Heartland Financial USA, Inc.
HTLF
HTLF was delisted on the 31st of January, 2025.
73 hedge funds and large institutions have $194M invested in Heartland Financial USA, Inc. in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
1% more funds holding
Funds holding: 72 → 73 (+1)
4% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 26
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less capital invested
Capital invested by funds: $207M → $194M (-$12.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.44M |
| 2 |
DBT
Dubuque Bank & Trust
Dubuque,
Iowa
|
+$2.17M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$666K |
| 4 |
CMANY
Capital Management Associates (New York)
New York
|
+$420K |
| 5 |
ProShare Advisors
Bethesda,
Maryland
|
+$396K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMCMI
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
-$5.93M |
| 2 |
JP Morgan Chase
New York
|
-$1.7M |
| 3 |
Renaissance Technologies
New York
|
-$582K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$377K |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$270K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
BNP Paribas Financial Markets
Paris,
France
| – | -$5.53K | -192 | Closed |
|
77
Bank of America
Charlotte,
North Carolina
| – | -$3.23K | -122 | -90% |
|
HTLF Hedge Fund Activity: Q1 2014 in Review
73 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q1 2014, worth a combined $194M — down 6.1% from $207M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HTLF positions and 4 closed out — a net gain of 1 holder — while 27 added to existing stakes and 26 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $4.44M. The largest seller was Bryn Mawr Capital Management Inc, cutting an estimated $5.93M.
- 73 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q1 2014, up from 72 in Q4 2013.
- Funds reported $194M of Heartland Financial USA, Inc. stock for Q1 2014, down 6.1% quarter-over-quarter.
- 5 funds opened new Heartland Financial USA, Inc. positions in Q1 2014 and 4 closed out, a net change of +1 holder.
- The largest Heartland Financial USA, Inc. buyer in Q1 2014 was Fidelity Investments, an estimated $4.44M added.
- The largest Heartland Financial USA, Inc. seller in Q1 2014 was Bryn Mawr Capital Management Inc, an estimated $5.93M sold.
Based on aggregated 13F filings for Q1 2014.