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HTLF

Heartland Financial USA, Inc.

Delisted

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

182 hedge funds and large institutions have $1.19B invested in Heartland Financial USA, Inc. in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 58

6% more capital invested

Capital invested by funds: $1.12B → $1.19B (+$71.7M)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more funds holding

Funds holding: 181182 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
182
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
65
Reduced
58
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
101
Congress Asset Management
Massachusetts
$389K
Truist Financial
102
Truist Financial
North Carolina
$376K +$44.5K +1,003 +13%
NEWAS
103
N.E.W. Advisory Services
Wisconsin
$358K
Mariner
104
Mariner
Kansas
$348K +$355K +8,017 New
Handelsbanken Fonder
105
Handelsbanken Fonder
Sweden
$344K
State of Wisconsin Investment Board
106
State of Wisconsin Investment Board
Wisconsin
$342K -$124K -2,791 -26%
Creative Planning
107
Creative Planning
Kansas
$327K +$24K +541 +8%
IIC
108
Integrated Investment Consultants
Michigan
$325K
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$324K -$8.47K -191 -2%
GCM
110
Graham Capital Management
Connecticut
$323K +$331K +7,467 New
COI
111
Connable Office Inc
Michigan
$322K -$21.9K -495 -6%
D.E. Shaw & Co
112
D.E. Shaw & Co
New York
$291K -$165K -3,712 -36%
State Board of Administration of Florida Retirement System
113
State Board of Administration of Florida Retirement System
Florida
$279K
JFA
114
JNBA Financial Advisors
Minnesota
$275K
Rafferty Asset Management
115
Rafferty Asset Management
New York
$265K -$78.7K -1,776 -22%
GHA
116
GW Henssler & Associates
Georgia
$241K +$5.32K +120 +2%
TI
117
Trexquant Investment
Connecticut
$240K -$225K -5,083 -48%
TRCT
118
Tower Research Capital (TRC)
New York
$234K +$165K +3,733 +224%
DCM
119
Dupont Capital Management
Delaware
$234K +$239K +5,390 New
SG Americas Securities
120
SG Americas Securities
New York
$231K -$64.1K -1,446 -21%
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$229K
AB
122
Amalgamated Bank
New York
$229K +$2.26K +51 +1%
JF
123
Jump Financial
Illinois
$226K +$231K +5,200 New
SCA
124
Snowden Capital Advisors
New York
$225K -$2.13K -48 -0.9%
WF
125
Whelan Financial
California
$225K

HTLF Hedge Fund Activity: Q3 2022 in Review

182 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q3 2022, worth a combined $1.19B — up 6.4% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HTLF positions and 16 closed out — a net gain of 1 holder — while 65 added to existing stakes and 58 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $24M. The largest seller was Mesirow Financial Investment Management - Fixed Income, exiting entirely with an estimated $9.74M sold.

  • 182 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2022, up from 181 in Q2 2022.
  • Funds reported $1.19B of Heartland Financial USA, Inc. stock for Q3 2022, up 6.4% quarter-over-quarter.
  • 17 funds opened new Heartland Financial USA, Inc. positions in Q3 2022 and 16 closed out, a net change of +1 holder.
  • The largest Heartland Financial USA, Inc. buyer in Q3 2022 was Janus Henderson Group, an estimated $24M added.
  • The largest Heartland Financial USA, Inc. seller in Q3 2022 was Mesirow Financial Investment Management - Fixed Income, an estimated $9.74M sold.

Based on aggregated 13F filings for Q3 2022.