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HTLF

Heartland Financial USA, Inc.

Delisted

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

142 hedge funds and large institutions have $642M invested in Heartland Financial USA, Inc. in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

1% more funds holding

Funds holding: 140142 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 47

10% less capital invested

Capital invested by funds: $715M → $642M (-$72.8M)

Holders
142
Holders Change
+2
Holders Change %
+1.43%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
43
Reduced
47
Closed
13
Calls
$2.39M
Puts
Net Calls
+$2.39M
Net Calls Change
-$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
HEIP
101
Hudson Edge Investment Partners
New Jersey
$257K -$3.34K -104 -1%
D.E. Shaw & Co
102
D.E. Shaw & Co
New York
$242K +$259K +8,056 New
Handelsbanken Fonder
103
Handelsbanken Fonder
Sweden
$241K
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$240K +$204K +6,354 +389%
TI
105
Trexquant Investment
Connecticut
$233K +$250K +7,774 New
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$208K +$4.82K +150 +2%
PFO
107
Pathstone Family Office
New Jersey
$195K +$209K +6,520 New
JFA
108
JNBA Financial Advisors
Minnesota
$190K
TRCT
109
Tower Research Capital (TRC)
New York
$188K +$69.7K +2,172 +53%
IA
110
IndexIQ Advisors
New York
$187K +$10.8K +337 +6%
AF
111
Advisornet Financial
Minnesota
$170K
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$139K
Acadian Asset Management
113
Acadian Asset Management
Massachusetts
$128K -$650K -20,244 -83%
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$128K +$31K +967 +29%
Citigroup
115
Citigroup
New York
$113K -$304K -9,474 -71%
AIP
116
Ameritas Investment Partners
Nebraska
$91K
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$90K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
118
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$69K +$73.3K +2,284 New
Canada Life
119
Canada Life
Manitoba, Canada
$66K -$7.51K -234 -10%
FBT
120
First Bank & Trust
South Dakota
$50K +$47.3K +1,472 +729%
SFS
121
Sowell Financial Services
Arkansas
$46K +$289 +9 +0.6%
MAM
122
Marquette Asset Management
Minnesota
$44K
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$41K +$32.1K +1,000 +280%
Macquarie Group
124
Macquarie Group
Australia
$32K
LFG
125
Larson Financial Group
Missouri
$32K +$96 +3 +0.3%

HTLF Hedge Fund Activity: Q3 2020 in Review

142 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q3 2020, worth a combined $642M — down 10% from $715M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HTLF positions and 13 closed out — a net gain of 3 holders — while 43 added to existing stakes and 47 trimmed.

The largest buyer was EARNEST Partners, adding an estimated $6.58M. The largest seller was BlackRock, cutting an estimated $5.56M.

  • 142 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2020, up from 140 in Q2 2020.
  • Funds reported $642M of Heartland Financial USA, Inc. stock for Q3 2020, down 10% quarter-over-quarter.
  • 16 funds opened new Heartland Financial USA, Inc. positions in Q3 2020 and 13 closed out, a net change of +3 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q3 2020 was EARNEST Partners, an estimated $6.58M added.
  • The largest Heartland Financial USA, Inc. seller in Q3 2020 was BlackRock, an estimated $5.56M sold.

Based on aggregated 13F filings for Q3 2020.