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HTLF

Heartland Financial USA, Inc.

Delisted

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

140 hedge funds and large institutions have $1.12B invested in Heartland Financial USA, Inc. in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 40

14% more capital invested

Capital invested by funds: $989M → $1.12B (+$136M)

0% more funds holding

Funds holding: 140140 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

Holders
140
Holders Change
Holders Change %
0%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
50
Reduced
40
Closed
14
Calls
$4.56M
Puts
Net Calls
+$4.56M
Net Calls Change
+$674K
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
76
Victory Capital Management
Texas
$739K +$244K +4,113 +48%
SRAM
77
Stone Ridge Asset Management
New York
$732K +$51.3K +864 +7%
WG
78
Winton Group
United Kingdom
$712K +$226K +3,805 +45%
VOYA Investment Management
79
VOYA Investment Management
Georgia
$633K
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$585K -$4.62M -77,803 -89%
Legal & General Group
81
Legal & General Group
United Kingdom
$570K
HEIP
82
Hudson Edge Investment Partners
New Jersey
$560K -$20K -337 -3%
MLICM
83
Metropolitan Life Insurance Company (MetLife)
New York
$557K
BCM
84
BlueCrest Capital Management
Jersey
$532K +$544K +9,168 New
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$516K -$9.5K -160 -2%
ZCM
86
Zebra Capital Management
Connecticut
$503K -$607K -10,213 -54%
XK
87
Xact Kapitalforvaltning
Sweden
$478K
T. Rowe Price Associates
88
T. Rowe Price Associates
Maryland
$443K +$9.5K +160 +2%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$395K
HC
90
Henshaw Capital
Massachusetts
$384K -$171K -2,887 -30%
LTFS
91
Ladenburg Thalmann Financial Services
Florida
$375K +$21K +354 +6%
ECM
92
ETrade Capital Management
Virginia
$369K -$8.67K -146 -2%
UBS Group
93
UBS Group
Switzerland
$353K -$205K -3,454 -36%
KA
94
KLCM Advisors
Wisconsin
$303K
GC
95
Guggenheim Capital
Illinois
$301K -$1.37K -23 -0.4%
HH
96
Hilltop Holdings
Texas
$293K +$300K +5,053 New
COI
97
Connable Office Inc
Michigan
$291K +$298K +5,013 New
CAM
98
Congress Asset Management
Massachusetts
$281K
USAA
99
United Services Automobile Association
Texas
$262K
TA
100
Teton Advisors
New York
$261K

HTLF Hedge Fund Activity: Q3 2018 in Review

140 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q3 2018, worth a combined $1.12B — up 14% from $989M a quarter earlier.

Fund positioning in HTLF was balanced in Q3 2018: 14 funds opened new positions, 14 closed out, 50 added to existing stakes and 40 trimmed.

The largest buyer was Vanguard Group, adding an estimated $39.7M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $21.1M sold.

  • 140 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $1.12B of Heartland Financial USA, Inc. stock for Q3 2018, up 14% quarter-over-quarter.
  • 14 funds opened new Heartland Financial USA, Inc. positions in Q3 2018 and 14 closed out, a net change of 0 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q3 2018 was Vanguard Group, an estimated $39.7M added.
  • The largest Heartland Financial USA, Inc. seller in Q3 2018 was Allianz Asset Management, an estimated $21.1M sold.

Based on aggregated 13F filings for Q3 2018.