We are live on ! Find out more
HTLF

Heartland Financial USA, Inc.

Delisted

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

140 hedge funds and large institutions have $989M invested in Heartland Financial USA, Inc. in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 34

6% more capital invested

Capital invested by funds: $932M → $989M (+$56.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 144140 (-4)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

Holders
140
Holders Change
-4
Holders Change %
-2.78%
% of All Funds
3.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
63
Reduced
34
Closed
18
Calls
$3.88M
Puts
Net Calls
+$3.88M
Net Calls Change
+$3.88M
Name Holding Trade Value Shares
Change
Change in
Stake
USAA
101
United Services Automobile Association
Texas
$247K
SCC
102
Spring Creek Capital
Kansas
$245K +$244K +4,460 New
AIM
103
Assured Investment Management
New York
$233K +$56.5K +1,032 +32%
WAM
104
Wealthspire Advisors (Maryland)
Maryland
$222K +$274 +5 +0.1%
AB
105
Amalgamated Bank
New York
$219K +$219K +3,998 New
ProShare Advisors
106
ProShare Advisors
Maryland
$212K +$212K +3,869 New
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$207K +$207K +3,778 New
MFW
108
Mosaic Family Wealth
Missouri
$186K
Barclays
109
Barclays
United Kingdom
$166K -$118K -2,160 -42%
AP
110
Atwood & Palmer
Missouri
$144K +$83.5K +1,525 +139%
Canada Life
111
Canada Life
Manitoba, Canada
$140K
Envestnet Asset Management
112
Envestnet Asset Management
Illinois
$136K +$18.5K +338 +16%
AIP
113
Ameritas Investment Partners
Nebraska
$133K +$14.5K +265 +12%
PAI
114
Pittenger & Anderson Inc
Nebraska
$97K
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$93K
MAM
116
Meeder Asset Management
Ohio
$87.5K
MOACM
117
Mutual of America Capital Management
New York
$81K
STA
118
Summit Trail Advisors
New York
$78K +$77.9K +1,423 New
AG
119
Advisor Group
Arizona
$54K -$931 -17 -2%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$50K +$11.4K +209 +29%
RCAG
121
Rehmann Capital Advisory Group
Michigan
$40.9K +$30.6K +558 +298%
QCIG
122
Quad-Cities Investment Group
Iowa
$38K +$38.3K +700 New
Federated Hermes
123
Federated Hermes
Pennsylvania
$37K -$515K -9,397 -93%
GI
124
Gradient Investments
Minnesota
$36K
SGAM
125
Smith Group Asset Management
Texas
$32K +$2.03K +37 +7%

HTLF Hedge Fund Activity: Q2 2018 in Review

140 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q2 2018, worth a combined $989M — up 6.1% from $932M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of HTLF and 16 opened new positions — a net loss of 2 holders — while 34 trimmed existing stakes and 63 added.

The largest buyer was BlackRock, adding an estimated $23.1M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $7.33M.

  • 140 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q2 2018, down from 144 in Q1 2018.
  • Funds reported $989M of Heartland Financial USA, Inc. stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 16 funds opened new Heartland Financial USA, Inc. positions in Q2 2018 and 18 closed out, a net change of -2 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q2 2018 was BlackRock, an estimated $23.1M added.
  • The largest Heartland Financial USA, Inc. seller in Q2 2018 was Thrivent Financial for Lutherans, an estimated $7.33M sold.

Based on aggregated 13F filings for Q2 2018.