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HTLF

Heartland Financial USA, Inc.

Delisted

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

181 hedge funds and large institutions have $1.12B invested in Heartland Financial USA, Inc. in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 64

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 190181 (-9)

13% less capital invested

Capital invested by funds: $1.28B → $1.12B (-$161M)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
181
Holders Change
-9
Holders Change %
-4.74%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
68
Reduced
64
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$2.27M -$360K -8,186 -13%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$2.24M +$106K +2,422 +5%
AI
53
Accredited Investors
Minnesota
$2.19M -$53.9K -1,225 -2%
Two Sigma Advisers
54
Two Sigma Advisers
New York
$2.19M +$602K +13,700 +35%
AQR Capital Management
55
AQR Capital Management
Connecticut
$2.1M -$66.2K -1,505 -3%
ClearBridge Investments
56
ClearBridge Investments
New York
$1.93M +$248K +5,633 +14%
Barclays
57
Barclays
United Kingdom
$1.83M -$949K -21,571 -33%
AllianceBernstein
58
AllianceBernstein
Tennessee
$1.81M +$25.8K +587 +1%
T. Rowe Price Associates
59
T. Rowe Price Associates
Maryland
$1.76M +$118K +2,680 +7%
UBS AM
60
UBS AM
Illinois
$1.71M -$51.9K -1,180 -3%
UB
61
UMB Bank
Missouri
$1.69M
Millennium Management
62
Millennium Management
New York
$1.68M +$1.46M +33,200 +459%
Two Sigma Investments
63
Two Sigma Investments
New York
$1.65M -$1.06M -24,106 -38%
Legal & General Group
64
Legal & General Group
United Kingdom
$1.51M +$120K +2,718 +8%
WC
65
Walthausen & Co
New York
$1.45M -$217K -4,940 -12%
ZCM
66
Ziegler Capital Management
Illinois
$1.45M +$318K +7,222 +26%
BCP
67
Blackhawk Capital Partners
Wisconsin
$1.35M +$1.43M +32,461 New
UBS Group
68
UBS Group
Switzerland
$1.27M +$259K +5,884 +24%
DA
69
Denali Advisors
California
$1.19M +$39.6K +900 +3%
VOYA Investment Management
70
VOYA Investment Management
Georgia
$1.1M
Jacobs Levy Equity Management
71
Jacobs Levy Equity Management
New Jersey
$1.02M +$37.3K +848 +4%
RJA
72
Raymond James & Associates
Florida
$1.02M +$52.1K +1,185 +5%
FWM
73
Fortress Wealth Management
California
$965K
Renaissance Technologies
74
Renaissance Technologies
New York
$930K +$985K +22,400 New
SO
75
STRS Ohio
Ohio
$909K

HTLF Hedge Fund Activity: Q2 2022 in Review

181 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q2 2022, worth a combined $1.12B — down 13% from $1.28B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of HTLF and 15 opened new positions — a net loss of 5 holders — while 64 trimmed existing stakes and 68 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $6.24M. The largest seller was EARNEST Partners, cutting an estimated $3.89M.

  • 181 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q2 2022, down from 190 in Q1 2022.
  • Funds reported $1.12B of Heartland Financial USA, Inc. stock for Q2 2022, down 13% quarter-over-quarter.
  • 15 funds opened new Heartland Financial USA, Inc. positions in Q2 2022 and 20 closed out, a net change of -5 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q2 2022 was Dimensional Fund Advisors, an estimated $6.24M added.
  • The largest Heartland Financial USA, Inc. seller in Q2 2022 was EARNEST Partners, an estimated $3.89M sold.

Based on aggregated 13F filings for Q2 2022.