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HTLF

Heartland Financial USA, Inc.

Delisted

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

175 hedge funds and large institutions have $1.24B invested in Heartland Financial USA, Inc. in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

46% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 46

40% more capital invested

Capital invested by funds: $889M → $1.24B (+$352M)

11% more funds holding

Funds holding: 158175 (+17)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
175
Holders Change
+17
Holders Change %
+10.76%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
67
Reduced
46
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Board of Administration of Florida Retirement System
126
State Board of Administration of Florida Retirement System
Florida
$351K
Verition Fund Management
127
Verition Fund Management
Connecticut
$336K +$314K +6,679 New
AA
128
ALPS Advisors
Colorado
$326K +$305K +6,489 New
JFA
129
JNBA Financial Advisors
Minnesota
$319K
COI
130
Connable Office Inc
Michigan
$293K
QI
131
QS Investors
New York
$282K -$282K -6,000 -52%
SO
132
STRS Ohio
Ohio
$251K
PP
133
PDT Partners
New York
$243K +$227K +4,827 New
ECG
134
Edge Capital Group
Georgia
$239K +$224K +4,761 New
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$233K
TI
136
Trexquant Investment
Connecticut
$231K -$164K -3,479 -43%
IIC
137
Integrated Investment Consultants
Michigan
$230K +$215K +4,575 New
CCIA
138
Campbell & Co Investment Adviser
Maryland
$227K +$212K +4,509 New
BC
139
Bridgefront Capital
Texas
$219K +$205K +4,354 New
KA
140
KLCM Advisors
Wisconsin
$212K -$47K -1,000 -19%
HI
141
Harbour Investments
Wisconsin
$205K +$192K +4,081 New
DA
142
Dillon & Associates
Michigan
$200K +$188K +4,000 New
CMBA
143
C.M. Bidwell & Associates
Hawaii
$197K +$32.9K +699 +22%
TRCT
144
Tower Research Capital (TRC)
New York
$190K +$49.7K +1,057 +39%
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$176K -$35.3K -750 -18%
Royal Bank of Canada
146
Royal Bank of Canada
Ontario, Canada
$163K +$50.3K +1,069 +49%
AIP
147
Ameritas Investment Partners
Nebraska
$142K -$9.92K -211 -7%
Barrow, Hanley, Mewhinney & Strauss
148
Barrow, Hanley, Mewhinney & Strauss
Texas
$112K +$57K +1,213 +119%
Canada Life
149
Canada Life
Manitoba, Canada
$109K
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$90K

HTLF Hedge Fund Activity: Q1 2021 in Review

175 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q1 2021, worth a combined $1.24B — up 40% from $889M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HTLF positions and 13 closed out — a net gain of 20 holders — while 67 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $45.9M. The largest seller was Northern Trust, cutting an estimated $8.14M.

  • 175 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q1 2021, up from 158 in Q4 2020.
  • Funds reported $1.24B of Heartland Financial USA, Inc. stock for Q1 2021, up 40% quarter-over-quarter.
  • 33 funds opened new Heartland Financial USA, Inc. positions in Q1 2021 and 13 closed out, a net change of +20 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q1 2021 was BlackRock, an estimated $45.9M added.
  • The largest Heartland Financial USA, Inc. seller in Q1 2021 was Northern Trust, an estimated $8.14M sold.

Based on aggregated 13F filings for Q1 2021.