HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

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

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192 hedge funds and large institutions have $888M invested in Heartland Financial USA, Inc. in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 63 reducing their positions, and 12 closing their positions.

Holders
192
Holders Change
+13
Holders Change %
+7.26%
% of All Funds
3.06%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
72
Reduced
63
Closed
12
Calls
$853K
Puts
$541K
Net Calls
+$312K
Net Calls Change
+$334K

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$8.03M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$23.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.08M
4
NIG
4
NFJ Investment Group
Texas
$3.66M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$8.33M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$11.2M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$58.3M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.8M
4
State Street
4
State Street
Massachusetts
$33.4M
5
DBT
5
Dubuque Bank & Trust
Iowa
$47.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jacobs Levy Equity Management
101
Jacobs Levy Equity Management
New Jersey
$492K -$146K -4,972 -23%
UA
102
Unison Advisors
District of Columbia
$477K – – –
PTC
103
Petrus Trust Company
Texas
$454K – – –
Principal Financial Group
104
Principal Financial Group
Iowa
$445K +$145K +4,923 +48%
AP
105
Atwood & Palmer
Missouri
$427K -$32.4K -1,100 -7%
Creative Planning
106
Creative Planning
Kansas
$419K +$14.5K +494 +4%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$412K +$412K +14,003 New
KA
108
KLCM Advisors
Wisconsin
$409K +$409K +13,900 New
MC
109
Moors & Cabot
Massachusetts
$408K +$42.5K +1,443 +12%
WF
110
Whelan Financial
California
$402K +$1.47K +50 +0.4%
ECG
111
EPIQ Capital Group
California
$364K +$3.56K +121 +1%
FCI
112
Financial Counselors Inc
Kansas
$359K -$308K -10,480 -46%
State Board of Administration of Florida Retirement System
113
State Board of Administration of Florida Retirement System
Florida
$355K +$2.06K +70 +0.6%
RJFSA
114
Raymond James Financial Services Advisors
Florida
$340K +$17.5K +593 +5%
ASRS
115
Arizona State Retirement System
Arizona
$339K +$5.27K +179 +2%
Russell Investments Group
116
Russell Investments Group
United Kingdom
$337K -$58.9K -2,002 -15%
US Bancorp
117
US Bancorp
Minnesota
$337K +$3.77K +128 +1%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$323K +$323K +10,990 New
QT
119
Quantbot Technologies
New York
$300K -$188K -6,395 -39%
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$291K +$72.1K +2,450 +33%
HEIP
121
Hudson Edge Investment Partners
New Jersey
$286K -$882 -30 -0.3%
Truist Financial
122
Truist Financial
North Carolina
$282K -$344K -11,692 -55%
Handelsbanken Fonder
123
Handelsbanken Fonder
Sweden
$281K – – –
IIC
124
Integrated Investment Consultants
Michigan
$274K +$1.97K +67 +0.7%
NYLIM
125
New York Life Investment Management
New York
$273K -$43.2K -1,467 -14%
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