HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

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

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179 hedge funds and large institutions have $830M invested in Heartland Financial USA, Inc. in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 57 reducing their positions, and 35 closing their positions.

Holders
179
Holders Change
-14
Holders Change %
-7.25%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
72
Reduced
57
Closed
35
Calls
$25K
Puts
$47K
Net Calls
-$22K
Net Calls Change
-$72K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$24.7M
2
BlackRock
2
BlackRock
New York
$162M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.78M
4
Morgan Stanley
4
Morgan Stanley
New York
$10.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$9.57M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$509K
2
EARNEST Partners
2
EARNEST Partners
Georgia
$76.5M
3
Bank of America
3
Bank of America
North Carolina
$9.44M
4
MIIM
4
Mesirow Institutional Investment Management
Illinois
$0
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
151
Marquette Asset Management
Minnesota
$41.2K – – –
AF
152
Advisornet Financial
Minnesota
$36.3K +$5.57K +200 +18%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$24K +$7.32K +268 +44%
TRCT
154
Tower Research Capital (TRC)
New York
$23K -$4.71K -169 -17%
LFG
155
Larson Financial Group
Missouri
$19K – – –
ME
156
McIlrath & Eck
Washington
$18.3K – – –
Lazard Asset Management
157
Lazard Asset Management
New York
$17K – – –
QL
158
Quarry LP
New York
$16K +$16K +573 New
S
159
SignatureFD
Georgia
$14.7K +$10.3K +370 +237%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$13.7K -$56 -2 -0.4%
TWM
161
Tradition Wealth Management
Minnesota
$11K -$2.91K -107 -21%
WAS
162
Winch Advisory Services
Wisconsin
$11K +$109 +4 +1%
Nisa Investment Advisors
163
Nisa Investment Advisors
Missouri
$9.76K -$11.2K -401 -53%
PA
164
Parallel Advisors
California
$8.25K +$5.46K +196 +196%
AAP
165
Arax Advisory Partners
Colorado
$6.88K – – –
GCM
166
Gladius Capital Management
Illinois
$5.91K +$5.91K +212 New
HNB
167
Huntington National Bank
Ohio
$3.99K +$3.99K +143 New
LC
168
Lindbrook Capital
California
$3.21K +$2.4K +86 +297%
HWA
169
HHM Wealth Advisors
Tennessee
$2.87K – – –
CFGS
170
Concourse Financial Group Securities
Alabama
$2.48K -$4.77K -171 -66%
CWC
171
Carolinas Wealth Consulting
North Carolina
$1.95K -$362 -13 -16%
MPWT
172
MassMutual Private Wealth & Trust
Connecticut
$920 +$585 +21 +175%
FHA
173
First Horizon Advisors
Tennessee
$529 -$19.7K -708 -97%
JWA
174
JFS Wealth Advisors
Pennsylvania
$335 -$307 -11 -48%
BAAM
175
Baker Avenue Asset Management
California
$334 +$334 +12 New
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