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HTLF

Heartland Financial USA, Inc.

Delisted

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

140 hedge funds and large institutions have $1.12B invested in Heartland Financial USA, Inc. in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 40

14% more capital invested

Capital invested by funds: $989M → $1.12B (+$136M)

0% more funds holding

Funds holding: 140140 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

Holders
140
Holders Change
Holders Change %
0%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
50
Reduced
40
Closed
14
Calls
$4.56M
Puts
Net Calls
+$4.56M
Net Calls Change
+$674K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
101
Wealthspire Advisors (Maryland)
Maryland
$235K +$297 +5 +0.1%
AB
102
Amalgamated Bank
New York
$230K -$1.84K -31 -0.8%
UB
103
UMB Bank
Missouri
$227K -$157K -2,640 -40%
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$219K +$119 +2 +0.1%
IIC
105
Integrated Investment Consultants
Michigan
$219K +$224K +3,767 New
Squarepoint
106
Squarepoint
New York
$215K +$220K +3,700 New
ProShare Advisors
107
ProShare Advisors
Maryland
$209K -$16.4K -276 -7%
MML Investors Services
108
MML Investors Services
Massachusetts
$203K +$208K +3,502 New
MFW
109
Mosaic Family Wealth
Missouri
$185K
AP
110
Atwood & Palmer
Missouri
$152K
Canada Life
111
Canada Life
Manitoba, Canada
$148K
AIP
112
Ameritas Investment Partners
Nebraska
$141K
AG
113
Advisor Group
Arizona
$135K +$79.9K +1,345 +137%
STA
114
Summit Trail Advisors
New York
$115K +$32.7K +551 +39%
PAI
115
Pittenger & Anderson Inc
Nebraska
$102K
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$100K +$80.6K +1,357 +368%
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$98K
MOACM
118
Mutual of America Capital Management
New York
$86K
MAM
119
Meeder Asset Management
Ohio
$80K -$12.7K -213 -13%
FHB
120
First Hawaiian Bank
Hawaii
$64K +$65.6K +1,104 New
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$55K -$356 -6 -0.6%
QCIG
122
Quad-Cities Investment Group
Iowa
$41K
RCAG
123
Rehmann Capital Advisory Group
Michigan
$40.7K -$2.61K -44 -6%
GI
124
Gradient Investments
Minnesota
$38K
SGAM
125
Smith Group Asset Management
Texas
$34K

HTLF Hedge Fund Activity: Q3 2018 in Review

140 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q3 2018, worth a combined $1.12B — up 14% from $989M a quarter earlier.

Fund positioning in HTLF was balanced in Q3 2018: 14 funds opened new positions, 14 closed out, 50 added to existing stakes and 40 trimmed.

The largest buyer was Vanguard Group, adding an estimated $39.7M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $21.1M sold.

  • 140 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $1.12B of Heartland Financial USA, Inc. stock for Q3 2018, up 14% quarter-over-quarter.
  • 14 funds opened new Heartland Financial USA, Inc. positions in Q3 2018 and 14 closed out, a net change of 0 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q3 2018 was Vanguard Group, an estimated $39.7M added.
  • The largest Heartland Financial USA, Inc. seller in Q3 2018 was Allianz Asset Management, an estimated $21.1M sold.

Based on aggregated 13F filings for Q3 2018.