HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

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

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143 hedge funds and large institutions have $932M invested in Heartland Financial USA, Inc. in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-5
Holders Change %
-3.38%
% of All Funds
3.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
54
Reduced
44
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$58.5M
2
EARNEST Partners
EARNEST Partners
Georgia
$61.2M
3
State Street
State Street
Massachusetts
$44.2M
4
Norges Bank
Norges Bank
Norway
$8.78M
5
EVM
Eaton Vance Management
Massachusetts
$11.8M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
$23.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$11M
3
FCI
Financial Counselors Inc
Kansas
$10.8M
4
KCM
Kennedy Capital Management
Missouri
$2.38M
5
AL
AJO LP
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
126
Atwood & Palmer
Missouri
$58K – – –
AG
127
Advisor Group
Arizona
$53K -$11.4K -215 -18%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$38K -$2.47M -46,992 -98%
FPFS
129
First Personal Financial Services
North Carolina
$36K – – –
GI
130
Gradient Investments
Minnesota
$35K – – –
SGAM
131
Smith Group Asset Management
Texas
$29K – – –
JFGIW
132
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K – – –
WAS
133
Winch Advisory Services
Wisconsin
$19K +$52 +1 +0.3%
DVM
134
Dreman Value Management
Florida
$14K – – –
Royal Bank of Canada
135
Royal Bank of Canada
Ontario, Canada
$13K +$1.4K +27 +12%
RCAG
136
Rehmann Capital Advisory Group
Michigan
$10K +$10K +187 New
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$8K -$530 -10 -6%
PFBT
138
Parkside Financial Bank & Trust
Missouri
$6K – – –
ASN
139
Advisory Services Network
Georgia
$6K +$639 +13 +12%
IWM
140
IHT Wealth Management
Illinois
$3K – – –
HR
141
Howe & Rusling
New York
$3K – – –
YWP
142
YorkBridge Wealth Partners
New York
$3K – – –
WWM
143
Wagner Wealth Management
South Carolina
$1K +$1K +14 New
AL
144
AJO LP
Pennsylvania
– -$2.87M -53,456 Closed
MCM
145
Maltese Capital Management
New York
– -$1.88M -35,000 Closed
SCM
146
Sterling Capital Management
North Carolina
– -$1.07M -19,870 Closed
CIC
147
Cornercap Investment Counsel
Georgia
– -$825K -15,385 Closed
VRS
148
Virginia Retirement Systems
Virginia
– -$660K -12,300 Closed
Axa
149
Axa
France
– -$590K -11,000 Closed
Creative Planning
150
Creative Planning
Kansas
– -$260K -4,846 Closed
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