Heartland Financial USA, Inc.
HTLF
HTLF was delisted on the 31st of January, 2025.
131 hedge funds and large institutions have $356M invested in Heartland Financial USA, Inc. in 2016 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 23 reducing their positions, and 10 closing their positions.
160% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 10
148% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 23
28% more capital invested
Capital invested by funds: $279M → $356M (+$77.6M)
13% more funds holding
Funds holding: 116 → 131 (+15)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFC
Phocas Financial Corp
Alameda,
California
|
+$8.48M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$2.53M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.99M |
| 4 |
QI
QS Investors
New York
|
+$1.83M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
-$4.18M |
| 2 |
NAP
New Amsterdam Partners
New York
|
-$3.08M |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$2.56M |
| 4 |
Morgan Stanley
New York
|
-$1.48M |
| 5 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$1.38M |
HTLF Hedge Fund Activity: Q2 2016 in Review
131 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q2 2016, worth a combined $356M — up 28% from $279M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new HTLF positions and 10 closed out — a net gain of 16 holders — while 57 added to existing stakes and 23 trimmed.
The largest buyer was Phocas Financial Corp, opening a new position worth an estimated $8.48M. The largest seller was Financial Counselors Inc, cutting an estimated $4.18M.
- 131 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q2 2016, up from 116 in Q1 2016.
- Funds reported $356M of Heartland Financial USA, Inc. stock for Q2 2016, up 28% quarter-over-quarter.
- 26 funds opened new Heartland Financial USA, Inc. positions in Q2 2016 and 10 closed out, a net change of +16 holders.
- The largest Heartland Financial USA, Inc. buyer in Q2 2016 was Phocas Financial Corp, an estimated $8.48M added.
- The largest Heartland Financial USA, Inc. seller in Q2 2016 was Financial Counselors Inc, an estimated $4.18M sold.
Based on aggregated 13F filings for Q2 2016.