HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

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

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217 hedge funds and large institutions have $1.16B invested in Heartland Financial USA, Inc. in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 62 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+25
Holders Change %
+13.02%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
44
Increased
62
Reduced
78
Closed
16
Calls
$64K
Puts
$293K
Net Calls
-$229K
Net Calls Change
-$541K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.7M
2
FL
2
Fourthstone LLC
Missouri
$11.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$7.72M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$20.2M
5
American Century Companies
5
American Century Companies
Missouri
$17.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$4.24M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$99.3M
3
APP
3
Avantax Planning Partners
Iowa
$1.16M
4
GCP
4
GSA Capital Partners
United Kingdom
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCT
151
First Community Trust
Iowa
$274K +$11.3K +300 +4%
Truist Financial
152
Truist Financial
North Carolina
$267K -$93.3K -2,481 -26%
RJFSA
153
Raymond James Financial Services Advisors
Florida
$267K -$168K -4,454 -39%
PP
154
PDT Partners
New York
$264K – – –
ProShare Advisors
155
ProShare Advisors
Maryland
$263K +$263K +7,002 New
SAM
156
Shell Asset Management
Netherlands
$253K -$76K -2,021 -23%
PA
157
Prossimo Advisors
California
$243K +$243K +6,455 New
JFA
158
JNBA Financial Advisors
Minnesota
$239K – – –
Connor, Clark & Lunn Investment Management (CC&L)
159
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$224K +$224K +5,967 New
YIH
160
Y-Intercept (HK)
Hong Kong
$223K -$72.9K -1,939 -25%
AIM
161
Access Investment Management
Georgia
$203K +$203K +5,400 New
Canada Life
162
Canada Life
Manitoba, Canada
$193K -$99K -2,635 -34%
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$175K – – –
AIP
164
Ameritas Investment Partners
Nebraska
$158K – – –
ACM
165
Aquatic Capital Management
Illinois
$154K +$82.6K +2,200 +116%
AB
166
Amalgamated Bank
New York
$138K -$15.7K -418 -10%
Point72 Asset Management
167
Point72 Asset Management
Connecticut
$124K +$60.2K +1,600 +94%
C
168
Covestor
United Kingdom
$103K -$8.61K -229 -8%
MLICM
169
Metropolitan Life Insurance Company (MetLife)
New York
$94.6K – – –
EC
170
Elequin Capital
New York
$75.7K -$5.08K -135 -6%
ASN
171
Advisory Services Network
Georgia
$59K +$59K +1,569 New
MAM
172
Marquette Asset Management
Minnesota
$55.6K – – –
Federated Hermes
173
Federated Hermes
Pennsylvania
$50.7K -$7.41K -197 -13%
CAM
174
Clarity Asset Management
Iowa
$50.5K +$50.5K +1,343 New
QCG
175
Quadrant Capital Group
Ohio
$45.5K -$5.42K -144 -11%
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7
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