Heartland Financial USA, Inc.
HTLF
HTLF was delisted on the 31st of January, 2025.
145 hedge funds and large institutions have $1.04B invested in Heartland Financial USA, Inc. in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 17 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
16% more capital invested
Capital invested by funds: $898M → $1.04B (+$140M)
11% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 46
2% less funds holding
Funds holding: 148 → 145 (-3)
12% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$5.12M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.08M |
| 3 |
Goldman Sachs
New York
|
+$5.04M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.68M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$3.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$5.64M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$4.97M |
| 3 |
JP Morgan Chase
New York
|
-$2.99M |
| 4 |
DBT
Dubuque Bank & Trust
Dubuque,
Iowa
|
-$2.59M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$1.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Principal Financial Group
Des Moines,
Iowa
| – | -$476K | -10,632 | Closed |
|
152
State of Tennessee, Department of Treasury
Nashville,
Tennessee
| – | -$449K | -10,043 | Closed |
|
|
PTC
153
Petrus Trust Company
Dallas,
Texas
| – | -$238K | -5,330 | Closed |
|
|
HF
154
HRT Financial
New York
| – | -$229K | -5,134 | Closed |
|
|
RJA
155
Raymond James & Associates
St Petersburg,
Florida
| – | -$213K | -4,759 | Closed |
|
|
QT
156
Quantamental Technologies
White Plains,
New York
| – | -$72K | -1,600 | Closed |
|
|
QCIG
157
Quad-Cities Investment Group
Davenport,
Iowa
| – | -$31K | -700 | Closed |
|
|
MAM
158
Meeder Asset Management
Dublin,
Ohio
| – | -$25K | -559 | Closed |
|
|
MIFH
159
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| – | -$17K | -380 | Closed |
|
160
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$9K | -204 | Closed |
|
|
CFG
161
Citizens Financial Group
Providence,
Rhode Island
| – | -$6K | -136 | Closed |
|
|
GWAG
162
Garrett Wealth Advisory Group
Weatherford,
Texas
| – | -$1.83K | -41 | Closed |
|
HTLF Hedge Fund Activity: Q4 2019 in Review
145 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q4 2019, worth a combined $1.04B — up 16% from $898M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of HTLF and 15 opened new positions — a net loss of 2 holders — while 46 trimmed existing stakes and 51 added.
The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $5.12M. The largest seller was Renaissance Technologies, cutting an estimated $5.64M.
- 145 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q4 2019, down from 148 in Q3 2019.
- Funds reported $1.04B of Heartland Financial USA, Inc. stock for Q4 2019, up 16% quarter-over-quarter.
- 15 funds opened new Heartland Financial USA, Inc. positions in Q4 2019 and 17 closed out, a net change of -2 holders.
- The largest Heartland Financial USA, Inc. buyer in Q4 2019 was Hotchkis & Wiley Capital Management, an estimated $5.12M added.
- The largest Heartland Financial USA, Inc. seller in Q4 2019 was Renaissance Technologies, an estimated $5.64M sold.
Based on aggregated 13F filings for Q4 2019.