We are live on ! Find out more
HTLF

Heartland Financial USA, Inc.

Delisted

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

105 hedge funds and large institutions have $258M invested in Heartland Financial USA, Inc. in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 112105 (-7)

12% less capital invested

Capital invested by funds: $295M → $258M (-$36.9M)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

Holders
105
Holders Change
-7
Holders Change %
-6.25%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
47
Reduced
26
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
76
Axa
France
$151K +$173K +4,800 New
WAM
77
Wealthspire Advisors (Maryland)
Maryland
$125K +$143K +3,981 New
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$123K +$8.45K +235 +6%
UBS Group
79
UBS Group
Switzerland
$93K +$69.3K +1,929 +193%
Legal & General Group
80
Legal & General Group
United Kingdom
$92K
Ohio Public Employees Retirement System (OPERS)
81
Ohio Public Employees Retirement System (OPERS)
Ohio
$88K
Canada Life
82
Canada Life
Manitoba, Canada
$77K
BG
83
BlackRock Group
United Kingdom
$62K
LTFS
84
Ladenburg Thalmann Financial Services
Florida
$52K +$60.4K +1,680 New
Teacher Retirement System of Texas
85
Teacher Retirement System of Texas
Texas
$48K -$17.3K -481 -24%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$47K
MOACM
87
Mutual of America Capital Management
New York
$46K
Bank of America
88
Bank of America
North Carolina
$33K +$16K +446 +73%
AP
89
Atwood & Palmer
Missouri
$31K
Zurich Cantonal Bank
90
Zurich Cantonal Bank
Switzerland
$31K +$28.4K +789 +372%
FPFS
91
First Personal Financial Services
North Carolina
$21K
BlackRock
92
BlackRock
New York
$17K +$5.25K +146 +36%
JFGIW
93
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K
IA
94
IFP Advisors
Florida
$13K +$14.4K +400 New
JC
95
JBF Capital
Colorado
$10K +$11.7K +326 New
MA
96
MUFG Americas
New York
$9K +$359 +10 +4%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$8K +$3.52K +98 +65%
NSIM
98
North Star Investment Management
Illinois
$6K +$36 +1 +0.5%
MFS
99
MSI Financial Services
Massachusetts
$5K
EWM
100
Evercore Wealth Management
New York
$4K +$4.82K +134 New

HTLF Hedge Fund Activity: Q4 2015 in Review

105 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q4 2015, worth a combined $258M — down 12% from $295M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of HTLF and 11 opened new positions — a net loss of 5 holders — while 26 trimmed existing stakes and 47 added.

The largest buyer was Renaissance Technologies, adding an estimated $3.34M. The largest seller was Dubuque Bank & Trust, cutting an estimated $2.27M.

  • 105 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q4 2015, down from 112 in Q3 2015.
  • Funds reported $258M of Heartland Financial USA, Inc. stock for Q4 2015, down 12% quarter-over-quarter.
  • 11 funds opened new Heartland Financial USA, Inc. positions in Q4 2015 and 16 closed out, a net change of -5 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q4 2015 was Renaissance Technologies, an estimated $3.34M added.
  • The largest Heartland Financial USA, Inc. seller in Q4 2015 was Dubuque Bank & Trust, an estimated $2.27M sold.

Based on aggregated 13F filings for Q4 2015.