HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

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

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139 hedge funds and large institutions have $988M invested in Heartland Financial USA, Inc. in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 33 reducing their positions, and 18 closing their positions.

Holders
139
Holders Change
-4
Holders Change %
-2.8%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
63
Reduced
33
Closed
18
Calls
$3.88M
Puts
–
Net Calls
+$3.88M
Net Calls Change
+$3.88M

Top Buyers

1
BlackRock
1
BlackRock
New York
$109M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$74.8M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$75.5M
4
Millennium Management
4
Millennium Management
New York
$6.1M
5
AI
5
Accredited Investors
Minnesota
$7.06M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$4.82M
2
EVM
2
Eaton Vance Management
Massachusetts
$6.1M
3
Prudential Financial
3
Prudential Financial
New Jersey
$16.7M
4
State Street
4
State Street
Massachusetts
$42.1M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
126
Piedmont Investment Advisors
North Carolina
$28K +$28K +510 New
JFGIW
127
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K – – –
WAS
128
Winch Advisory Services
Wisconsin
$20K +$54 +1 +0.3%
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$20K +$6.4K +118 +47%
PG
130
Patten Group
Tennessee
$9K +$9K +163 New
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$8K – – –
ASN
132
Advisory Services Network
Georgia
$7K – – –
Qube Research & Technologies (QRT)
133
Qube Research & Technologies (QRT)
United Kingdom
$5K +$5K +100 New
PFBT
134
Parkside Financial Bank & Trust
Missouri
$4K -$1.56K -32 -28%
CF
135
Centaurus Financial
California
$4K +$4K +77 New
YWP
136
YorkBridge Wealth Partners
New York
$3K – – –
SPIA
137
Steward Partners Investment Advisory
New York
$2K +$2K +33 New
MPWT
138
MassMutual Private Wealth & Trust
Connecticut
$1.37K +$1.37K +25 New
WWM
139
Wagner Wealth Management
South Carolina
$1K – – –
KCM
140
Kennedy Capital Management
Missouri
– -$2.38M -44,882 Closed
ZIM
141
Zacks Investment Management
Illinois
– -$1.25M -23,553 Closed
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
– -$1.03M -19,459 Closed
FQ
143
First Quadrant
California
– -$942K -17,765 Closed
Marshall Wace
144
Marshall Wace
United Kingdom
– -$653K -12,300 Closed
BCM
145
Buckhead Capital Management
Georgia
– -$608K -11,455 Closed
CI
146
Cigna Investments
Connecticut
– -$526K -9,917 Closed
Wellington Management Group
147
Wellington Management Group
Massachusetts
– -$451K -8,501 Closed
SO
148
STRS Ohio
Ohio
– -$387K -7,300 Closed
AIA
149
Affinity Investment Advisors
California
– -$349K -6,576 Closed
IC
150
Iconiq Capital
California
– -$328K -6,185 Closed
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