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HTLF

Heartland Financial USA, Inc.
HTLF

Delisted

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

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148 hedge funds and large institutions have $898M invested in Heartland Financial USA, Inc. in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 34

5% more capital invested

Capital invested by funds: $852M → $898M (+$46M)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more funds holding

Funds holding: 147 → 148 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
148
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
3.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
63
Reduced
34
Closed
16
Calls
$2.13M
Puts
–
Net Calls
+$2.13M
Net Calls Change
-$1.61M

Top Buyers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$21.9M
2
BlackRock
BlackRock
New York
+$5.86M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.4M
4
Norges Bank
Norges Bank
Norway
+$3.96M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.94M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.5M
2
Stifel Financial
Stifel Financial
Missouri
-$4.47M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.84M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.62M
5
Squarepoint
Squarepoint
New York
-$556K
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
76
Deutsche Bank
Germany
$745K -$430K -9,635 -37%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$712K +$180K +4,038 +34%
ARTA
78
A.R.T. Advisors
New York
$701K +$473K +10,600 +209%
JG
79
Jefferies Group
New York
$691K +$688K +15,437 New
Mariner
80
Mariner
Kansas
$665K -$458K -10,259 -41%
MIM
81
MetLife Investment Management
New Jersey
$663K – – –
HB
82
Homrich & Berg
Georgia
$642K – – –
ECM
83
ETrade Capital Management
Virginia
$585K +$7.45K +167 +1%
WCM
84
Weld Capital Management
New York
$549K +$547K +12,266 New
VOYA Investment Management
85
VOYA Investment Management
Georgia
$543K – – –
Citigroup
86
Citigroup
New York
$528K -$141K -3,162 -21%
AP
87
Atwood & Palmer
Missouri
$520K – – –
GCP
88
GSA Capital Partners
United Kingdom
$495K +$494K +11,066 New
OC
89
Oppenheimer & Co
New York
$487K – – –
MLICM
90
Metropolitan Life Insurance Company (MetLife)
New York
$480K +$39.9K +894 +9%
Principal Financial Group
91
Principal Financial Group
Iowa
$476K +$31.4K +704 +7%
State of Tennessee, Department of Treasury
92
State of Tennessee, Department of Treasury
Tennessee
$449K +$448K +10,043 New
CAM
93
Congress Asset Management
Massachusetts
$401K – – –
Acadian Asset Management
94
Acadian Asset Management
Massachusetts
$392K – – –
Victory Capital Management
95
Victory Capital Management
Texas
$392K +$237K +5,315 +154%
AG
96
Aperio Group
California
$379K -$10.8K -242 -3%
HEIP
97
Hudson Edge Investment Partners
New Jersey
$361K – – –
XK
98
Xact Kapitalforvaltning
Sweden
$360K – – –
AA
99
ALPS Advisors
Colorado
$354K +$353K +7,909 New
SRAM
100
Stone Ridge Asset Management
New York
$336K +$62.4K +1,400 +23%
2 3
4
5 6

HTLF Hedge Fund Activity: Q3 2019 in Review

148 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q3 2019, worth a combined $898M — up 5.4% from $852M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HTLF positions and 16 closed out — a net gain of 1 holder — while 63 added to existing stakes and 34 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $21.9M. The largest seller was Fidelity Investments, cutting an estimated $12.5M.

  • 148 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2019, up from 147 in Q2 2019.
  • Funds reported $898M of Heartland Financial USA, Inc. stock for Q3 2019, up 5.4% quarter-over-quarter.
  • 17 funds opened new Heartland Financial USA, Inc. positions in Q3 2019 and 16 closed out, a net change of +1 holder.
  • The largest Heartland Financial USA, Inc. buyer in Q3 2019 was Thrivent Financial for Lutherans, an estimated $21.9M added.
  • The largest Heartland Financial USA, Inc. seller in Q3 2019 was Fidelity Investments, an estimated $12.5M sold.

Based on aggregated 13F filings for Q3 2019.