Heartland Financial USA, Inc.
HTLF
HTLF was delisted on the 31st of January, 2025.
140 hedge funds and large institutions have $715M invested in Heartland Financial USA, Inc. in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 15 closing their positions.
2,195% more call options, than puts
Call options by funds: $4.84M | Put options by funds: $211K
27% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 15
13% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 45
12% more capital invested
Capital invested by funds: $638M → $715M (+$76.2M)
1% more funds holding
Funds holding: 138 → 140 (+2)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$5.37M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.56M |
| 3 |
BlackRock
New York
|
+$2.44M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.73M |
| 5 |
Millennium Management
New York
|
+$1.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
MidWestOne Financial Group
Iowa City,
Iowa
|
-$3.9M |
| 2 |
Goldman Sachs
New York
|
-$1.69M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.68M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$1.21M |
| 5 |
AI
Accredited Investors
Edina,
Minnesota
|
-$1.05M |
HTLF Hedge Fund Activity: Q2 2020 in Review
140 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q2 2020, worth a combined $715M — up 12% from $638M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new HTLF positions and 15 closed out — a net gain of 4 holders — while 51 added to existing stakes and 45 trimmed.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $5.37M. The largest seller was MidWestOne Financial Group, exiting entirely with an estimated $3.9M sold.
- 140 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q2 2020, up from 138 in Q1 2020.
- Funds reported $715M of Heartland Financial USA, Inc. stock for Q2 2020, up 12% quarter-over-quarter.
- 19 funds opened new Heartland Financial USA, Inc. positions in Q2 2020 and 15 closed out, a net change of +4 holders.
- The largest Heartland Financial USA, Inc. buyer in Q2 2020 was Thrivent Financial for Lutherans, an estimated $5.37M added.
- The largest Heartland Financial USA, Inc. seller in Q2 2020 was MidWestOne Financial Group, an estimated $3.9M sold.
Based on aggregated 13F filings for Q2 2020.