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HTLF

Heartland Financial USA, Inc.

Delisted

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

181 hedge funds and large institutions have $1.12B invested in Heartland Financial USA, Inc. in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 64

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 190181 (-9)

13% less capital invested

Capital invested by funds: $1.28B → $1.12B (-$161M)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
181
Holders Change
-9
Holders Change %
-4.74%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
68
Reduced
64
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
151
Macquarie Group
Australia
$35K
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$32K +$22K +500 +179%
DFCM
153
Dark Forest Capital Management
Puerto Rico
$28K -$74.8K -1,702 -72%
LFG
154
Larson Financial Group
Missouri
$28K +$88 +2 +0.3%
NCA
155
New Century Advisors
Maryland
$27K -$134K -3,046 -82%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$23K -$308 -7 -1%
JFGIW
157
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K
WT
158
Whittier Trust
California
$21K
CSB
159
City State Bank
Iowa
$21K +$15.8K +360 +240%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$18K +$1.19K +27 +7%
WAS
161
Winch Advisory Services
Wisconsin
$16K
Bessemer Group
162
Bessemer Group
New Jersey
$13K
AF
163
Allworth Financial
California
$12K -$5.32K -121 -29%
S
164
SignatureFD
Georgia
$12K +$660 +15 +6%
LC
165
Lindbrook Capital
California
$11K -$4.71K -107 -29%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$11K +$44 +1 +0.4%
AAP
167
Arax Advisory Partners
Colorado
$10K
CFGS
168
Concourse Financial Group Securities
Alabama
$8K +$748 +17 +9%
TWA
169
TCI Wealth Advisors
Arizona
$7K +$440 +10 +6%
C
170
Covestor
United Kingdom
$4K +$528 +12 +13%
Barrow, Hanley, Mewhinney & Strauss
171
Barrow, Hanley, Mewhinney & Strauss
Texas
$4K +$2.02K +46 +112%
CWC
172
Carolinas Wealth Consulting
North Carolina
$3K
CMBA
173
C.M. Bidwell & Associates
Hawaii
$3K
IA
174
IFP Advisors
Florida
$2K
QCG
175
Quadrant Capital Group
Ohio
$1K -$2.86K -65 -66%

HTLF Hedge Fund Activity: Q2 2022 in Review

181 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q2 2022, worth a combined $1.12B — down 13% from $1.28B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of HTLF and 15 opened new positions — a net loss of 5 holders — while 64 trimmed existing stakes and 68 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $6.24M. The largest seller was EARNEST Partners, cutting an estimated $3.89M.

  • 181 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q2 2022, down from 190 in Q1 2022.
  • Funds reported $1.12B of Heartland Financial USA, Inc. stock for Q2 2022, down 13% quarter-over-quarter.
  • 15 funds opened new Heartland Financial USA, Inc. positions in Q2 2022 and 20 closed out, a net change of -5 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q2 2022 was Dimensional Fund Advisors, an estimated $6.24M added.
  • The largest Heartland Financial USA, Inc. seller in Q2 2022 was EARNEST Partners, an estimated $3.89M sold.

Based on aggregated 13F filings for Q2 2022.