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HTLF

Heartland Financial USA, Inc.

Delisted

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

147 hedge funds and large institutions have $852M invested in Heartland Financial USA, Inc. in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 38 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

53% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 38

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

6% more capital invested

Capital invested by funds: $806M → $852M (+$45.8M)

3% more funds holding

Funds holding: 143147 (+4)

Holders
147
Holders Change
+4
Holders Change %
+2.8%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
29
Increased
58
Reduced
38
Closed
22
Calls
$3.73M
Puts
Net Calls
+$3.73M
Net Calls Change
+$514K
Name Holding Trade Value Shares
Change
Change in
Stake
HB
76
Homrich & Berg
Georgia
$642K
Legal & General Group
77
Legal & General Group
United Kingdom
$601K +$35.9K +812 +6%
Morgan Stanley
78
Morgan Stanley
New York
$577K -$1.88M -42,574 -77%
ECM
79
ETrade Capital Management
Virginia
$577K +$18.4K +417 +3%
VOYA Investment Management
80
VOYA Investment Management
Georgia
$543K +$19.3K +436 +4%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$531K +$525K +11,877 New
AP
82
Atwood & Palmer
Missouri
$520K +$401K +9,073 +355%
OC
83
Oppenheimer & Co
New York
$487K +$481K +10,879 New
Principal Financial Group
84
Principal Financial Group
Iowa
$444K -$728K -16,474 -62%
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$440K +$10.6K +239 +2%
SG Americas Securities
86
SG Americas Securities
New York
$431K -$86.5K -1,959 -17%
CAM
87
Congress Asset Management
Massachusetts
$401K
Acadian Asset Management
88
Acadian Asset Management
Massachusetts
$392K +$254K +5,744 +191%
AG
89
Aperio Group
California
$390K +$24.5K +555 +7%
Bessemer Group
90
Bessemer Group
New Jersey
$380K -$1.31M -29,563 -78%
EGM
91
Engineers Gate Manager
New York
$362K -$72.1K -1,631 -17%
HEIP
92
Hudson Edge Investment Partners
New Jersey
$361K +$58.1K +1,314 +19%
XK
93
Xact Kapitalforvaltning
Sweden
$359K
QCM
94
Quantinno Capital Management
New York
$350K +$346K +7,827 New
EMG
95
Ellington Management Group
Connecticut
$340K +$336K +7,600 New
TW
96
Transform Wealth
Colorado
$338K +$334K +7,566 New
LTFS
97
Ladenburg Thalmann Financial Services
Florida
$329K +$21.3K +481 +7%
H
98
Hexavest
Quebec, Canada
$315K +$311K +7,037 New
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$304K -$60K -1,359 -17%
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$304K

HTLF Hedge Fund Activity: Q2 2019 in Review

147 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q2 2019, worth a combined $852M — up 5.7% from $806M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new HTLF positions and 22 closed out — a net gain of 7 holders — while 58 added to existing stakes and 38 trimmed.

The largest buyer was Nuveen, adding an estimated $6.1M. The largest seller was Northern Trust, cutting an estimated $16.7M.

  • 147 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q2 2019, up from 143 in Q1 2019.
  • Funds reported $852M of Heartland Financial USA, Inc. stock for Q2 2019, up 5.7% quarter-over-quarter.
  • 29 funds opened new Heartland Financial USA, Inc. positions in Q2 2019 and 22 closed out, a net change of +7 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q2 2019 was Nuveen, an estimated $6.1M added.
  • The largest Heartland Financial USA, Inc. seller in Q2 2019 was Northern Trust, an estimated $16.7M sold.

Based on aggregated 13F filings for Q2 2019.