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HTLF

Heartland Financial USA, Inc.

Delisted

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

142 hedge funds and large institutions have $642M invested in Heartland Financial USA, Inc. in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

1% more funds holding

Funds holding: 140142 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 47

10% less capital invested

Capital invested by funds: $715M → $642M (-$72.8M)

Holders
142
Holders Change
+2
Holders Change %
+1.43%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
43
Reduced
47
Closed
13
Calls
$2.39M
Puts
Net Calls
+$2.39M
Net Calls Change
-$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
76
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$549K +$588K +18,300 New
SAM
77
Shell Asset Management
Netherlands
$540K
B
78
Bailard
California
$454K +$486K +15,125 New
LTI
79
Laffer Tengler Investments
Tennessee
$453K +$68K +2,119 +16%
MIM
80
MetLife Investment Management
New Jersey
$445K -$85.3K -2,658 -15%
CIC
81
Cornercap Investment Counsel
Georgia
$443K +$37K +1,152 +8%
Osaic Holdings
82
Osaic Holdings
Arizona
$436K +$48.2K +1,502 +12%
ECM
83
ETrade Capital Management
Virginia
$432K -$13K -405 -3%
PAM
84
Panagora Asset Management
Massachusetts
$429K -$480K -14,958 -51%
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$396K +$424K +13,208 New
Natixis Advisors
86
Natixis Advisors
Massachusetts
$389K -$31.5K -982 -7%
WAM
87
Wakefield Asset Management
Colorado
$386K +$4.4K +137 +1%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$372K
FWM
89
Frontier Wealth Management
Missouri
$360K
AP
90
Atwood & Palmer
Missouri
$349K
QI
91
QS Investors
New York
$348K -$1.56M -48,573 -81%
OC
92
Oppenheimer & Co
New York
$326K
MLICM
93
Metropolitan Life Insurance Company (MetLife)
New York
$319K
DA
94
Denali Advisors
California
$318K
GCP
95
GSA Capital Partners
United Kingdom
$315K +$337K +10,511 New
Victory Capital Management
96
Victory Capital Management
Texas
$303K -$22.1K -689 -6%
NEWAS
97
N.E.W. Advisory Services
Wisconsin
$303K
ASRS
98
Arizona State Retirement System
Arizona
$300K +$81.1K +2,526 +34%
Ohio Public Employees Retirement System (OPERS)
99
Ohio Public Employees Retirement System (OPERS)
Ohio
$282K +$7.96K +248 +3%
CAM
100
Congress Asset Management
Massachusetts
$269K

HTLF Hedge Fund Activity: Q3 2020 in Review

142 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q3 2020, worth a combined $642M — down 10% from $715M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HTLF positions and 13 closed out — a net gain of 3 holders — while 43 added to existing stakes and 47 trimmed.

The largest buyer was EARNEST Partners, adding an estimated $6.58M. The largest seller was BlackRock, cutting an estimated $5.56M.

  • 142 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2020, up from 140 in Q2 2020.
  • Funds reported $642M of Heartland Financial USA, Inc. stock for Q3 2020, down 10% quarter-over-quarter.
  • 16 funds opened new Heartland Financial USA, Inc. positions in Q3 2020 and 13 closed out, a net change of +3 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q3 2020 was EARNEST Partners, an estimated $6.58M added.
  • The largest Heartland Financial USA, Inc. seller in Q3 2020 was BlackRock, an estimated $5.56M sold.

Based on aggregated 13F filings for Q3 2020.