Heartland Financial USA, Inc.
HTLF
HTLF was delisted on the 31st of January, 2025.
237 hedge funds and large institutions have $2.09B invested in Heartland Financial USA, Inc. in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 81 increasing their positions, 79 reducing their positions, and 15 closing their positions.
139% more call options, than puts
Call options by funds: $631K | Put options by funds: $264K
127% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 15
11% more capital invested
Capital invested by funds: $1.88B → $2.09B (+$213M)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
8% more funds holding
Funds holding: 220 → 237 (+17)
3% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 79
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTCM
First Trust Capital Management
Chicago,
Illinois
|
+$71.8M |
| 2 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
+$26.5M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$10.8M |
| 4 |
Squarepoint
New York
|
+$9.81M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$9.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$27.4M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$18.6M |
| 3 |
SC
Slotnik Capital
Dallas,
Texas
|
-$13.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$12.9M |
| 5 |
Morgan Stanley
New York
|
-$11.8M |
HTLF Hedge Fund Activity: Q4 2024 in Review
237 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q4 2024, worth a combined $2.09B — up 11% from $1.88B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new HTLF positions and 15 closed out — a net gain of 19 holders — while 81 added to existing stakes and 79 trimmed.
The largest buyer was First Trust Capital Management, adding an estimated $71.8M. The largest seller was Millennium Management, cutting an estimated $27.4M.
- 237 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q4 2024, up from 220 in Q3 2024.
- Funds reported $2.09B of Heartland Financial USA, Inc. stock for Q4 2024, up 11% quarter-over-quarter.
- 34 funds opened new Heartland Financial USA, Inc. positions in Q4 2024 and 15 closed out, a net change of +19 holders.
- The largest Heartland Financial USA, Inc. buyer in Q4 2024 was First Trust Capital Management, an estimated $71.8M added.
- The largest Heartland Financial USA, Inc. seller in Q4 2024 was Millennium Management, an estimated $27.4M sold.
Based on aggregated 13F filings for Q4 2024.