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HTLF

Heartland Financial USA, Inc.
HTLF

Delisted

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

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186 hedge funds and large institutions have $1.32B invested in Heartland Financial USA, Inc. in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 50 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

26% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 50

7% more capital invested

Capital invested by funds: $1.23B → $1.32B (+$91.2M)

4% more funds holding

Funds holding: 179 → 186 (+7)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
186
Holders Change
+7
Holders Change %
+3.91%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
63
Reduced
50
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.56M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$7.25M
3
Millennium Management
Millennium Management
New York
+$7.08M
4
Ameriprise
Ameriprise
Minnesota
+$6.58M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$5.62M

Top Sellers

Rank Fund Capital Flow
1
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$3.29M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.88M
3
Prudential Financial
Prudential Financial
New Jersey
-$2.68M
4
ECM
ExodusPoint Capital Management
New York
-$2.57M
5
EARNEST Partners
EARNEST Partners
Georgia
-$2M
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
126
Trexquant Investment
Connecticut
$303K +$301K +5,986 New
Franklin Resources
127
Franklin Resources
California
$283K -$755 -15 -0.3%
ECM
128
ExodusPoint Capital Management
New York
$277K -$2.57M -51,058 -90%
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$268K +$89.9K +1,785 +51%
AB
130
Amalgamated Bank
New York
$265K -$2.37K -47 -0.9%
FAFN
131
First Affirmative Financial Network
Colorado
$263K +$554 +11 +0.2%
ECG
132
Edge Capital Group
Georgia
$241K – – –
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$235K – – –
FWM
134
Frontier Wealth Management
Missouri
$231K -$108K -2,139 -32%
KA
135
KLCM Advisors
Wisconsin
$213K – – –
HNW
136
High Note Wealth
Minnesota
$212K +$212K +4,204 New
DA
137
Dillon & Associates
Michigan
$204K +$201K +4,000 New
AAS
138
Ameritas Advisory Services
Nebraska
$203K +$202K +4,012 New
VPIM
139
Vanguard Personalized Indexing Management
California
$203K +$202K +4,012 New
CMBA
140
C.M. Bidwell & Associates
Hawaii
$196K +$3.27K +65 +2%
FCT
141
First Community Trust
Iowa
$192K +$191K +3,800 New
New York State Teachers Retirement System (NYSTRS)
142
New York State Teachers Retirement System (NYSTRS)
New York
$177K +$5.04K +100 +3%
AIP
143
Ameritas Investment Partners
Nebraska
$160K – – –
NCA
144
New Century Advisors
Maryland
$156K +$155K +3,087 New
Russell Investments Group
145
Russell Investments Group
United Kingdom
$153K – – –
QT
146
Quantbot Technologies
New York
$151K +$108K +2,141 +249%
FBT
147
First Bank & Trust
South Dakota
$140K – – –
LC
148
Lindbrook Capital
California
$100K +$98.8K +1,962 +10,900%
IAS
149
IMA Advisory Services
Colorado
$99K – – –
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$99K +$98.6K +1,958 New
4 5
6
7 8

HTLF Hedge Fund Activity: Q4 2021 in Review

186 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q4 2021, worth a combined $1.32B — up 7.4% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HTLF positions and 22 closed out — a net gain of 8 holders — while 63 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $8.56M. The largest seller was New York State Common Retirement Fund, cutting an estimated $3.29M.

  • 186 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q4 2021, up from 179 in Q3 2021.
  • Funds reported $1.32B of Heartland Financial USA, Inc. stock for Q4 2021, up 7.4% quarter-over-quarter.
  • 30 funds opened new Heartland Financial USA, Inc. positions in Q4 2021 and 22 closed out, a net change of +8 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q4 2021 was BlackRock, an estimated $8.56M added.
  • The largest Heartland Financial USA, Inc. seller in Q4 2021 was New York State Common Retirement Fund, an estimated $3.29M sold.

Based on aggregated 13F filings for Q4 2021.