Heartland Financial USA, Inc.
HTLF
HTLF was delisted on the 31st of January, 2025.
76 hedge funds and large institutions have $189M invested in Heartland Financial USA, Inc. in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 6 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 26
1% more capital invested
Capital invested by funds: $188M → $189M (+$1.08M)
0% more funds holding
Funds holding: 76 → 76 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$5.25M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$4.31M |
| 3 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
+$1.9M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.26M |
| 5 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DBT
Dubuque Bank & Trust
Dubuque,
Iowa
|
-$10.9M |
| 2 |
BMCMI
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
-$2.72M |
| 3 |
QCMNJ
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
-$879K |
| 4 |
MA
MUFG Americas
New York
|
-$774K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$549K |
HTLF Hedge Fund Activity: Q3 2013 in Review
76 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q3 2013, worth a combined $189M — up 0.57% from $188M a quarter earlier.
Fund positioning in HTLF was balanced in Q3 2013: 6 funds opened new positions, 6 closed out, 28 added to existing stakes and 26 trimmed.
The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $5.25M. The largest seller was Dubuque Bank & Trust, cutting an estimated $10.9M.
- 76 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $189M of Heartland Financial USA, Inc. stock for Q3 2013, up 0.57% quarter-over-quarter.
- 6 funds opened new Heartland Financial USA, Inc. positions in Q3 2013 and 6 closed out, a net change of 0 holders.
- The largest Heartland Financial USA, Inc. buyer in Q3 2013 was Schroder Investment Management Group, an estimated $5.25M added.
- The largest Heartland Financial USA, Inc. seller in Q3 2013 was Dubuque Bank & Trust, an estimated $10.9M sold.
Based on aggregated 13F filings for Q3 2013.