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HTLF

Heartland Financial USA, Inc.

Delisted

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

182 hedge funds and large institutions have $1.19B invested in Heartland Financial USA, Inc. in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 58

6% more capital invested

Capital invested by funds: $1.12B → $1.19B (+$71.7M)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more funds holding

Funds holding: 181182 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
182
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
65
Reduced
58
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$221K +$207K +4,679 +1,098%
E
127
Ergoteles
New York
$207K +$212K +4,781 New
CSS
128
Cubist Systematic Strategies
Connecticut
$205K -$2.81M -63,414 -93%
FAFN
129
First Affirmative Financial Network
Colorado
$204K -$21.3K -480 -9%
HNW
130
High Note Wealth
Minnesota
$202K +$186K +4,204 New
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$201K
FCT
132
First Community Trust
Iowa
$165K
AIP
133
Ameritas Investment Partners
Nebraska
$137K
Citigroup
134
Citigroup
New York
$136K -$118K -2,659 -46%
MLICM
135
Metropolitan Life Insurance Company (MetLife)
New York
$102K -$11.5K -259 -10%
Canada Life
136
Canada Life
Manitoba, Canada
$93K
IAS
137
IMA Advisory Services
Colorado
$85K
TCWA
138
Ten Capital Wealth Advisors
Washington
$85K
MAM
139
Marquette Asset Management
Minnesota
$64K
Allspring Global Investments
140
Allspring Global Investments
North Carolina
$52K -$14K -315 -21%
AF
141
Advisornet Financial
Minnesota
$48K
Lazard Asset Management
142
Lazard Asset Management
New York
$44K
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$37K -$1.29K -29 -4%
Macquarie Group
144
Macquarie Group
Australia
$36K -$21.6K -487 -58%
WFA
145
Wipfli Financial Advisors
Wisconsin
$31K +$31.9K +720 New
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$30K -$11.6K -262 -27%
DFCM
147
Dark Forest Capital Management
Puerto Rico
$30K +$842 +19 +3%
LFG
148
Larson Financial Group
Missouri
$29K +$44 +1 +0.1%
NCA
149
New Century Advisors
Maryland
$29K +$665 +15 +2%
FHA
150
First Horizon Advisors
Tennessee
$27K -$42.9K -967 -61%

HTLF Hedge Fund Activity: Q3 2022 in Review

182 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q3 2022, worth a combined $1.19B — up 6.4% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HTLF positions and 16 closed out — a net gain of 1 holder — while 65 added to existing stakes and 58 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $24M. The largest seller was Mesirow Financial Investment Management - Fixed Income, exiting entirely with an estimated $9.74M sold.

  • 182 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2022, up from 181 in Q2 2022.
  • Funds reported $1.19B of Heartland Financial USA, Inc. stock for Q3 2022, up 6.4% quarter-over-quarter.
  • 17 funds opened new Heartland Financial USA, Inc. positions in Q3 2022 and 16 closed out, a net change of +1 holder.
  • The largest Heartland Financial USA, Inc. buyer in Q3 2022 was Janus Henderson Group, an estimated $24M added.
  • The largest Heartland Financial USA, Inc. seller in Q3 2022 was Mesirow Financial Investment Management - Fixed Income, an estimated $9.74M sold.

Based on aggregated 13F filings for Q3 2022.