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HTLF

Heartland Financial USA, Inc.

Delisted

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

147 hedge funds and large institutions have $852M invested in Heartland Financial USA, Inc. in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 38 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

53% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 38

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

6% more capital invested

Capital invested by funds: $806M → $852M (+$45.8M)

3% more funds holding

Funds holding: 143147 (+4)

Holders
147
Holders Change
+4
Holders Change %
+2.8%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
29
Increased
58
Reduced
38
Closed
22
Calls
$3.73M
Puts
Net Calls
+$3.73M
Net Calls Change
+$514K
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
101
JNBA Financial Advisors
Minnesota
$284K
MCM
102
Maple Capital Management
Vermont
$273K +$269K +6,100 New
SRAM
103
Stone Ridge Asset Management
New York
$273K +$270K +6,102 New
MML Investors Services
104
MML Investors Services
Massachusetts
$255K +$2.43K +55 +1%
PTC
105
Petrus Trust Company
Texas
$238K +$2.56K +58 +1%
REMPR
106
Roof Eidam Maycock Peralta (REMP)
California
$237K +$235K +5,309 New
KA
107
KLCM Advisors
Wisconsin
$233K
UBS Group
108
UBS Group
Switzerland
$232K -$54.7K -1,239 -19%
COI
109
Connable Office Inc
Michigan
$230K
ARTA
110
A.R.T. Advisors
New York
$227K -$124K -2,800 -36%
AB
111
Amalgamated Bank
New York
$217K +$214K +4,843 New
CSS
112
Cubist Systematic Strategies
Connecticut
$213K -$5.66K -128 -3%
RJA
113
Raymond James & Associates
Florida
$209K +$206K +4,661 New
Creative Planning
114
Creative Planning
Kansas
$208K +$206K +4,656 New
USAA
115
United Services Automobile Association
Texas
$202K +$199K +4,509 New
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$171K -$128K -2,907 -43%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$155K +$122K +2,757 +381%
Victory Capital Management
118
Victory Capital Management
Texas
$154K -$265K -5,994 -63%
S
119
SignatureFD
Georgia
$150K
Canada Life
120
Canada Life
Manitoba, Canada
$139K -$71.7K -1,622 -34%
AAMU
121
Amundi Asset Management US
Massachusetts
$130K
QT
122
Quantbot Technologies
New York
$130K +$129K +2,922 New
AIP
123
Ameritas Investment Partners
Nebraska
$125K +$16.6K +375 +15%
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
$105K +$7.91K +179 +8%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$90K

HTLF Hedge Fund Activity: Q2 2019 in Review

147 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q2 2019, worth a combined $852M — up 5.7% from $806M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new HTLF positions and 22 closed out — a net gain of 7 holders — while 58 added to existing stakes and 38 trimmed.

The largest buyer was Nuveen, adding an estimated $6.1M. The largest seller was Northern Trust, cutting an estimated $16.7M.

  • 147 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q2 2019, up from 143 in Q1 2019.
  • Funds reported $852M of Heartland Financial USA, Inc. stock for Q2 2019, up 5.7% quarter-over-quarter.
  • 29 funds opened new Heartland Financial USA, Inc. positions in Q2 2019 and 22 closed out, a net change of +7 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q2 2019 was Nuveen, an estimated $6.1M added.
  • The largest Heartland Financial USA, Inc. seller in Q2 2019 was Northern Trust, an estimated $16.7M sold.

Based on aggregated 13F filings for Q2 2019.