Heartland Financial USA, Inc.
HTLF
HTLF was delisted on the 31st of January, 2025.
97 hedge funds and large institutions have $235M invested in Heartland Financial USA, Inc. in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 6 closing their positions.
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
54% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 24
25% more capital invested
Capital invested by funds: $188M → $235M (+$47M)
11% more funds holding
Funds holding: 87 → 97 (+10)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.02M |
| 2 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$3.24M |
| 3 |
Morgan Stanley
New York
|
+$1.98M |
| 4 |
HIS
Horizon Investment Services
Hammond,
Indiana
|
+$1.93M |
| 5 |
Millennium Management
New York
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$7.82M |
| 2 |
MCM
Maltese Capital Management
New York
|
-$5.96M |
| 3 |
BMCMI
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
-$3.61M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.02M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$578K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DADC
101
D.A. Davidson & Co
Great Falls,
Montana
| – | -$40K | -1,500 | Closed |
|
102
Allianz Asset Management
Munich,
Germany
| – | -$32K | -1,190 | Closed |
|
|
GC
103
Globeflex Capital
San Diego,
California
| – | -$1K | -42 | Closed |
|
HTLF Hedge Fund Activity: Q1 2015 in Review
97 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q1 2015, worth a combined $235M — up 25% from $188M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new HTLF positions and 6 closed out — a net gain of 10 holders — while 37 added to existing stakes and 24 trimmed.
The largest buyer was Vanguard Group, adding an estimated $6.02M. The largest seller was Wellington Management Group, cutting an estimated $7.82M.
- 97 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q1 2015, up from 87 in Q4 2014.
- Funds reported $235M of Heartland Financial USA, Inc. stock for Q1 2015, up 25% quarter-over-quarter.
- 16 funds opened new Heartland Financial USA, Inc. positions in Q1 2015 and 6 closed out, a net change of +10 holders.
- The largest Heartland Financial USA, Inc. buyer in Q1 2015 was Vanguard Group, an estimated $6.02M added.
- The largest Heartland Financial USA, Inc. seller in Q1 2015 was Wellington Management Group, an estimated $7.82M sold.
Based on aggregated 13F filings for Q1 2015.