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HTLF

Heartland Financial USA, Inc.

Delisted

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

149 hedge funds and large institutions have $875M invested in Heartland Financial USA, Inc. in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 41 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

29% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 41

24% more capital invested

Capital invested by funds: $704M → $875M (+$172M)

12% more funds holding

Funds holding: 133149 (+16)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
149
Holders Change
+16
Holders Change %
+12.03%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
53
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
51
ClearBridge Investments
New York
$2.08M -$1.01K -20 -0.1%
MCM
52
Maltese Capital Management
New York
$1.88M +$1.77M +35,000 New
PCM
53
Piermont Capital Management
Missouri
$1.84M
US Bancorp
54
US Bancorp
Minnesota
$1.79M +$242K +4,799 +17%
American Century Companies
55
American Century Companies
Missouri
$1.78M +$661K +13,084 +65%
BCM
56
BHZ Capital Management
California
$1.74M -$322K -6,367 -16%
GC
57
Guggenheim Capital
Illinois
$1.58M -$141K -2,798 -9%
AllianceBernstein
58
AllianceBernstein
Tennessee
$1.55M
IA
59
IndexIQ Advisors
New York
$1.51M +$548K +10,845 +62%
CS
60
Credit Suisse
Switzerland
$1.51M -$399K -7,894 -22%
Credit Agricole
61
Credit Agricole
France
$1.45M +$657K +13,000 +93%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$1.43M -$212K -4,195 -14%
Bessemer Group
63
Bessemer Group
New Jersey
$1.42M -$485K -9,600 -27%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$1.3M +$1.06M +20,984 +635%
ZIM
65
Zacks Investment Management
Illinois
$1.25M +$441K +8,721 +60%
SAM
66
Shell Asset Management
Netherlands
$1.19M
Invesco
67
Invesco
Georgia
$1.18M +$29.9K +592 +3%
RA
68
Royce & Associates
New York
$1.17M -$126K -2,502 -10%
ZCM
69
Zebra Capital Management
Connecticut
$1.15M -$509K -10,080 -32%
SCM
70
Sterling Capital Management
North Carolina
$1.07M
Two Sigma Advisers
71
Two Sigma Advisers
New York
$1.03M -$20.2K -400 -2%
CCG
72
Chatham Capital Group
Georgia
$1M +$10.1K +200 +1%
Citigroup
73
Citigroup
New York
$975K +$269K +5,317 +41%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$964K -$455 -9 -0.1%
FQ
75
First Quadrant
California
$953K +$898K +17,765 New

HTLF Hedge Fund Activity: Q4 2017 in Review

149 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q4 2017, worth a combined $875M — up 24% from $704M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HTLF positions and 10 closed out — a net gain of 16 holders — while 53 added to existing stakes and 41 trimmed.

The largest buyer was EARNEST Partners, adding an estimated $35.4M. The largest seller was Hutchin Hill Capital, cutting an estimated $8.97M.

  • 149 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q4 2017, up from 133 in Q3 2017.
  • Funds reported $875M of Heartland Financial USA, Inc. stock for Q4 2017, up 24% quarter-over-quarter.
  • 26 funds opened new Heartland Financial USA, Inc. positions in Q4 2017 and 10 closed out, a net change of +16 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q4 2017 was EARNEST Partners, an estimated $35.4M added.
  • The largest Heartland Financial USA, Inc. seller in Q4 2017 was Hutchin Hill Capital, an estimated $8.97M sold.

Based on aggregated 13F filings for Q4 2017.