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HTLF

Heartland Financial USA, Inc.

Delisted

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

179 hedge funds and large institutions have $1.23B invested in Heartland Financial USA, Inc. in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

32% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 47

3% more funds holding

Funds holding: 173179 (+6)

3% more capital invested

Capital invested by funds: $1.19B → $1.23B (+$39.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
179
Holders Change
+6
Holders Change %
+3.47%
% of All Funds
3.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
22
Increased
62
Reduced
47
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
76
Raymond James & Associates
Florida
$1.03M +$185K +3,975 +23%
JCIA
77
Jackson Creek Investment Advisors
Colorado
$978K +$20.1K +432 +2%
Creative Planning
78
Creative Planning
Kansas
$930K +$789 +17 +0.1%
SO
79
STRS Ohio
Ohio
$918K
Canada Pension Plan Investment Board
80
Canada Pension Plan Investment Board
Ontario, Canada
$914K -$557K -12,000 -39%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$881K -$109K -2,352 -11%
SAM
82
Shell Asset Management
Netherlands
$871K -$36.7K -790 -4%
US Bancorp
83
US Bancorp
Minnesota
$853K -$88.9K -1,915 -10%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$836K -$221K -4,763 -22%
HF
85
HRT Financial
New York
$763K +$738K +15,890 New
AP
86
Atwood & Palmer
Missouri
$750K -$34.8K -750 -5%
Two Sigma Advisers
87
Two Sigma Advisers
New York
$745K +$232K +5,000 +48%
BCM
88
BHZ Capital Management
California
$724K
VOYA Investment Management
89
VOYA Investment Management
Georgia
$709K +$12.3K +265 +2%
UCFA
90
United Capital Financial Advisors
Texas
$702K
MIM
91
MetLife Investment Management
New Jersey
$697K
CIC
92
Cornercap Investment Counsel
Georgia
$697K
Rafferty Asset Management
93
Rafferty Asset Management
New York
$686K -$505K -10,887 -43%
Stifel Financial
94
Stifel Financial
Missouri
$667K -$5.8K -125 -0.9%
Victory Capital Management
95
Victory Capital Management
Texas
$639K +$65.9K +1,420 +12%
LTI
96
Laffer Tengler Investments
Tennessee
$625K +$603K +12,996 New
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$620K +$103K +2,212 +21%
HEIP
98
Hudson Edge Investment Partners
New Jersey
$591K +$104K +2,251 +22%
WAM
99
Wakefield Asset Management
Colorado
$586K -$1.25K -27 -0.2%
ECG
100
EPIQ Capital Group
California
$563K +$2.88K +62 +0.5%

HTLF Hedge Fund Activity: Q3 2021 in Review

179 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q3 2021, worth a combined $1.23B — up 3.3% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new HTLF positions and 14 closed out — a net gain of 8 holders — while 62 added to existing stakes and 47 trimmed.

The largest buyer was BlackRock, adding an estimated $18.3M. The largest seller was Northern Trust, cutting an estimated $6.35M.

  • 179 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2021, up from 173 in Q2 2021.
  • Funds reported $1.23B of Heartland Financial USA, Inc. stock for Q3 2021, up 3.3% quarter-over-quarter.
  • 22 funds opened new Heartland Financial USA, Inc. positions in Q3 2021 and 14 closed out, a net change of +8 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q3 2021 was BlackRock, an estimated $18.3M added.
  • The largest Heartland Financial USA, Inc. seller in Q3 2021 was Northern Trust, an estimated $6.35M sold.

Based on aggregated 13F filings for Q3 2021.