Heartland Financial USA, Inc.
HTLF
HTLF was delisted on the 31st of January, 2025.
78 hedge funds and large institutions have $165M invested in Heartland Financial USA, Inc. in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
27% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 22
11% more funds holding
Funds holding: 70 → 78 (+8)
5% less capital invested
Capital invested by funds: $173M → $165M (-$8.49M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$4.55M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.19M |
| 3 |
MCM
Maltese Capital Management
New York
|
+$1.06M |
| 4 |
BCM
Buckhead Capital Management
Atlanta,
Georgia
|
+$860K |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$622K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$5.47M |
| 2 |
DBT
Dubuque Bank & Trust
Dubuque,
Iowa
|
-$3.11M |
| 3 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$1.22M |
| 4 |
BMCMI
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
-$772K |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$723K |
HTLF Hedge Fund Activity: Q3 2014 in Review
78 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q3 2014, worth a combined $165M — down 4.9% from $173M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new HTLF positions and 3 closed out — a net gain of 8 holders — while 28 added to existing stakes and 22 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $4.55M. The largest seller was Putnam Investments, cutting an estimated $5.47M.
- 78 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2014, up from 70 in Q2 2014.
- Funds reported $165M of Heartland Financial USA, Inc. stock for Q3 2014, down 4.9% quarter-over-quarter.
- 11 funds opened new Heartland Financial USA, Inc. positions in Q3 2014 and 3 closed out, a net change of +8 holders.
- The largest Heartland Financial USA, Inc. buyer in Q3 2014 was Wellington Management Group, an estimated $4.55M added.
- The largest Heartland Financial USA, Inc. seller in Q3 2014 was Putnam Investments, an estimated $5.47M sold.
Based on aggregated 13F filings for Q3 2014.