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HTLF

Heartland Financial USA, Inc.

Delisted

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

149 hedge funds and large institutions have $875M invested in Heartland Financial USA, Inc. in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

29% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 41

24% more capital invested

Capital invested by funds: $704M → $875M (+$172M)

12% more funds holding

Funds holding: 133149 (+16)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
149
Holders Change
+16
Holders Change %
+12.03%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
53
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
101
ETrade Capital Management
Virginia
$384K +$71.4K +1,414 +25%
UB
102
UMB Bank
Missouri
$351K +$331K +6,550 New
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$345K -$505 -10 -0.2%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$333K
IC
105
Iconiq Capital
California
$332K
Legal & General Group
106
Legal & General Group
United Kingdom
$328K -$24.3K -481 -7%
LTFS
107
Ladenburg Thalmann Financial Services
Florida
$297K +$55.8K +1,104 +25%
Victory Capital Management
108
Victory Capital Management
Texas
$278K +$22.6K +448 +9%
D.E. Shaw & Co
109
D.E. Shaw & Co
New York
$261K -$617K -12,219 -72%
CAM
110
Congress Asset Management
Massachusetts
$260K
Creative Planning
111
Creative Planning
Kansas
$260K +$245K +4,846 New
CCA
112
Catalyst Capital Advisors
New York
$255K -$626K -12,400 -72%
AIA
113
Affinity Investment Advisors
California
$249K
TA
114
Teton Advisors
New York
$241K
CCMH
115
Cornerstone Capital Management Holdings
New York
$241K +$227K +4,500 New
XK
116
Xact Kapitalforvaltning
Sweden
$222K +$209K +4,137 New
WAM
117
Wealthspire Advisors (Maryland)
Maryland
$216K +$354 +7 +0.2%
FIM
118
Freedom Investment Management
Connecticut
$216K +$204K +4,035 New
Barclays
119
Barclays
United Kingdom
$214K +$173K +3,427 +601%
Parallax Volatility Advisers
120
Parallax Volatility Advisers
California
$203K +$191K +3,780 New
MFW
121
Mosaic Family Wealth
Missouri
$182K +$171K +3,384 New
PAI
122
Pittenger & Anderson Inc
Nebraska
$148K -$5.56K -110 -4%
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$133K +$2.73K +54 +2%
Canada Life
124
Canada Life
Manitoba, Canada
$131K
AIP
125
Ameritas Investment Partners
Nebraska
$116K

HTLF Hedge Fund Activity: Q4 2017 in Review

149 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q4 2017, worth a combined $875M — up 24% from $704M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HTLF positions and 10 closed out — a net gain of 16 holders — while 53 added to existing stakes and 41 trimmed.

The largest buyer was EARNEST Partners, adding an estimated $35.4M. The largest seller was Hutchin Hill Capital, cutting an estimated $8.97M.

  • 149 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q4 2017, up from 133 in Q3 2017.
  • Funds reported $875M of Heartland Financial USA, Inc. stock for Q4 2017, up 24% quarter-over-quarter.
  • 26 funds opened new Heartland Financial USA, Inc. positions in Q4 2017 and 10 closed out, a net change of +16 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q4 2017 was EARNEST Partners, an estimated $35.4M added.
  • The largest Heartland Financial USA, Inc. seller in Q4 2017 was Hutchin Hill Capital, an estimated $8.97M sold.

Based on aggregated 13F filings for Q4 2017.