Heartland Financial USA, Inc.
HTLF
HTLF was delisted on the 31st of January, 2025.
143 hedge funds and large institutions have $806M invested in Heartland Financial USA, Inc. in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 16 closing their positions.
49% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 39
44% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 16
4% more funds holding
Funds holding: 137 → 143 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less capital invested
Capital invested by funds: $852M → $806M (-$45.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$7.46M |
| 2 |
Goldman Sachs
New York
|
+$4.93M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.77M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.9M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$2.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$16.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.2M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$14.2M |
| 4 |
PFC
Phocas Financial Corp
Alameda,
California
|
-$4.09M |
| 5 |
BlackRock
New York
|
-$2.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Holocene Advisors
New York
| – | -$324K | -7,374 | Closed |
|
|
VF
152
Virtu Financial
New York
| – | -$260K | -5,912 | Closed |
|
|
CCIA
153
Campbell & Co Investment Adviser
Baltimore,
Maryland
| – | -$228K | -4,685 | Closed |
|
|
GC
154
Guggenheim Capital
Chicago,
Illinois
| – | -$204K | -4,624 | Closed |
|
|
QT
155
Quantamental Technologies
White Plains,
New York
| – | -$94K | -2,140 | Closed |
|
|
GI
156
Gradient Investments
Arden Hills,
Minnesota
| – | -$29K | -653 | Closed |
|
|
PFBT
157
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$4K | -82 | Closed |
|
|
ASN
158
Advisory Services Network
Atlanta,
Georgia
| – | -$2K | -37 | Closed |
|
HTLF Hedge Fund Activity: Q1 2019 in Review
143 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q1 2019, worth a combined $806M — down 5.4% from $852M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new HTLF positions and 16 closed out — a net gain of 7 holders — while 58 added to existing stakes and 39 trimmed.
The largest buyer was Millennium Management, adding an estimated $7.46M. The largest seller was Fort Washington Investment Advisors, exiting entirely with an estimated $16.5M sold.
- 143 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q1 2019, up from 137 in Q4 2018.
- Funds reported $806M of Heartland Financial USA, Inc. stock for Q1 2019, down 5.4% quarter-over-quarter.
- 23 funds opened new Heartland Financial USA, Inc. positions in Q1 2019 and 16 closed out, a net change of +7 holders.
- The largest Heartland Financial USA, Inc. buyer in Q1 2019 was Millennium Management, an estimated $7.46M added.
- The largest Heartland Financial USA, Inc. seller in Q1 2019 was Fort Washington Investment Advisors, an estimated $16.5M sold.
Based on aggregated 13F filings for Q1 2019.