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HTLF

Heartland Financial USA, Inc.

Delisted

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

179 hedge funds and large institutions have $1.23B invested in Heartland Financial USA, Inc. in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

32% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 47

3% more funds holding

Funds holding: 173179 (+6)

3% more capital invested

Capital invested by funds: $1.19B → $1.23B (+$39.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
179
Holders Change
+6
Holders Change %
+3.47%
% of All Funds
3.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
22
Increased
62
Reduced
47
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
151
Koshinski Asset Management
Illinois
$53.9K +$52K +1,120 New
AF
152
Advisornet Financial
Minnesota
$53K
CFD
153
Creative Financial Designs
Indiana
$50K
Lazard Asset Management
154
Lazard Asset Management
New York
$49K
QT
155
Quantbot Technologies
New York
$41K -$37.3K -804 -48%
Macquarie Group
156
Macquarie Group
Australia
$40K
LFG
157
Larson Financial Group
Missouri
$37K -$14.7K -316 -29%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$33K -$2.32K -50 -7%
WT
159
Whittier Trust
California
$25K +$23.8K +512 New
JFGIW
160
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K
CFB
161
Cullen/Frost Bankers
Texas
$19K
WAS
162
Winch Advisory Services
Wisconsin
$19K +$93 +2 +0.5%
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$18K
Bessemer Group
164
Bessemer Group
New Jersey
$15K
AAP
165
Arax Advisory Partners
Colorado
$12K
S
166
SignatureFD
Georgia
$12K +$5.34K +115 +88%
BCA
167
Berman Capital Advisors
Georgia
$10K +$9.7K +209 New
TWA
168
TCI Wealth Advisors
Arizona
$8K +$3.76K +81 +95%
OSAM
169
O'Shaughnessy Asset Management
Connecticut
$8K +$7.29K +157 New
CFGS
170
Concourse Financial Group Securities
Alabama
$7K
MGIM
171
M&G Investment Management
United Kingdom
$6.01K +$4.18K +90 +0.1%
QCG
172
Quadrant Capital Group
Ohio
$5K +$4.59K +99 New
CWC
173
Carolinas Wealth Consulting
North Carolina
$3K
PA
174
Parallel Advisors
California
$3K +$186 +4 +8%
FHA
175
First Horizon Advisors
Tennessee
$2K

HTLF Hedge Fund Activity: Q3 2021 in Review

179 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q3 2021, worth a combined $1.23B — up 3.3% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new HTLF positions and 14 closed out — a net gain of 8 holders — while 62 added to existing stakes and 47 trimmed.

The largest buyer was BlackRock, adding an estimated $18.3M. The largest seller was Northern Trust, cutting an estimated $6.35M.

  • 179 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2021, up from 173 in Q2 2021.
  • Funds reported $1.23B of Heartland Financial USA, Inc. stock for Q3 2021, up 3.3% quarter-over-quarter.
  • 22 funds opened new Heartland Financial USA, Inc. positions in Q3 2021 and 14 closed out, a net change of +8 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q3 2021 was BlackRock, an estimated $18.3M added.
  • The largest Heartland Financial USA, Inc. seller in Q3 2021 was Northern Trust, an estimated $6.35M sold.

Based on aggregated 13F filings for Q3 2021.