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HTLF

Heartland Financial USA, Inc.
HTLF

Delisted

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

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131 hedge funds and large institutions have $356M invested in Heartland Financial USA, Inc. in 2016 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

148% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 23

28% more capital invested

Capital invested by funds: $279M → $356M (+$77.6M)

13% more funds holding

Funds holding: 116 → 131 (+15)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
131
Holders Change
+15
Holders Change %
+12.93%
% of All Funds
3.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
57
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFC
Phocas Financial Corp
California
+$8.48M
2
KCM
Kennedy Capital Management
Missouri
+$2.53M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.99M
4
QI
QS Investors
New York
+$1.83M
5
American Century Companies
American Century Companies
Missouri
+$1.79M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$4.18M
2
NAP
New Amsterdam Partners
New York
-$3.08M
3
OSAM
O'Shaughnessy Asset Management
Connecticut
-$2.56M
4
Morgan Stanley
Morgan Stanley
New York
-$1.48M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
51
Parametric Portfolio Associates
Washington
$1.05M +$162K +4,849 +20%
Swiss National Bank
52
Swiss National Bank
Switzerland
$1.03M +$83.6K +2,500 +9%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$972K -$84.9K -2,541 -8%
EA
54
Emerald Acquisition
Washington
$970K +$918K +27,473 New
ZCM
55
Zebra Capital Management
Connecticut
$964K +$430K +12,858 +89%
MERSOM
56
Municipal Employees' Retirement System of Michigan
Michigan
$945K – – –
Allianz Asset Management
57
Allianz Asset Management
Germany
$855K +$809K +24,210 New
Morgan Stanley
58
Morgan Stanley
New York
$831K -$1.48M -44,409 -65%
SAM
59
Shell Asset Management
Netherlands
$828K -$44.7K -1,338 -5%
Two Sigma Advisers
60
Two Sigma Advisers
New York
$801K +$23.4K +700 +3%
BCM
61
BHZ Capital Management
California
$753K +$344K +10,300 +93%
BCM
62
Buckhead Capital Management
Georgia
$751K -$156K -4,658 -18%
Two Sigma Investments
63
Two Sigma Investments
New York
$715K +$431K +12,881 +175%
PI
64
Putnam Investments
Massachusetts
$697K -$3.44K -103 -0.5%
SSG
65
Summit Securities Group
New York
$686K +$649K +19,430 New
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$643K -$333K -9,968 -35%
Invesco
67
Invesco
Georgia
$643K -$7.52K -225 -1%
Ameriprise
68
Ameriprise
Minnesota
$636K -$2.64K -79 -0.4%
SCM
69
Sterling Capital Management
North Carolina
$620K – – –
Goldman Sachs
70
Goldman Sachs
New York
$584K +$553K +16,541 New
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$579K +$548K +16,395 New
ZIM
72
Zacks Investment Management
Illinois
$575K +$545K +16,298 New
MLICM
73
Metropolitan Life Insurance Company (MetLife)
New York
$573K +$106K +3,162 +24%
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$568K +$273K +8,161 +103%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$521K +$77.7K +2,324 +19%
1 2
3
4 5

HTLF Hedge Fund Activity: Q2 2016 in Review

131 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q2 2016, worth a combined $356M — up 28% from $279M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HTLF positions and 10 closed out — a net gain of 16 holders — while 57 added to existing stakes and 23 trimmed.

The largest buyer was Phocas Financial Corp, opening a new position worth an estimated $8.48M. The largest seller was Financial Counselors Inc, cutting an estimated $4.18M.

  • 131 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q2 2016, up from 116 in Q1 2016.
  • Funds reported $356M of Heartland Financial USA, Inc. stock for Q2 2016, up 28% quarter-over-quarter.
  • 26 funds opened new Heartland Financial USA, Inc. positions in Q2 2016 and 10 closed out, a net change of +16 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q2 2016 was Phocas Financial Corp, an estimated $8.48M added.
  • The largest Heartland Financial USA, Inc. seller in Q2 2016 was Financial Counselors Inc, an estimated $4.18M sold.

Based on aggregated 13F filings for Q2 2016.