HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

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

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208 hedge funds and large institutions have $1.1B invested in Heartland Financial USA, Inc. in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 79 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
-9
Holders Change %
-4.15%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
60
Reduced
79
Closed
31
Calls
$53K
Puts
$403K
Net Calls
-$350K
Net Calls Change
-$121K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$49.2M
2
SCA
Stieven Capital Advisors
Missouri
$13.9M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$7.31M
4
Franklin Resources
Franklin Resources
California
$7.05M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$77.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$12.8M
2
FL
Fourthstone LLC
Missouri
$0
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$19.3M
4
BlackRock
BlackRock
New York
$202M
5
Millennium Management
Millennium Management
New York
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$163K – – –
AIP
152
Ameritas Investment Partners
Nebraska
$148K – – –
ACM
153
Aquatic Capital Management
Illinois
$105K -$38.7K -1,100 -27%
MAM
154
Meeder Asset Management
Ohio
$98.7K +$86.3K +2,454 +695%
MLICM
155
Metropolitan Life Insurance Company (MetLife)
New York
$78.7K -$9.67K -275 -11%
HI
156
Harbour Investments
Wisconsin
$74.7K +$74.7K +2,125 New
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$59K +$17.5K +497 +42%
MAM
158
Marquette Asset Management
Minnesota
$52K – – –
QCG
159
Quadrant Capital Group
Ohio
$50.9K +$8.37K +238 +20%
AB
160
Amalgamated Bank
New York
$49K -$78.9K -2,264 -62%
HNB
161
Hilltop National Bank
Wyoming
$47.8K +$47.8K +1,361 New
CAM
162
Clarity Asset Management
Iowa
$47.6K +$422 +12 +0.9%
AF
163
Advisornet Financial
Minnesota
$38.7K – – –
C
164
Covestor
United Kingdom
$38K -$58.6K -1,662 -61%
PS
165
Principal Securities
Iowa
$35.6K +$11.1K +315 +45%
TRCT
166
Tower Research Capital (TRC)
New York
$35.4K -$882K -25,101 -96%
S
167
SignatureFD
Georgia
$27.8K +$1.48K +42 +6%
PA
168
Parallel Advisors
California
$26.8K +$16.7K +475 +166%
Ohio Public Employees Retirement System (OPERS)
169
Ohio Public Employees Retirement System (OPERS)
Ohio
$26.4K +$2.67K +76 +11%
ME
170
McIlrath & Eck
Washington
$23.1K – – –
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$23.1K -$8.93K -254 -28%
ICM
172
Islay Capital Management
Texas
$17.6K – – –
LFG
173
Larson Financial Group
Missouri
$15.1K -$5.27K -150 -26%
WAS
174
Winch Advisory Services
Wisconsin
$14.6K +$141 +4 +1%
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$13K – – –
5 6
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