HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

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

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148 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, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+16
Holders Change %
+12.12%
% of All Funds
3.36%
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
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$52.2M
2
FWIA
2
Fort Washington Investment Advisors
Ohio
$15.2M
3
DBT
3
Dubuque Bank & Trust
Iowa
$94.9M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$11.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$9.18M

Top Sellers

1
HHC
1
Hutchin Hill Capital
New York
$3.89M
2
SAM
2
Sentinel Asset Management
Vermont
$0
3
KCM
3
Kennedy Capital Management
Missouri
$5.33M
4
NFA
4
Nationwide Fund Advisors
Ohio
$0
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$9.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
126
Meeder Asset Management
Ohio
$108K +$29.7K +552 +38%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$91K +$23K +428 +34%
MOACM
128
Mutual of America Capital Management
New York
$79K – – –
AG
129
Advisor Group
Arizona
$65K +$37.7K +703 +138%
AP
130
Atwood & Palmer
Missouri
$59K – – –
STA
131
Summit Trail Advisors
New York
$50K +$50K +898 New
FPFS
132
First Personal Financial Services
North Carolina
$36K – – –
GI
133
Gradient Investments
Minnesota
$35K +$35K +653 New
DCM
134
Delpha Capital Management
New York
$29K +$29K +546 New
SGAM
135
Smith Group Asset Management
Texas
$29K +$29K +549 New
JFGIW
136
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K – – –
WAS
137
Winch Advisory Services
Wisconsin
$20K +$55 +1 +0.3%
DVM
138
Dreman Value Management
Florida
$14K – – –
Royal Bank of Canada
139
Royal Bank of Canada
Ontario, Canada
$12K -$119K -2,226 -91%
TRCT
140
Tower Research Capital (TRC)
New York
$10K -$113K -2,057 -92%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$9K +$9K +161 New
PFBT
142
Parkside Financial Bank & Trust
Missouri
$6K -$1.84K -35 -23%
ASN
143
Advisory Services Network
Georgia
$6K +$6K +109 New
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
HR
145
Howe & Rusling
New York
$3K – – –
Loomis, Sayles & Company
146
Loomis, Sayles & Company
Massachusetts
$3K – – –
IWM
147
IHT Wealth Management
Illinois
$3K +$57 +1 +2%
YWP
148
YorkBridge Wealth Partners
New York
$3K +$1.11K +21 +58%
WWM
149
Wagner Wealth Management
South Carolina
$2K – – –
SAM
150
Sentinel Asset Management
Vermont
– -$4.94M -100,069 Closed
3 4 5
6
7