We are live on ! Find out more
HTLF

Heartland Financial USA, Inc.
HTLF

Delisted

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

Back to rankings

193 hedge funds and large institutions have $1.14B invested in Heartland Financial USA, Inc. in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 94 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 39

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

52% more call options, than puts

Call options by funds: $146K | Put options by funds: $96K

8% more funds holding

Funds holding: 179 → 193 (+14)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less capital invested

Capital invested by funds: $1.18B → $1.14B (-$43.3M)

Holders
193
Holders Change
+14
Holders Change %
+7.82%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
94
Reduced
39
Closed
15
Calls
$146K
Puts
$96K
Net Calls
+$50K
Net Calls Change
-$103K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$24.6M
2
Millennium Management
Millennium Management
New York
+$15.3M
3
EARNEST Partners
EARNEST Partners
Georgia
+$7.45M
4
CSS
Cubist Systematic Strategies
Connecticut
+$6.34M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.56M

Top Sellers

Rank Fund Capital Flow
1
FCI
Financial Counselors Inc
Kansas
-$6.22M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$6.08M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.13M
4
Prudential Financial
Prudential Financial
New Jersey
-$1.67M
5
Norges Bank
Norges Bank
Norway
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
76
VOYA Investment Management
Georgia
$977K +$18.8K +411 +2%
Two Sigma Investments
77
Two Sigma Investments
New York
$955K +$507K +11,065 +80%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
78
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$932K +$1.11M +24,300 New
Federated Hermes
79
Federated Hermes
Pennsylvania
$909K – – –
FWM
80
Fortress Wealth Management
California
$891K – – –
AG
81
Algert Global
California
$876K +$491K +10,706 +88%
FCI
82
Financial Counselors Inc
Kansas
$870K -$6.22M -135,769 -86%
Jacobs Levy Equity Management
83
Jacobs Levy Equity Management
New Jersey
$853K – – –
MIM
84
MetLife Investment Management
New Jersey
$819K – – –
JCIA
85
Jackson Creek Investment Advisors
Colorado
$787K -$275 -6 -0%
AIG
86
American International Group
New York
$761K +$18.1K +395 +2%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$757K -$428K -9,331 -32%
SO
88
STRS Ohio
Ohio
$751K – – –
OQS
89
Occudo Quantitative Strategies
Florida
$740K +$436K +9,520 +97%
GCM
90
Graham Capital Management
Connecticut
$728K +$870K +18,976 New
Rafferty Asset Management
91
Rafferty Asset Management
New York
$713K +$576K +12,560 +208%
Mirae Asset Global Investments
92
Mirae Asset Global Investments
South Korea
$692K +$18.6K +406 +2%
Stifel Financial
93
Stifel Financial
Missouri
$672K +$284K +6,187 +55%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$627K +$3.25K +71 +0.4%
US Bancorp
95
US Bancorp
Minnesota
$603K -$5.82K -127 -0.8%
AP
96
Atwood & Palmer
Missouri
$599K – – –
Creative Planning
97
Creative Planning
Kansas
$590K +$151K +3,287 +27%
QC
98
Quadrature Capital
United Kingdom
$584K +$699K +15,235 New
HIM
99
Hillsdale Investment Management
Ontario, Canada
$568K +$679K +14,800 New
ICM
100
Islay Capital Management
Texas
$558K – – –
2 3
4
5 6

HTLF Hedge Fund Activity: Q1 2023 in Review

193 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q1 2023, worth a combined $1.14B — down 3.7% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new HTLF positions and 15 closed out — a net gain of 14 holders — while 94 added to existing stakes and 39 trimmed.

The largest buyer was BlackRock, adding an estimated $24.6M. The largest seller was Financial Counselors Inc, cutting an estimated $6.22M.

  • 193 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q1 2023, up from 179 in Q4 2022.
  • Funds reported $1.14B of Heartland Financial USA, Inc. stock for Q1 2023, down 3.7% quarter-over-quarter.
  • 29 funds opened new Heartland Financial USA, Inc. positions in Q1 2023 and 15 closed out, a net change of +14 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q1 2023 was BlackRock, an estimated $24.6M added.
  • The largest Heartland Financial USA, Inc. seller in Q1 2023 was Financial Counselors Inc, an estimated $6.22M sold.

Based on aggregated 13F filings for Q1 2023.