HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

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

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132 hedge funds and large institutions have $597M invested in Heartland Financial USA, Inc. in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 20 closing their positions.

Holders
132
Holders Change
-4
Holders Change %
-2.94%
% of All Funds
3.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
48
Reduced
41
Closed
20
Calls
$500K
Puts
$170K
Net Calls
+$330K
Net Calls Change
+$481K

Top Buyers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$11.7M
2
State Street
2
State Street
Massachusetts
$29.5M
3
Bank of America
3
Bank of America
North Carolina
$8M
4
APP
4
Avantax Planning Partners
Iowa
$5.19M
5
HHC
5
Hutchin Hill Capital
New York
$9.93M

Top Sellers

1
PFC
1
Phocas Financial Corp
California
$4.97M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$4.56M
3
American Century Companies
3
American Century Companies
Missouri
$2.39M
4
DBT
4
Dubuque Bank & Trust
Iowa
$14.9M
5
WCA
5
Waratah Capital Advisors
Ontario, Canada
$282K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
101
Wealthspire Advisors (Maryland)
Maryland
$189K +$235 +5 +0.1%
PAI
102
Pittenger & Anderson Inc
Nebraska
$183K +$183K +3,875 New
Victory Capital Management
103
Victory Capital Management
Texas
$180K +$27K +572 +18%
LTFS
104
Ladenburg Thalmann Financial Services
Florida
$147K +$111K +2,376 +311%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$116K +$111K +2,348 +1,973%
Canada Life
106
Canada Life
Manitoba, Canada
$115K – – –
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$107K +$73.3K +1,558 +218%
AIP
108
Ameritas Investment Partners
Nebraska
$102K +$9.23K +195 +10%
New York State Teachers Retirement System (NYSTRS)
109
New York State Teachers Retirement System (NYSTRS)
New York
$94K -$4.7K -100 -5%
MOACM
110
Mutual of America Capital Management
New York
$69K – – –
MAM
111
Meeder Asset Management
Ohio
$65K +$65K +1,375 New
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$60K +$12.6K +267 +27%
AP
113
Atwood & Palmer
Missouri
$52K +$4.73K +100 +10%
FPFS
114
First Personal Financial Services
North Carolina
$32K – – –
JFGIW
115
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K – – –
Creative Planning
116
Creative Planning
Kansas
$24K – – –
AG
117
Advisor Group
Arizona
$23K +$2.83K +59 +14%
Royal Bank of Canada
118
Royal Bank of Canada
Ontario, Canada
$18K -$282K -5,822 -94%
WAS
119
Winch Advisory Services
Wisconsin
$17K – – –
JC
120
JBF Capital
Colorado
$15K – – –
CG
121
Cutler Group
California
$14K -$22.8K -500 -62%
DVM
122
Dreman Value Management
Florida
$12K +$12K +256 New
UBS Group
123
UBS Group
Switzerland
$11K -$86K -1,767 -89%
TRCT
124
Tower Research Capital (TRC)
New York
$8K +$8K +169 New
PFBT
125
Parkside Financial Bank & Trust
Missouri
$7K +$7K +146 New
3 4
5
6 7