HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

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

Back to rankings

208 hedge funds and large institutions have $1.1B invested in Heartland Financial USA, Inc. in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 79 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
-9
Holders Change %
-4.15%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
60
Reduced
79
Closed
31
Calls
$53K
Puts
$403K
Net Calls
-$350K
Net Calls Change
-$121K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$49.2M
2
SCA
2
Stieven Capital Advisors
Missouri
$13.9M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$7.31M
4
Franklin Resources
4
Franklin Resources
California
$7.05M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$77.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.8M
2
FL
2
Fourthstone LLC
Missouri
$0
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$19.3M
4
BlackRock
4
BlackRock
New York
$202M
5
Millennium Management
5
Millennium Management
New York
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
76
Trexquant Investment
Connecticut
$955K +$618K +17,569 +183%
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$907K -$981K -27,858 -52%
SCA
78
Sippican Capital Advisors
Massachusetts
$905K +$399K +11,346 +79%
OC
79
Oppenheimer & Co
New York
$883K – – –
QT
80
Quantbot Technologies
New York
$877K +$605K +17,221 +223%
FPAS
81
Focus Partners Advisor Solutions
Missouri
$834K +$834K +23,722 New
Principal Financial Group
82
Principal Financial Group
Iowa
$817K +$206K +5,869 +34%
FWM
83
Fortress Wealth Management
California
$817K – – –
CCIA
84
Campbell & Co Investment Adviser
Maryland
$816K +$816K +23,208 New
Renaissance Technologies
85
Renaissance Technologies
New York
$798K +$798K +22,700 New
AI
86
Accredited Investors
Minnesota
$794K – – –
MIM
87
MetLife Investment Management
New Jersey
$772K – – –
SWM
88
Stockman Wealth Management
Montana
$770K +$770K +21,895 New
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$743K -$12K -341 -2%
RJA
90
Raymond James & Associates
Florida
$735K +$6.68K +190 +0.9%
AIG
91
American International Group
New York
$733K -$6.29K -179 -0.9%
SO
92
STRS Ohio
Ohio
$731K -$45.7K -1,300 -6%
Deutsche Bank
93
Deutsche Bank
Germany
$721K -$1.62M -45,974 -69%
BMCM
94
Black Maple Capital Management
Wisconsin
$696K +$696K +19,799 New
Creative Planning
95
Creative Planning
Kansas
$653K +$194K +5,508 +42%
JF
96
Jump Financial
Illinois
$650K +$650K +18,482 New
Janus Henderson Group
97
Janus Henderson Group
United Kingdom
$640K +$35 +1 +0%
SGI
98
Summit Global Investments
Utah
$623K +$175K +4,975 +39%
EGM
99
Engineers Gate Manager
New York
$620K +$310K +8,820 +100%
Citadel Advisors
100
Citadel Advisors
Florida
$587K -$650K -18,485 -53%
2 3
4
5 6