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HTLF

Heartland Financial USA, Inc.

Delisted

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

149 hedge funds and large institutions have $875M invested in Heartland Financial USA, Inc. in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

29% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 41

24% more capital invested

Capital invested by funds: $704M → $875M (+$172M)

12% more funds holding

Funds holding: 133149 (+16)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
149
Holders Change
+16
Holders Change %
+12.03%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
53
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Teachers Retirement System (NYSTRS)
126
New York State Teachers Retirement System (NYSTRS)
New York
$113K
MAM
127
Meeder Asset Management
Ohio
$108K +$27.9K +552 +38%
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$91K +$21.6K +428 +34%
MOACM
129
Mutual of America Capital Management
New York
$79K
AG
130
Advisor Group
Arizona
$65K +$35.5K +703 +138%
AP
131
Atwood & Palmer
Missouri
$59K
STA
132
Summit Trail Advisors
New York
$50K +$45.4K +898 New
FPFS
133
First Personal Financial Services
North Carolina
$36K
GI
134
Gradient Investments
Minnesota
$35K +$33K +653 New
DCM
135
Delpha Capital Management
New York
$29K +$27.6K +546 New
SGAM
136
Smith Group Asset Management
Texas
$29K +$27.7K +549 New
JFGIW
137
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K
WAS
138
Winch Advisory Services
Wisconsin
$20K +$51 +1 +0.3%
DVM
139
Dreman Value Management
Florida
$14K
Royal Bank of Canada
140
Royal Bank of Canada
Ontario, Canada
$12K -$112K -2,226 -91%
TRCT
141
Tower Research Capital (TRC)
New York
$10K -$104K -2,057 -92%
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$9K +$8.13K +161 New
PFBT
143
Parkside Financial Bank & Trust
Missouri
$6K -$1.77K -35 -23%
ASN
144
Advisory Services Network
Georgia
$6K +$5.51K +109 New
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$4K
HR
146
Howe & Rusling
New York
$3K
Loomis, Sayles & Company
147
Loomis, Sayles & Company
Massachusetts
$3K
IWM
148
IHT Wealth Management
Illinois
$3K +$51 +1 +2%
YWP
149
YorkBridge Wealth Partners
New York
$3K +$1.06K +21 +58%
WWMSC
150
Wagner Wealth Management (South Carolina)
South Carolina
$2K

HTLF Hedge Fund Activity: Q4 2017 in Review

149 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q4 2017, worth a combined $875M — up 24% from $704M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HTLF positions and 10 closed out — a net gain of 16 holders — while 53 added to existing stakes and 41 trimmed.

The largest buyer was EARNEST Partners, adding an estimated $35.4M. The largest seller was Hutchin Hill Capital, cutting an estimated $8.97M.

  • 149 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q4 2017, up from 133 in Q3 2017.
  • Funds reported $875M of Heartland Financial USA, Inc. stock for Q4 2017, up 24% quarter-over-quarter.
  • 26 funds opened new Heartland Financial USA, Inc. positions in Q4 2017 and 10 closed out, a net change of +16 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q4 2017 was EARNEST Partners, an estimated $35.4M added.
  • The largest Heartland Financial USA, Inc. seller in Q4 2017 was Hutchin Hill Capital, an estimated $8.97M sold.

Based on aggregated 13F filings for Q4 2017.