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HTLF

Heartland Financial USA, Inc.

Delisted

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

217 hedge funds and large institutions have $1.42B invested in Heartland Financial USA, Inc. in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 68 increasing their positions, 64 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,239% more call options, than puts

Call options by funds: $951K | Put options by funds: $71K

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

29% more capital invested

Capital invested by funds: $1.1B → $1.42B (+$319M)

27% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 41

4% more funds holding

Funds holding: 208217 (+9)

6% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 64

Holders
217
Holders Change
+9
Holders Change %
+4.33%
% of All Funds
3.13%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
52
Increased
68
Reduced
64
Closed
41
Calls
$951K
Puts
$71K
Net Calls
+$880K
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Voloridge Investment Management
26
Voloridge Investment Management
Florida
$11.1M +$5.66M +139,548 +127%
Citigroup
27
Citigroup
New York
$11M +$8.28M +204,190 +471%
Squarepoint
28
Squarepoint
New York
$10.6M +$9.67M +238,485 New
BCM
29
Bridgeway Capital Management
Texas
$9.84M -$1.04M -25,546 -10%
First Trust Advisors
30
First Trust Advisors
Illinois
$9.72M -$977K -24,104 -10%
Wells Fargo
31
Wells Fargo
California
$9.27M +$55.1K +1,358 +0.7%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$9.25M
JP Morgan Chase
33
JP Morgan Chase
New York
$8.54M +$44.4K +1,095 +0.6%
WCMNY
34
Westchester Capital Management (New York)
New York
$7.2M +$6.56M +161,880 New
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$7.14M -$234K -5,771 -3%
Goldman Sachs
36
Goldman Sachs
New York
$7.05M -$6.39M -157,502 -50%
Hotchkis & Wiley Capital Management
37
Hotchkis & Wiley Capital Management
California
$6.95M +$128K +3,160 +2%
SEI Investments
38
SEI Investments
Pennsylvania
$6.73M -$86.3K -2,129 -1%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$6.42M +$285K +7,017 +5%
CCM
40
Chicago Capital Management
Illinois
$5.55M +$5.06M +124,789 New
UBS AM
41
UBS AM
Illinois
$5.34M +$2.94M +72,624 +153%
Invesco
42
Invesco
Georgia
$5.1M -$534K -13,180 -10%
MFG
43
MidWestOne Financial Group
Iowa
$5.09M -$110K -2,708 -2%
UBS Group
44
UBS Group
Switzerland
$4.96M +$1.68M +41,381 +59%
EF
45
Empowered Funds
Pennsylvania
$4.52M -$1.04M -25,546 -20%
Janus Henderson Group
46
Janus Henderson Group
United Kingdom
$4.28M +$3.16M +78,026 +428%
PCM
47
Prelude Capital Management
New York
$4.27M +$3.89M +96,027 New
NIG
48
NFJ Investment Group
Texas
$4.2M -$340K -8,381 -8%
Jane Street
49
Jane Street
New York
$4.14M +$1.24M +30,494 +49%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$3.68M +$90.7K +2,237 +3%

HTLF Hedge Fund Activity: Q2 2024 in Review

217 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q2 2024, worth a combined $1.42B — up 29% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new HTLF positions and 41 closed out — a net gain of 11 holders — while 68 added to existing stakes and 64 trimmed.

The largest buyer was Magnetar Financial, opening a new position worth an estimated $42.5M. The largest seller was BlackRock, cutting an estimated $94.9M.

  • 217 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q2 2024, up from 208 in Q1 2024.
  • Funds reported $1.42B of Heartland Financial USA, Inc. stock for Q2 2024, up 29% quarter-over-quarter.
  • 52 funds opened new Heartland Financial USA, Inc. positions in Q2 2024 and 41 closed out, a net change of +11 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q2 2024 was Magnetar Financial, an estimated $42.5M added.
  • The largest Heartland Financial USA, Inc. seller in Q2 2024 was BlackRock, an estimated $94.9M sold.

Based on aggregated 13F filings for Q2 2024.