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HTLF

Heartland Financial USA, Inc.
HTLF

Delisted

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

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140 hedge funds and large institutions have $1.12B invested in Heartland Financial USA, Inc. in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 40

14% more capital invested

Capital invested by funds: $989M → $1.12B (+$136M)

0% more funds holding

Funds holding: 140 → 140 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

Holders
140
Holders Change
–
Holders Change %
0%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
50
Reduced
40
Closed
14
Calls
$4.56M
Puts
–
Net Calls
+$4.56M
Net Calls Change
+$674K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$39.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$23.8M
3
EARNEST Partners
EARNEST Partners
Georgia
+$22.6M
4
Northern Trust
Northern Trust
Illinois
+$7.7M
5
State Street
State Street
Massachusetts
+$7.7M

Top Sellers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
-$21.1M
2
Prudential Financial
Prudential Financial
New Jersey
-$7.2M
3
Millennium Management
Millennium Management
New York
-$6.1M
4
Stifel Financial
Stifel Financial
Missouri
-$5.17M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$4.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
YWP
151
YorkBridge Wealth Partners
New York
– -$3K -57 Closed
SPIA
152
Steward Partners Investment Advisory
New York
– -$2K -33 Closed
MPWT
153
MassMutual Private Wealth & Trust
Connecticut
– -$1.37K -25 Closed
FGAM
154
Financial Gravity Asset Management
Texas
– +$119 +2 New
3 4 5 6
7

HTLF Hedge Fund Activity: Q3 2018 in Review

140 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q3 2018, worth a combined $1.12B — up 14% from $989M a quarter earlier.

Fund positioning in HTLF was balanced in Q3 2018: 14 funds opened new positions, 14 closed out, 50 added to existing stakes and 40 trimmed.

The largest buyer was Vanguard Group, adding an estimated $39.7M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $21.1M sold.

  • 140 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $1.12B of Heartland Financial USA, Inc. stock for Q3 2018, up 14% quarter-over-quarter.
  • 14 funds opened new Heartland Financial USA, Inc. positions in Q3 2018 and 14 closed out, a net change of 0 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q3 2018 was Vanguard Group, an estimated $39.7M added.
  • The largest Heartland Financial USA, Inc. seller in Q3 2018 was Allianz Asset Management, an estimated $21.1M sold.

Based on aggregated 13F filings for Q3 2018.