HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

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

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208 hedge funds and large institutions have $1.1B invested in Heartland Financial USA, Inc. in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 79 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
-9
Holders Change %
-4.15%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
60
Reduced
79
Closed
31
Calls
$53K
Puts
$403K
Net Calls
-$350K
Net Calls Change
-$121K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$49.2M
2
SCA
2
Stieven Capital Advisors
Missouri
$13.9M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$7.31M
4
Franklin Resources
4
Franklin Resources
California
$7.05M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$77.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.8M
2
FL
2
Fourthstone LLC
Missouri
$0
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$19.3M
4
BlackRock
4
BlackRock
New York
$202M
5
Millennium Management
5
Millennium Management
New York
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
51
EJF Capital
Virginia
$2.31M -$344K -9,800 -13%
Victory Capital Management
52
Victory Capital Management
Texas
$2.31M -$77.2K -2,197 -3%
Two Sigma Investments
53
Two Sigma Investments
New York
$2.24M -$290K -8,249 -11%
Jane Street
54
Jane Street
New York
$2.21M +$1.12M +31,976 +104%
EPCA
55
Elizabeth Park Capital Advisors
Ohio
$2.08M – – –
AG
56
Algert Global
California
$1.84M -$478K -13,590 -21%
OAM
57
Oppenheimer Asset Management
New York
$1.78M -$157K -4,457 -8%
Rafferty Asset Management
58
Rafferty Asset Management
New York
$1.68M +$374K +10,645 +29%
UBS AM
59
UBS AM
Illinois
$1.67M – – –
AllianceBernstein
60
AllianceBernstein
Tennessee
$1.58M – – –
Citigroup
61
Citigroup
New York
$1.52M +$48.3K +1,373 +3%
CS
62
Credit Suisse
Switzerland
$1.46M – – –
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$1.43M -$83K -2,360 -5%
UB
64
UMB Bank
Missouri
$1.43M – – –
Legal & General Group
65
Legal & General Group
United Kingdom
$1.37M +$15.7K +448 +1%
FCM
66
FJ Capital Management
Virginia
$1.27M -$475K -13,522 -27%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$1.25M -$57.6K -1,640 -4%
AI
68
Atom Investors
Texas
$1.24M +$848K +24,119 +215%
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$1.2M -$511K -14,546 -30%
Mirae Asset Global Investments
70
Mirae Asset Global Investments
South Korea
$1.19M +$478K +12,795 +67%
MAM
71
Martingale Asset Management
Massachusetts
$1.11M -$382K -10,880 -26%
Balyasny Asset Management
72
Balyasny Asset Management
Illinois
$1.04M +$1.04M +29,642 New
Millennium Management
73
Millennium Management
New York
$1.04M -$2.92M -83,126 -74%
CSS
74
Cubist Systematic Strategies
Connecticut
$966K -$1.51M -43,040 -61%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$961K -$439K -12,478 -31%
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