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HTLF

Heartland Financial USA, Inc.
HTLF

Delisted

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

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70 hedge funds and large institutions have $173M invested in Heartland Financial USA, Inc. in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less funds holding

Funds holding: 73 → 70 (-3)

11% less capital invested

Capital invested by funds: $194M → $173M (-$21.1M)

40% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 30

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
70
Holders Change
-3
Holders Change %
-4.11%
% of All Funds
2.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
4
Increased
18
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
Maltese Capital Management
New York
+$1.81M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$327K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$255K
4
Invesco
Invesco
Georgia
+$148K
5
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
+$138K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.86M
2
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
-$1.34M
3
BFA
BlackRock Fund Advisors
California
-$852K
4
ZCM
Zebra Capital Management
Connecticut
-$541K
5
ProShare Advisors
ProShare Advisors
Maryland
-$405K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
76
Winch Advisory Services
Wisconsin
– -$9K -348 Closed
1 2 3
4

HTLF Hedge Fund Activity: Q2 2014 in Review

70 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q2 2014, worth a combined $173M — down 11% from $194M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of HTLF and 4 opened new positions — a net loss of 3 holders — while 30 trimmed existing stakes and 18 added.

The largest buyer was Maltese Capital Management, opening a new position worth an estimated $1.81M. The largest seller was Fidelity Investments, cutting an estimated $2.86M.

  • 70 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q2 2014, down from 73 in Q1 2014.
  • Funds reported $173M of Heartland Financial USA, Inc. stock for Q2 2014, down 11% quarter-over-quarter.
  • 4 funds opened new Heartland Financial USA, Inc. positions in Q2 2014 and 7 closed out, a net change of -3 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q2 2014 was Maltese Capital Management, an estimated $1.81M added.
  • The largest Heartland Financial USA, Inc. seller in Q2 2014 was Fidelity Investments, an estimated $2.86M sold.

Based on aggregated 13F filings for Q2 2014.