HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

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

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193 hedge funds and large institutions have $1.14B invested in Heartland Financial USA, Inc. in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 94 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+14
Holders Change %
+7.82%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
94
Reduced
39
Closed
15
Calls
$146K
Puts
$96K
Net Calls
+$50K
Net Calls Change
-$103K

Top Buyers

1
BlackRock
1
BlackRock
New York
$216M
2
Millennium Management
2
Millennium Management
New York
$18.5M
3
EARNEST Partners
3
EARNEST Partners
Georgia
$124M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$5.31M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$87.4M

Top Sellers

1
FCI
1
Financial Counselors Inc
Kansas
$870K
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$51.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$18.2M
4
Prudential Financial
4
Prudential Financial
New Jersey
$6.53M
5
Norges Bank
5
Norges Bank
Norway
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
151
IMA Advisory Services
Colorado
$75.3K – – –
TCWA
152
Ten Capital Wealth Advisors
Washington
$74.8K – – –
ASN
153
Advisory Services Network
Georgia
$62.7K +$62.7K +1,634 New
MAM
154
Marquette Asset Management
Minnesota
$56.7K – – –
Allspring Global Investments
155
Allspring Global Investments
North Carolina
$54.3K +$9.13K +238 +20%
AF
156
Advisornet Financial
Minnesota
$42.2K – – –
DFCM
157
Dark Forest Capital Management
Puerto Rico
$38.9K +$32.6K +850 +521%
TRCT
158
Tower Research Capital (TRC)
New York
$38K +$26.1K +682 +219%
CSB
159
City State Bank
Iowa
$31K +$25.2K +650 +433%
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$29K – – –
C
161
Covestor
United Kingdom
$29K +$39 +1 +0.1%
FHA
162
First Horizon Advisors
Tennessee
$27.9K +$3.87K +101 +16%
LFG
163
Larson Financial Group
Missouri
$26.1K – – –
ME
164
McIlrath & Eck
Washington
$25.2K +$25.2K +658 New
Lazard Asset Management
165
Lazard Asset Management
New York
$23K -$38.2K -1,020 -62%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$23K – – –
QCG
167
Quadrant Capital Group
Ohio
$21.3K +$14.1K +367 +195%
TWM
168
Tradition Wealth Management
Minnesota
$20K +$16.5K +421 +468%
JFGIW
169
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19.2K – – –
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$18.9K -$20.7K -539 -52%
WAS
171
Winch Advisory Services
Wisconsin
$15K +$75 +2 +0.5%
MIM
172
Macroview Investment Management
Maryland
$10.1K +$10.1K +264 New
CFGS
173
Concourse Financial Group Securities
Alabama
$9.97K +$1.42K +37 +17%
AAP
174
Arax Advisory Partners
Colorado
$9.48K – – –
GWSA
175
Global Wealth Strategies & Associates
Colorado
$8.06K – – –
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