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HTLF

Heartland Financial USA, Inc.
HTLF

Delisted

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

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132 hedge funds and large institutions have $360M invested in Heartland Financial USA, Inc. in 2016 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 41

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

1% more capital invested

Capital invested by funds: $356M → $360M (+$3.18M)

1% more funds holding

Funds holding: 131 → 132 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
132
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
47
Reduced
41
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
+$13.4M
2
N
Nuveen
North Carolina
+$3.72M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$2.35M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.1M
5
MAM
Martingale Asset Management
Massachusetts
+$1.86M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$3.04M
2
Deutsche Bank
Deutsche Bank
Germany
-$1.66M
3
OSAM
O'Shaughnessy Asset Management
Connecticut
-$1.63M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.46M
5
SFM
Systematic Financial Management
New Jersey
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
76
BlackRock Advisors
Delaware
$405K +$48.3K +1,340 +14%
SI
77
SII Investments
Wisconsin
$403K – – –
Ohio Public Employees Retirement System (OPERS)
78
Ohio Public Employees Retirement System (OPERS)
Ohio
$399K +$399K +11,066 New
BC
79
Burney Company
Virginia
$395K +$400K +11,085 New
HEIP
80
Hudson Edge Investment Partners
New Jersey
$378K -$1.88K -52 -0.5%
Citigroup
81
Citigroup
New York
$363K +$42.4K +1,175 +13%
Two Sigma Investments
82
Two Sigma Investments
New York
$360K -$371K -10,286 -51%
CCM
83
Cutler Capital Management
Massachusetts
$360K – – –
California Public Employees Retirement System
84
California Public Employees Retirement System
California
$354K – – –
CG
85
Clinton Group
New York
$336K +$128K +3,560 +62%
KA
86
KLCM Advisors
Wisconsin
$324K – – –
CAM
87
Congress Asset Management
Massachusetts
$301K +$301K +8,345 New
VKH
88
Virtu KCG Holdings
New York
$298K +$298K +8,264 New
UBS AM
89
UBS AM
Illinois
$272K – – –
SO
90
STRS Ohio
Ohio
$248K -$10.8K -300 -4%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$238K +$1.91K +53 +0.8%
SCM
92
Stevens Capital Management
Pennsylvania
$230K +$230K +6,365 New
Deutsche Bank
93
Deutsche Bank
Germany
$225K -$1.66M -46,067 -88%
Jacobs Levy Equity Management
94
Jacobs Levy Equity Management
New Jersey
$225K – – –
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$224K +$4.33K +120 +2%
Comerica Bank
96
Comerica Bank
Texas
$222K -$88.2K -2,446 -29%
Principal Financial Group
97
Principal Financial Group
Iowa
$204K +$204K +5,651 New
Axa
98
Axa
France
$202K -$281K -7,800 -58%
BlackRock
99
BlackRock
New York
$192K +$8.26K +229 +4%
WAM
100
Wealthspire Advisors (Maryland)
Maryland
$144K +$216 +6 +0.2%
2 3
4
5 6

HTLF Hedge Fund Activity: Q3 2016 in Review

132 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q3 2016, worth a combined $360M — up 0.89% from $356M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HTLF positions and 14 closed out — a net gain of 2 holders — while 47 added to existing stakes and 41 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $13.4M. The largest seller was JP Morgan Chase, cutting an estimated $3.04M.

  • 132 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2016, up from 131 in Q2 2016.
  • Funds reported $360M of Heartland Financial USA, Inc. stock for Q3 2016, up 0.89% quarter-over-quarter.
  • 16 funds opened new Heartland Financial USA, Inc. positions in Q3 2016 and 14 closed out, a net change of +2 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q3 2016 was Allianz Asset Management, an estimated $13.4M added.
  • The largest Heartland Financial USA, Inc. seller in Q3 2016 was JP Morgan Chase, an estimated $3.04M sold.

Based on aggregated 13F filings for Q3 2016.