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HTLF

Heartland Financial USA, Inc.

Delisted

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

182 hedge funds and large institutions have $1.19B invested in Heartland Financial USA, Inc. in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 58

6% more capital invested

Capital invested by funds: $1.12B → $1.19B (+$71.7M)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more funds holding

Funds holding: 181182 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
182
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
65
Reduced
58
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$26K +$2.7K +61 +11%
JFGIW
152
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K
WT
153
Whittier Trust
California
$22K
WAS
154
Winch Advisory Services
Wisconsin
$17K +$89 +2 +0.5%
MAM
155
Meeder Asset Management
Ohio
$17K +$17.4K +393 New
QCG
156
Quadrant Capital Group
Ohio
$16K +$15.2K +344 +1,012%
Bessemer Group
157
Bessemer Group
New Jersey
$14K
QT
158
Quantbot Technologies
New York
$13K -$44.3K -1,000 -77%
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$12K +$310 +7 +3%
AAP
160
Arax Advisory Partners
Colorado
$11K
ETC
161
Exchange Traded Concepts
Oklahoma
$11K +$11.1K +251 New
CFGS
162
Concourse Financial Group Securities
Alabama
$10K +$842 +19 +9%
LC
163
Lindbrook Capital
California
$8K -$4.08K -92 -34%
TWA
164
TCI Wealth Advisors
Arizona
$8K +$89 +2 +1%
CSB
165
City State Bank
Iowa
$7K -$16K -360 -71%
S
166
SignatureFD
Georgia
$7K -$5.5K -124 -44%
Barrow, Hanley, Mewhinney & Strauss
167
Barrow, Hanley, Mewhinney & Strauss
Texas
$4K
C
168
Covestor
United Kingdom
$3K -$1.82K -41 -39%
CWC
169
Carolinas Wealth Consulting
North Carolina
$3K
PHK
170
Point72 Hong Kong
Hong Kong
$3K +$2.75K +62 New
MPWT
171
MassMutual Private Wealth & Trust
Connecticut
$3K +$3.06K +69 New
PA
172
Parallel Advisors
California
$3K +$3.1K +70 New
CMBA
173
C.M. Bidwell & Associates
Hawaii
$2K -$665 -15 -23%
IA
174
IFP Advisors
Florida
$2K
TFA
175
Toth Financial Advisory
Virginia
$2K +$1.77K +40 New

HTLF Hedge Fund Activity: Q3 2022 in Review

182 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q3 2022, worth a combined $1.19B — up 6.4% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HTLF positions and 16 closed out — a net gain of 1 holder — while 65 added to existing stakes and 58 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $24M. The largest seller was Mesirow Financial Investment Management - Fixed Income, exiting entirely with an estimated $9.74M sold.

  • 182 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2022, up from 181 in Q2 2022.
  • Funds reported $1.19B of Heartland Financial USA, Inc. stock for Q3 2022, up 6.4% quarter-over-quarter.
  • 17 funds opened new Heartland Financial USA, Inc. positions in Q3 2022 and 16 closed out, a net change of +1 holder.
  • The largest Heartland Financial USA, Inc. buyer in Q3 2022 was Janus Henderson Group, an estimated $24M added.
  • The largest Heartland Financial USA, Inc. seller in Q3 2022 was Mesirow Financial Investment Management - Fixed Income, an estimated $9.74M sold.

Based on aggregated 13F filings for Q3 2022.