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HTLF

Heartland Financial USA, Inc.

Delisted

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

136 hedge funds and large institutions have $605M invested in Heartland Financial USA, Inc. in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 43

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

1% more capital invested

Capital invested by funds: $596M → $605M (+$8.74M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 140136 (-4)

61% less call options, than puts

Call options by funds: $95K | Put options by funds: $246K

Holders
136
Holders Change
-4
Holders Change %
-2.86%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
47
Reduced
43
Closed
22
Calls
$95K
Puts
$246K
Net Calls
-$151K
Net Calls Change
-$55K
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
51
Federated Hermes
Pennsylvania
$1.85M -$441K -9,152 -20%
Swiss National Bank
52
Swiss National Bank
Switzerland
$1.81M
Bank of America
53
Bank of America
North Carolina
$1.79M +$1.32M +27,286 +322%
Bessemer Group
54
Bessemer Group
New Jersey
$1.78M +$28.9K +600 +2%
WCA
55
Waratah Capital Advisors
Ontario, Canada
$1.71M +$1.65M +34,247 New
Russell Investments Group
56
Russell Investments Group
United Kingdom
$1.66M -$520K -10,777 -25%
AllianceBernstein
57
AllianceBernstein
Tennessee
$1.63M
ZCM
58
Zebra Capital Management
Connecticut
$1.58M -$5.93K -123 -0.4%
US Bancorp
59
US Bancorp
Minnesota
$1.47M +$637K +13,200 +81%
Two Sigma Advisers
60
Two Sigma Advisers
New York
$1.43M -$111K -2,300 -7%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$1.42M +$91.7K +1,901 +7%
CS
62
Credit Suisse
Switzerland
$1.4M -$120K -2,481 -8%
GC
63
Guggenheim Capital
Illinois
$1.35M +$14.3K +296 +1%
Connor, Clark & Lunn Investment Management (CC&L)
64
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.2M -$42.2K -875 -4%
SAM
65
Shell Asset Management
Netherlands
$1.14M +$1.1M +22,746 New
CAM
66
ClariVest Asset Management
California
$1.05M +$9.64K +200 +1%
SCM
67
Sterling Capital Management
North Carolina
$992K
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$988K -$1.63M -33,743 -63%
Axa
69
Axa
France
$939K +$439K +9,100 +94%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$884K +$110K +2,277 +15%
BPM
71
Bowling Portfolio Management
Ohio
$840K +$58.4K +1,210 +8%
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$827K -$648K -13,447 -45%
MLICM
73
Metropolitan Life Insurance Company (MetLife)
New York
$782K -$28.1K -583 -4%
ZIM
74
Zacks Investment Management
Illinois
$726K -$28.1K -582 -4%
AIG
75
American International Group
New York
$697K +$64.3K +1,333 +11%

HTLF Hedge Fund Activity: Q1 2017 in Review

136 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q1 2017, worth a combined $605M — up 1.5% from $596M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HTLF positions and 22 closed out — a net gain of 2 holders — while 47 added to existing stakes and 43 trimmed.

The largest buyer was BlackRock, adding an estimated $69.7M. The largest seller was Dubuque Bank & Trust, cutting an estimated $61.3M.

  • 136 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q1 2017, down from 140 in Q4 2016.
  • Funds reported $605M of Heartland Financial USA, Inc. stock for Q1 2017, up 1.5% quarter-over-quarter.
  • 24 funds opened new Heartland Financial USA, Inc. positions in Q1 2017 and 22 closed out, a net change of +2 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q1 2017 was BlackRock, an estimated $69.7M added.
  • The largest Heartland Financial USA, Inc. seller in Q1 2017 was Dubuque Bank & Trust, an estimated $61.3M sold.

Based on aggregated 13F filings for Q1 2017.