HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

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

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137 hedge funds and large institutions have $852M invested in Heartland Financial USA, Inc. in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 53 reducing their positions, and 21 closing their positions.

Holders
137
Holders Change
-2
Holders Change %
-1.44%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
38
Reduced
53
Closed
21
Calls
$2.46M
Puts
–
Net Calls
+$2.46M
Net Calls Change
-$2.1M

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$60.6M
2
BlackRock
2
BlackRock
New York
$99M
3
Stifel Financial
3
Stifel Financial
Missouri
$12.2M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$55M
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$16.5M

Top Sellers

1
State Street
1
State Street
Massachusetts
$32.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$71.1M
3
DBT
3
Dubuque Bank & Trust
Iowa
$72.7M
4
WC
4
Walthausen & Co
New York
$4.94M
5
Wells Fargo
5
Wells Fargo
California
$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
126
Gradient Investments
Minnesota
$29K – – –
SGAM
127
Smith Group Asset Management
Texas
$26K -$179 -4 -0.7%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
JFGIW
129
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K – – –
WAS
130
Winch Advisory Services
Wisconsin
$16K +$43 +1 +0.3%
PRC
131
Pearl River Capital
Michigan
$15K +$15K +335 New
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$12K – – –
PFBT
133
Parkside Financial Bank & Trust
Missouri
$4K – – –
UB
134
UMB Bank
Missouri
$2.21K +$2.04K +46,390 +1,186%
ASN
135
Advisory Services Network
Georgia
$2K -$4.6K -85 -70%
CAM
136
Cresset Asset Management
Illinois
$2K +$2K +56 New
LSV Asset Management
137
LSV Asset Management
Illinois
– -$2.91M -50,049 Closed
RA
138
Royce & Associates
New York
– -$2.22M -38,302 Closed
BCM
139
BlueCrest Capital Management
Jersey
– -$532K -9,168 Closed
ZCM
140
Zebra Capital Management
Connecticut
– -$503K -8,673 Closed
ECM
141
ETrade Capital Management
Virginia
– -$369K -6,360 Closed
HH
142
Hilltop Holdings
Texas
– -$293K -5,053 Closed
USAA
143
United Services Automobile Association
Texas
– -$262K -4,509 Closed
AB
144
Amalgamated Bank
New York
– -$230K -3,967 Closed
Commonwealth Equity Services
145
Commonwealth Equity Services
Massachusetts
– -$219K -3,780 Closed
IIC
146
Integrated Investment Consultants
Michigan
– -$219K -3,767 Closed
ProShare Advisors
147
ProShare Advisors
Maryland
– -$209K -3,593 Closed
MML Investors Services
148
MML Investors Services
Massachusetts
– -$203K -3,502 Closed
STA
149
Summit Trail Advisors
New York
– -$115K -1,974 Closed
MOACM
150
Mutual of America Capital Management
New York
– -$86K -1,475 Closed
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