Heartland Financial USA, Inc.
HTLF
HTLF was delisted on the 31st of January, 2025.
138 hedge funds and large institutions have $638M invested in Heartland Financial USA, Inc. in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 42 reducing their positions, and 23 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 42
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5% less funds holding
Funds holding: 145 → 138 (-7)
17% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 23
38% less capital invested
Capital invested by funds: $1.04B → $638M (-$399M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$10.2M |
| 2 |
BlackRock
New York
|
+$3.67M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3M |
| 4 |
EARNEST Partners
Atlanta,
Georgia
|
+$2.81M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$9.23M |
| 2 |
Millennium Management
New York
|
-$6.31M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$3.48M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$2.88M |
| 5 |
WC
Walthausen & Co
Malta,
New York
|
-$2.59M |
HTLF Hedge Fund Activity: Q1 2020 in Review
138 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q1 2020, worth a combined $638M — down 38% from $1.04B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of HTLF and 19 opened new positions — a net loss of 4 holders — while 42 trimmed existing stakes and 55 added.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $10.2M. The largest seller was Stifel Financial, exiting entirely with an estimated $9.23M sold.
- 138 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q1 2020, down from 145 in Q4 2019.
- Funds reported $638M of Heartland Financial USA, Inc. stock for Q1 2020, down 38% quarter-over-quarter.
- 19 funds opened new Heartland Financial USA, Inc. positions in Q1 2020 and 23 closed out, a net change of -4 holders.
- The largest Heartland Financial USA, Inc. buyer in Q1 2020 was Thrivent Financial for Lutherans, an estimated $10.2M added.
- The largest Heartland Financial USA, Inc. seller in Q1 2020 was Stifel Financial, an estimated $9.23M sold.
Based on aggregated 13F filings for Q1 2020.