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HTLF

Heartland Financial USA, Inc.

Delisted

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

142 hedge funds and large institutions have $642M invested in Heartland Financial USA, Inc. in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

1% more funds holding

Funds holding: 140142 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 47

10% less capital invested

Capital invested by funds: $715M → $642M (-$72.8M)

Holders
142
Holders Change
+2
Holders Change %
+1.43%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
43
Reduced
47
Closed
13
Calls
$2.39M
Puts
Net Calls
+$2.39M
Net Calls Change
-$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
51
Arrowstreet Capital
Massachusetts
$1.14M +$1.22M +37,877 New
OAM
52
Oppenheimer Asset Management
New York
$1.09M +$243K +7,574 +26%
Russell Investments Group
53
Russell Investments Group
United Kingdom
$1.08M
BCM
54
BHZ Capital Management
California
$1.07M
Invesco
55
Invesco
Georgia
$1.05M -$31.3K -975 -3%
Two Sigma Advisers
56
Two Sigma Advisers
New York
$1.05M -$270K -8,400 -19%
Barclays
57
Barclays
United Kingdom
$1M -$88.4K -2,753 -8%
PPA
58
Parametric Portfolio Associates
Washington
$934K -$313K -9,742 -24%
ZCM
59
Ziegler Capital Management
Illinois
$926K -$23K -717 -2%
DCM
60
Dupont Capital Management
Delaware
$913K -$65.5K -2,039 -6%
UBS AM
61
UBS AM
Illinois
$876K -$13.4K -416 -1%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$857K -$38.1K -1,188 -4%
Jacobs Levy Equity Management
63
Jacobs Levy Equity Management
New Jersey
$845K -$138K -4,302 -13%
JP Morgan Chase
64
JP Morgan Chase
New York
$830K +$38K +1,185 +5%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$829K +$89.2K +2,778 +11%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$718K
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$705K +$755K +23,519 New
Morgan Stanley
68
Morgan Stanley
New York
$652K -$406K -12,647 -37%
AIG
69
American International Group
New York
$623K -$15.2K -473 -2%
BL
70
BCWM LLC
Kansas
$611K +$654K +20,373 New
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$606K -$16.9K -527 -3%
Legal & General Group
72
Legal & General Group
United Kingdom
$589K -$44.7K -1,391 -7%
US Bancorp
73
US Bancorp
Minnesota
$587K -$191K -5,957 -23%
Deutsche Bank
74
Deutsche Bank
Germany
$587K +$45.8K +1,425 +8%
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$553K -$289K -9,009 -33%

HTLF Hedge Fund Activity: Q3 2020 in Review

142 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q3 2020, worth a combined $642M — down 10% from $715M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HTLF positions and 13 closed out — a net gain of 3 holders — while 43 added to existing stakes and 47 trimmed.

The largest buyer was EARNEST Partners, adding an estimated $6.58M. The largest seller was BlackRock, cutting an estimated $5.56M.

  • 142 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2020, up from 140 in Q2 2020.
  • Funds reported $642M of Heartland Financial USA, Inc. stock for Q3 2020, down 10% quarter-over-quarter.
  • 16 funds opened new Heartland Financial USA, Inc. positions in Q3 2020 and 13 closed out, a net change of +3 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q3 2020 was EARNEST Partners, an estimated $6.58M added.
  • The largest Heartland Financial USA, Inc. seller in Q3 2020 was BlackRock, an estimated $5.56M sold.

Based on aggregated 13F filings for Q3 2020.