,377 -7%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$5.85M +$2.13M +60,528 +57%
SEI Investments
29
SEI Investments
Pennsylvania
$5.4M +$185K +5,262 +4%
Hotchkis & Wiley Capital Management
30
Hotchkis & Wiley Capital Management
California
$5.38M +$2.35M +66,820 +77%
MCM
31
Maltese Capital Management
New York
$5.32M +$3.74M +106,400 +236%
DA
32
Denali Advisors
California
$4.92M -$143K -4,070 -3%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$4.83M +$103K +2,921 +2%
Invesco
34
Invesco
Georgia
$4.5M +$1.51M +42,834 +50%
EF
35
Empowered Funds
Pennsylvania
$4.47M +$338K +9,615 +8%
Assenagon Asset Management
36
Assenagon Asset Management
Luxembourg
$4.44M -$2.91M -82,891 -40%
Osaic Holdings
37
Osaic Holdings
Arizona
$4.34M -$281K -7,991 -6%
MFG
38
MidWestOne Financial Group
Iowa
$4.12M -$53K -1,509 -1%
Prudential Financial
39
Prudential Financial
New Jersey
$4.09M -$2.52M -71,630 -38%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$3.96M -$489K -13,900 -11%
Voloridge Investment Management
41
Voloridge Investment Management
Florida
$3.87M +$2.43M +69,171 +169%
PP
42
PrairieView Partners
Minnesota
$3.77M – – –
NIG
43
NFJ Investment Group
Texas
$3.62M -$165K -4,690 -4%
Ameriprise
44
Ameriprise
Minnesota
$3.37M +$237K +6,732 +8%
Barclays
45
Barclays
United Kingdom
$3.33M -$807K -22,947 -19%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$2.83M -$187K -5,327 -6%
ONB
47
Old National Bancorp
Indiana
$2.81M – – –
Swiss National Bank
48
Swiss National Bank
Switzerland
$2.81M – – –
DDPIC
49
Deroy & Devereaux Private Investment Counsel
Michigan
$2.67M +$72.7K +2,070 +3%
UBS Group
50
UBS Group
Switzerland
$2.47M -$541K -15,389 -18%
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