We are live on ! Find out more
HTLF

Heartland Financial USA, Inc.

Delisted

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

73 hedge funds and large institutions have $194M invested in Heartland Financial USA, Inc. in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

1% more funds holding

Funds holding: 7273 (+1)

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less capital invested

Capital invested by funds: $207M → $194M (-$12.5M)

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
5
Increased
27
Reduced
26
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
51
SII Investments
Wisconsin
$246K
BGIM
52
Brandywine Global Investment Management
Pennsylvania
$226K -$3.96K -150 -2%
Renaissance Technologies
53
Renaissance Technologies
New York
$221K -$582K -22,000 -73%
VOYA Investment Management
54
VOYA Investment Management
Georgia
$219K
Citigroup
55
Citigroup
New York
$192K -$176K -6,652 -48%
PAM
56
Panagora Asset Management
Massachusetts
$150K -$76.8K -2,906 -34%
Morgan Stanley
57
Morgan Stanley
New York
$104K +$20.1K +760 +25%
Federated Hermes
58
Federated Hermes
Pennsylvania
$89K -$270K -10,195 -76%
DADC
59
D.A. Davidson & Co
Montana
$40K
Allianz Asset Management
60
Allianz Asset Management
Germany
$32K
U
61
UBS
Switzerland
$31K -$15.6K -591 -34%
Barclays
62
Barclays
United Kingdom
$16K -$5.82K -220 -27%
Teacher Retirement System of Texas
63
Teacher Retirement System of Texas
Texas
$15K +$952 +36 +7%
JFGIW
64
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K
TRCT
65
Tower Research Capital (TRC)
New York
$13K +$12.9K +487 New
BlackRock
66
BlackRock
New York
$11K
Ameriprise
67
Ameriprise
Minnesota
$10K
WAS
68
Winch Advisory Services
Wisconsin
$9K +$9.2K +348 New
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$4K
DA
70
Denali Advisors
California
$4K
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$343 -$7.77K -294 -2%
RFC
72
Russell Frank Company
Washington
-$265K -10,300 Closed
NI
73
Numeric Investors
Massachusetts
-$243K -8,427 Closed
Nomura Holdings
74
Nomura Holdings
Japan
-$206K -7,154 Closed
Wells Fargo
75
Wells Fargo
California
-$5.82K -220 -100%

HTLF Hedge Fund Activity: Q1 2014 in Review

73 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q1 2014, worth a combined $194M — down 6.1% from $207M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new HTLF positions and 4 closed out — a net gain of 1 holder — while 27 added to existing stakes and 26 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $4.44M. The largest seller was Bryn Mawr Capital Management Inc, cutting an estimated $5.93M.

  • 73 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q1 2014, up from 72 in Q4 2013.
  • Funds reported $194M of Heartland Financial USA, Inc. stock for Q1 2014, down 6.1% quarter-over-quarter.
  • 5 funds opened new Heartland Financial USA, Inc. positions in Q1 2014 and 4 closed out, a net change of +1 holder.
  • The largest Heartland Financial USA, Inc. buyer in Q1 2014 was Fidelity Investments, an estimated $4.44M added.
  • The largest Heartland Financial USA, Inc. seller in Q1 2014 was Bryn Mawr Capital Management Inc, an estimated $5.93M sold.

Based on aggregated 13F filings for Q1 2014.