HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

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

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158 hedge funds and large institutions have $889M invested in Heartland Financial USA, Inc. in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 6 closing their positions.

Holders
158
Holders Change
+16
Holders Change %
+11.27%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
46
Reduced
57
Closed
6
Calls
$1.85M
Puts
–
Net Calls
+$1.85M
Net Calls Change
-$542K

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$55.1M
2
BlackRock
2
BlackRock
New York
$106M
3
Millennium Management
3
Millennium Management
New York
$10.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$100M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.53M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$37.8M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$0
3
MCM
3
Maltese Capital Management
New York
$0
4
ECM
4
ExodusPoint Capital Management
New York
$452K
5
UBS Group
5
UBS Group
Switzerland
$745K
Name Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
51
ClearBridge Investments
New York
$1.55M -$10.9K -270 -0.7%
MAM
52
Martingale Asset Management
Massachusetts
$1.46M -$533K -13,200 -27%
OAM
53
Oppenheimer Asset Management
New York
$1.37M -$88.8K -2,199 -6%
Russell Investments Group
54
Russell Investments Group
United Kingdom
$1.26M -$198K -4,912 -14%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$1.25M +$134K +3,309 +12%
UBS AM
56
UBS AM
Illinois
$1.24M +$64.4K +1,595 +5%
PPA
57
Parametric Portfolio Associates
Washington
$1.24M -$20.6K -511 -2%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$1.22M +$897K +22,209 +276%
Deutsche Bank
59
Deutsche Bank
Germany
$1.13M +$337K +8,356 +43%
Two Sigma Advisers
60
Two Sigma Advisers
New York
$1.11M -$303K -7,500 -21%
ZCM
61
Ziegler Capital Management
Illinois
$1.1M -$142K -3,514 -11%
CIC
62
Cornercap Investment Counsel
Georgia
$1.02M +$282K +5,665 +38%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$992K +$39K +965 +4%
Jacobs Levy Equity Management
64
Jacobs Levy Equity Management
New Jersey
$979K -$158K -3,916 -14%
BCM
65
BHZ Capital Management
California
$973K -$468K -11,599 -32%
Creative Planning
66
Creative Planning
Kansas
$863K +$863K +21,375 New
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$843K +$26.3K +652 +3%
BL
68
BCWM LLC
Kansas
$822K – – –
Skandinaviska Enskilda Banken (SEB)
69
Skandinaviska Enskilda Banken (SEB)
Sweden
$799K +$799K +19,800 New
US Bancorp
70
US Bancorp
Minnesota
$791K +$726 +18 +0.1%
Legal & General Group
71
Legal & General Group
United Kingdom
$768K -$25K -619 -3%
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$766K +$21.4K +529 +3%
American Century Companies
73
American Century Companies
Missouri
$749K +$749K +18,553 New
UBS Group
74
UBS Group
Switzerland
$745K -$1.27M -31,455 -63%
SAM
75
Shell Asset Management
Netherlands
$726K – – –
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