HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

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

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217 hedge funds and large institutions have $1.16B invested in Heartland Financial USA, Inc. in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 62 increasing their positions, 78 reducing their positions, and 16 closing their positions.

Holders
217
Holders Change
+25
Holders Change %
+13.02%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
44
Increased
62
Reduced
78
Closed
16
Calls
$64K
Puts
$293K
Net Calls
-$229K
Net Calls Change
-$541K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.7M
2
FL
2
Fourthstone LLC
Missouri
$11.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$7.72M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$20.2M
5
American Century Companies
5
American Century Companies
Missouri
$17.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$4.24M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$99.3M
3
APP
3
Avantax Planning Partners
Iowa
$1.16M
4
GCP
4
GSA Capital Partners
United Kingdom
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
OQS
101
Occudo Quantitative Strategies
Florida
$652K +$652K +17,330 New
ECM
102
ExodusPoint Capital Management
New York
$643K +$643K +17,095 New
Russell Investments Group
103
Russell Investments Group
United Kingdom
$634K +$203K +5,400 +47%
UA
104
Unison Advisors
District of Columbia
$616K +$6.09K +162 +1%
ET
105
Entropy Technologies
New York
$603K +$603K +16,037 New
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$577K +$164K +4,364 +40%
QWP
107
Quotient Wealth Partners
Texas
$549K +$549K +14,599 New
AP
108
Atwood & Palmer
Missouri
$546K – – –
SCA
109
Sippican Capital Advisors
Massachusetts
$542K +$542K +14,402 New
KA
110
KLCM Advisors
Wisconsin
$523K – – –
WF
111
Whelan Financial
California
$516K +$1.88K +50 +0.4%
MC
112
Moors & Cabot
Massachusetts
$508K -$13.6K -361 -3%
Creative Planning
113
Creative Planning
Kansas
$492K -$43.8K -1,164 -8%
SGI
114
Summit Global Investments
Utah
$479K +$479K +12,749 New
JFG
115
Jefferies Financial Group
New York
$470K +$470K +12,500 New
ECG
116
EPIQ Capital Group
California
$470K +$4.63K +123 +1%
AP
117
Americana Partners
Texas
$468K +$4.44K +118 +1%
CIC
118
Cornercap Investment Counsel
Georgia
$460K +$460K +12,230 New
CANY
119
Caxton Associates (New York)
New York
$457K +$457K +12,153 New
State Board of Administration of Florida Retirement System
120
State Board of Administration of Florida Retirement System
Florida
$454K – – –
State of Wisconsin Investment Board
121
State of Wisconsin Investment Board
Wisconsin
$453K +$124K +3,303 +38%
PTC
122
Petrus Trust Company
Texas
$438K -$142K -3,766 -24%
SCM
123
Steele Capital Management
Iowa
$438K +$438K +11,647 New
DFCM
124
Dark Forest Capital Management
Puerto Rico
$435K -$290K -7,700 -40%
US Bancorp
125
US Bancorp
Minnesota
$432K +$1.35K +36 +0.3%
3 4
5
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