HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

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

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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.

Holders
131
Holders Change
+15
Holders Change %
+12.93%
% of All Funds
3.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
57
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFC
1
Phocas Financial Corp
California
$8.95M
2
KCM
2
Kennedy Capital Management
Missouri
$2.68M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$26.6M
4
QI
4
QS Investors
New York
$3.77M
5
American Century Companies
5
American Century Companies
Missouri
$3.69M

Top Sellers

1
FCI
1
Financial Counselors Inc
Kansas
$17.6M
2
NAP
2
New Amsterdam Partners
New York
$2.11M
3
OSAM
3
O'Shaughnessy Asset Management
Connecticut
$1.63M
4
Morgan Stanley
4
Morgan Stanley
New York
$831K
5
EMFAT
5
Emerald Mutual Fund Advisers Trust
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
101
Wealthspire Advisors (Maryland)
Maryland
$141K +$177 +5 +0.1%
Legal & General Group
102
Legal & General Group
United Kingdom
$104K +$7.09K +206 +7%
AIM
103
Acrospire Investment Management
Illinois
$98K -$31.8K -900 -25%
Teacher Retirement System of Texas
104
Teacher Retirement System of Texas
Texas
$89K +$17.5K +498 +25%
Canada Life
105
Canada Life
Manitoba, Canada
$86K – – –
Bank of America
106
Bank of America
North Carolina
$68K -$116K -3,285 -63%
New York State Teachers Retirement System (NYSTRS)
107
New York State Teachers Retirement System (NYSTRS)
New York
$56K – – –
MOACM
108
Mutual of America Capital Management
New York
$52K – – –
LTFS
109
Ladenburg Thalmann Financial Services
Florida
$49K +$4.37K +124 +10%
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$38K – – –
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$35K – – –
AP
112
Atwood & Palmer
Missouri
$35K – – –
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$34.1K +$34.1K +967 New
UBS Group
114
UBS Group
Switzerland
$32K +$12.2K +340 +62%
PCM
115
Prelude Capital Management
New York
$25K +$25K +700 New
FPFS
116
First Personal Financial Services
North Carolina
$24K – – –
AIM
117
Arcadia Investment Management
Michigan
$21K +$21K +590 New
AG
118
Advisor Group
Arizona
$20K +$20K +593 New
JFGIW
119
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K – – –
IA
120
IFP Advisors
Florida
$14K +$14K +400 New
JC
121
JBF Capital
Colorado
$12K – – –
MCM
122
McKinley Capital Management
Alaska
$11K +$11K +300 New
MFS
123
MSI Financial Services
Massachusetts
$6K – – –
MA
124
MUFG Americas
New York
$6K – – –
EWM
125
Evercore Wealth Management
New York
$5K – – –
2 3 4
5
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