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HTLF

Heartland Financial USA, Inc.

Delisted

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

175 hedge funds and large institutions have $1.24B invested in Heartland Financial USA, Inc. in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

46% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 46

40% more capital invested

Capital invested by funds: $889M → $1.24B (+$352M)

11% more funds holding

Funds holding: 158175 (+17)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
175
Holders Change
+17
Holders Change %
+10.76%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
67
Reduced
46
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
151
Marquette Asset Management
Minnesota
$74K
FBT
152
First Bank & Trust
South Dakota
$69K
AF
153
Advisornet Financial
Minnesota
$55K
LFG
154
Larson Financial Group
Missouri
$55K +$141 +3 +0.3%
CFD
155
Creative Financial Designs
Indiana
$52K
Lazard Asset Management
156
Lazard Asset Management
New York
$51K +$48K +1,020 New
Macquarie Group
157
Macquarie Group
Australia
$42K -$10.9K -231 -22%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$35K +$4.66K +99 +16%
GI
159
Gradient Investments
Minnesota
$33K
NFSG
160
Newbridge Financial Services Group
Florida
$32K +$29.8K +633 New
Bessemer Group
161
Bessemer Group
New Jersey
$26K +$24.3K +516 New
JFGIW
162
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K
WAS
163
Winch Advisory Services
Wisconsin
$19K +$94 +2 +0.5%
QT
164
Quantbot Technologies
New York
$18K -$25K -531 -59%
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$16K +$14.2K +301 +1,003%
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$12K +$1.93K +41 +20%
S
167
SignatureFD
Georgia
$8K -$25.1K -534 -77%
CFGS
168
Concourse Financial Group Securities
Alabama
$7K +$941 +20 +17%
SFS
169
Sowell Financial Services
Arkansas
$6K +$5.83K +124 New
CWC
170
Carolinas Wealth Consulting
North Carolina
$2K +$47 +1 +2%
PA
171
Parallel Advisors
California
$2K +$2.26K +48 New
AIG
172
American International Group
New York
$1.02K +$2.49K +53 +0.3%
LC
173
Lindbrook Capital
California
$1K
FHA
174
First Horizon Advisors
Tennessee
$1K +$1.6K +34 New
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$50

HTLF Hedge Fund Activity: Q1 2021 in Review

175 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q1 2021, worth a combined $1.24B — up 40% from $889M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HTLF positions and 13 closed out — a net gain of 20 holders — while 67 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $45.9M. The largest seller was Northern Trust, cutting an estimated $8.14M.

  • 175 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q1 2021, up from 158 in Q4 2020.
  • Funds reported $1.24B of Heartland Financial USA, Inc. stock for Q1 2021, up 40% quarter-over-quarter.
  • 33 funds opened new Heartland Financial USA, Inc. positions in Q1 2021 and 13 closed out, a net change of +20 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q1 2021 was BlackRock, an estimated $45.9M added.
  • The largest Heartland Financial USA, Inc. seller in Q1 2021 was Northern Trust, an estimated $8.14M sold.

Based on aggregated 13F filings for Q1 2021.