Heartland Financial USA, Inc.
HTLF
HTLF was delisted on the 31st of January, 2025.
132 hedge funds and large institutions have $360M invested in Heartland Financial USA, Inc. in 2016 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 41 reducing their positions, and 14 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 41
14% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 14
1% more capital invested
Capital invested by funds: $356M → $360M (+$3.18M)
1% more funds holding
Funds holding: 131 → 132 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$13.4M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$3.72M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.35M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.1M |
| 5 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$3.04M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.66M |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$1.63M |
| 4 |
Renaissance Technologies
New York
|
-$1.46M |
| 5 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$1.37M |
HTLF Hedge Fund Activity: Q3 2016 in Review
132 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q3 2016, worth a combined $360M — up 0.89% from $356M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new HTLF positions and 14 closed out — a net gain of 2 holders — while 47 added to existing stakes and 41 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $13.4M. The largest seller was JP Morgan Chase, cutting an estimated $3.04M.
- 132 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2016, up from 131 in Q2 2016.
- Funds reported $360M of Heartland Financial USA, Inc. stock for Q3 2016, up 0.89% quarter-over-quarter.
- 16 funds opened new Heartland Financial USA, Inc. positions in Q3 2016 and 14 closed out, a net change of +2 holders.
- The largest Heartland Financial USA, Inc. buyer in Q3 2016 was Allianz Asset Management, an estimated $13.4M added.
- The largest Heartland Financial USA, Inc. seller in Q3 2016 was JP Morgan Chase, an estimated $3.04M sold.
Based on aggregated 13F filings for Q3 2016.