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HTLF

Heartland Financial USA, Inc.

Delisted

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

140 hedge funds and large institutions have $1.12B invested in Heartland Financial USA, Inc. in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 40

14% more capital invested

Capital invested by funds: $989M → $1.12B (+$136M)

0% more funds holding

Funds holding: 140140 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

Holders
140
Holders Change
Holders Change %
0%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
50
Reduced
40
Closed
14
Calls
$4.56M
Puts
Net Calls
+$4.56M
Net Calls Change
+$674K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$32K
JFGIW
127
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29K
Qube Research & Technologies (QRT)
128
Qube Research & Technologies (QRT)
United Kingdom
$29K +$23.8K +400 +400%
QT
129
Quantbot Technologies
New York
$28K +$28.9K +486 New
WAS
130
Winch Advisory Services
Wisconsin
$21K +$59 +1 +0.3%
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$16K +$16.6K +280 New
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$12K +$3.33K +56 +37%
PG
133
Patten Group
Tennessee
$9K
ASN
134
Advisory Services Network
Georgia
$7K
PFBT
135
Parkside Financial Bank & Trust
Missouri
$5K
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.73K +46 New
WSTAM
137
Wilbanks Smith & Thomas Asset Management
Virginia
$2K +$2.26K +38 New
Federated Hermes
138
Federated Hermes
Pennsylvania
$1K -$40K -674 -99%
WWMSC
139
Wagner Wealth Management (South Carolina)
South Carolina
$1K
Allianz Asset Management
140
Allianz Asset Management
Germany
-$21.1M -384,770 Closed
Millennium Management
141
Millennium Management
New York
-$6.1M -111,185 Closed
American Century Companies
142
American Century Companies
Missouri
-$1.15M -20,891 Closed
ARTA
143
A.R.T. Advisors
New York
-$827K -15,094 Closed
JFA
144
JNBA Financial Advisors
Minnesota
-$348K -6,351 Closed
Teacher Retirement System of Texas
145
Teacher Retirement System of Texas
Texas
-$299K -5,456 Closed
SCC
146
Spring Creek Capital
Kansas
-$245K -4,460 Closed
AIM
147
Assured Investment Management
New York
-$233K -4,246 Closed
Envestnet Asset Management
148
Envestnet Asset Management
Illinois
-$136K -2,476 Closed
PIA
149
Piedmont Investment Advisors
North Carolina
-$28K -510 Closed
CF
150
Centaurus Financial
California
-$4K -77 Closed

HTLF Hedge Fund Activity: Q3 2018 in Review

140 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q3 2018, worth a combined $1.12B — up 14% from $989M a quarter earlier.

Fund positioning in HTLF was balanced in Q3 2018: 14 funds opened new positions, 14 closed out, 50 added to existing stakes and 40 trimmed.

The largest buyer was Vanguard Group, adding an estimated $39.7M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $21.1M sold.

  • 140 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $1.12B of Heartland Financial USA, Inc. stock for Q3 2018, up 14% quarter-over-quarter.
  • 14 funds opened new Heartland Financial USA, Inc. positions in Q3 2018 and 14 closed out, a net change of 0 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q3 2018 was Vanguard Group, an estimated $39.7M added.
  • The largest Heartland Financial USA, Inc. seller in Q3 2018 was Allianz Asset Management, an estimated $21.1M sold.

Based on aggregated 13F filings for Q3 2018.