Heartland Financial USA, Inc.
HTLF
HTLF was delisted on the 31st of January, 2025.
72 hedge funds and large institutions have $207M invested in Heartland Financial USA, Inc. in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 32 reducing their positions, and 8 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
9% more capital invested
Capital invested by funds: $189M → $207M (+$17.8M)
5% less funds holding
Funds holding: 76 → 72 (-4)
25% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 32
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMCMI
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
+$8.85M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.65M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$2.39M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$1.57M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$666K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.19M |
| 2 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$1.11M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$1.02M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$653K |
| 5 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
-$485K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
SG Americas Securities
New York
| – | -$133K | -4,756 | Closed |
|
|
CCMH
77
Cornerstone Capital Management Holdings
New York
| – | -$86K | -3,103 | Closed |
|
78
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$35K | -1,237 | Closed |
|
79
Citadel Advisors
Miami,
Florida
| – | -$13K | -458 | Closed |
|
|
TRCT
80
Tower Research Capital (TRC)
New York
| – | -$9K | -335 | Closed |
|
HTLF Hedge Fund Activity: Q4 2013 in Review
72 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q4 2013, worth a combined $207M — up 9.4% from $189M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of HTLF and 4 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 24 added.
The largest buyer was Bryn Mawr Capital Management Inc, adding an estimated $8.85M. The largest seller was JP Morgan Chase, cutting an estimated $1.19M.
- 72 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q4 2013, down from 76 in Q3 2013.
- Funds reported $207M of Heartland Financial USA, Inc. stock for Q4 2013, up 9.4% quarter-over-quarter.
- 4 funds opened new Heartland Financial USA, Inc. positions in Q4 2013 and 8 closed out, a net change of -4 holders.
- The largest Heartland Financial USA, Inc. buyer in Q4 2013 was Bryn Mawr Capital Management Inc, an estimated $8.85M added.
- The largest Heartland Financial USA, Inc. seller in Q4 2013 was JP Morgan Chase, an estimated $1.19M sold.
Based on aggregated 13F filings for Q4 2013.