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HTLF

Heartland Financial USA, Inc.

Delisted

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

147 hedge funds and large institutions have $852M invested in Heartland Financial USA, Inc. in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 38 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

53% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 38

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

6% more capital invested

Capital invested by funds: $806M → $852M (+$45.8M)

3% more funds holding

Funds holding: 143147 (+4)

Holders
147
Holders Change
+4
Holders Change %
+2.8%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
29
Increased
58
Reduced
38
Closed
22
Calls
$3.73M
Puts
Net Calls
+$3.73M
Net Calls Change
+$514K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
126
Advisor Group
Arizona
$76K -$2.43K -55 -3%
MAM
127
Marquette Asset Management
Minnesota
$66K
LFG
128
Larson Financial Group
Missouri
$61K +$177 +4 +0.3%
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$35K -$14.6K -331 -30%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$33K -$345K -7,815 -91%
QCIG
131
Quad-Cities Investment Group
Iowa
$31K
GI
132
Gradient Investments
Minnesota
$29K +$28.8K +653 New
MIFH
133
Migdal Insurance & Financial Holdings
Israel
$25K -$9.32K -211 -27%
RCAG
134
Rehmann Capital Advisory Group
Michigan
$23.3K -$4.99K -113 -18%
JFGIW
135
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K
WAS
136
Winch Advisory Services
Wisconsin
$17K +$44 +1 +0.3%
TRCT
137
Tower Research Capital (TRC)
New York
$15K +$14.4K +326 New
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$13K
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$9K
CFG
140
Citizens Financial Group
Rhode Island
$6K +$6.01K +136 New
CAW
141
Cornerstone Advisors (Washington)
Washington
$5K +$3.8K +86 +358%
PCP
142
Proficio Capital Partners
Massachusetts
$3K +$2.56K +58 New
FBT
143
First Bank & Trust
South Dakota
$3K +$2.92K +66 New
PFBT
144
Parkside Financial Bank & Trust
Missouri
$2K +$1.59K +36 New
CFGS
145
Concourse Financial Group Securities
Alabama
$2K +$1.68K +38 New
CI
146
CX Institutional
Indiana
$1K +$751 +17 New
QT
147
Quantamental Technologies
New York
$1K +$1.1K +25 New
DTL
148
Dynamic Technology Lab
Singapore
-$929K -21,780 Closed
PP
149
Paloma Partners
Connecticut
-$580K -13,596 Closed
TI
150
Trexquant Investment
Connecticut
-$462K -10,825 Closed

HTLF Hedge Fund Activity: Q2 2019 in Review

147 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q2 2019, worth a combined $852M — up 5.7% from $806M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new HTLF positions and 22 closed out — a net gain of 7 holders — while 58 added to existing stakes and 38 trimmed.

The largest buyer was Nuveen, adding an estimated $6.1M. The largest seller was Northern Trust, cutting an estimated $16.7M.

  • 147 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q2 2019, up from 143 in Q1 2019.
  • Funds reported $852M of Heartland Financial USA, Inc. stock for Q2 2019, up 5.7% quarter-over-quarter.
  • 29 funds opened new Heartland Financial USA, Inc. positions in Q2 2019 and 22 closed out, a net change of +7 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q2 2019 was Nuveen, an estimated $6.1M added.
  • The largest Heartland Financial USA, Inc. seller in Q2 2019 was Northern Trust, an estimated $16.7M sold.

Based on aggregated 13F filings for Q2 2019.