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HTLF

Heartland Financial USA, Inc.

Delisted

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

175 hedge funds and large institutions have $1.24B invested in Heartland Financial USA, Inc. in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

46% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 46

40% more capital invested

Capital invested by funds: $889M → $1.24B (+$352M)

11% more funds holding

Funds holding: 158175 (+17)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
175
Holders Change
+17
Holders Change %
+10.76%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
67
Reduced
46
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
51
Russell Investments Group
United Kingdom
$2.23M +$629K +13,376 +43%
PAM
52
Panagora Asset Management
Massachusetts
$2.23M +$1.5M +31,842 +256%
OAM
53
Oppenheimer Asset Management
New York
$2.16M +$419K +8,904 +26%
DDPIC
54
Deroy & Devereaux Private Investment Counsel
Michigan
$2.12M -$93.3K -1,985 -4%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$1.98M +$402K +8,542 +28%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$1.97M +$1.44M +30,603 +359%
ClearBridge Investments
57
ClearBridge Investments
New York
$1.93M +$1.41K +30 +0.1%
Skandinaviska Enskilda Banken (SEB)
58
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.9M +$846K +18,000 +91%
CS
59
Credit Suisse
Switzerland
$1.89M -$886K -18,836 -33%
ICM
60
Islay Capital Management
Texas
$1.88M -$289K -6,139 -14%
MAM
61
Martingale Asset Management
Massachusetts
$1.8M -$14.1K -300 -0.8%
RBA
62
Richard Bernstein Advisors
New York
$1.79M +$1.68M +35,630 New
ZCM
63
Ziegler Capital Management
Illinois
$1.7M +$301K +6,406 +23%
Canada Pension Plan Investment Board
64
Canada Pension Plan Investment Board
Ontario, Canada
$1.56M +$1.46M +31,000 New
UBS AM
65
UBS AM
Illinois
$1.55M
HSBC Holdings
66
HSBC Holdings
United Kingdom
$1.53M +$270K +5,740 +23%
Citigroup
67
Citigroup
New York
$1.46M +$983K +20,901 +260%
Grantham, Mayo, Van Otterloo & Co (GMO)
68
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.44M +$856K +18,200 +175%
Deutsche Bank
69
Deutsche Bank
Germany
$1.39M -$9.88K -210 -0.8%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$1.22M +$252K +5,368 +28%
Jacobs Levy Equity Management
71
Jacobs Levy Equity Management
New Jersey
$1.21M -$5.41K -115 -0.5%
BCM
72
BHZ Capital Management
California
$1.21M
UBS Group
73
UBS Group
Switzerland
$1.21M +$264K +5,623 +30%
American Century Companies
74
American Century Companies
Missouri
$1.18M +$230K +4,900 +26%
CSS
75
Cubist Systematic Strategies
Connecticut
$1.18M +$540K +11,480 +96%

HTLF Hedge Fund Activity: Q1 2021 in Review

175 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q1 2021, worth a combined $1.24B — up 40% from $889M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HTLF positions and 13 closed out — a net gain of 20 holders — while 67 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $45.9M. The largest seller was Northern Trust, cutting an estimated $8.14M.

  • 175 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q1 2021, up from 158 in Q4 2020.
  • Funds reported $1.24B of Heartland Financial USA, Inc. stock for Q1 2021, up 40% quarter-over-quarter.
  • 33 funds opened new Heartland Financial USA, Inc. positions in Q1 2021 and 13 closed out, a net change of +20 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q1 2021 was BlackRock, an estimated $45.9M added.
  • The largest Heartland Financial USA, Inc. seller in Q1 2021 was Northern Trust, an estimated $8.14M sold.

Based on aggregated 13F filings for Q1 2021.