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HTLF

Heartland Financial USA, Inc.

Delisted

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

217 hedge funds and large institutions have $1.42B invested in Heartland Financial USA, Inc. in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 68 increasing their positions, 64 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,239% more call options, than puts

Call options by funds: $951K | Put options by funds: $71K

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

29% more capital invested

Capital invested by funds: $1.1B → $1.42B (+$319M)

27% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 41

4% more funds holding

Funds holding: 208217 (+9)

6% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 64

Holders
217
Holders Change
+9
Holders Change %
+4.33%
% of All Funds
3.13%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
52
Increased
68
Reduced
64
Closed
41
Calls
$951K
Puts
$71K
Net Calls
+$880K
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
A
151
AlphaQuest
New York
$284K +$258K +6,374 +49,031%
JFA
152
JNBA Financial Advisors
Minnesota
$282K
Verition Fund Management
153
Verition Fund Management
Connecticut
$279K -$158K -3,898 -38%
Prudential Financial
154
Prudential Financial
New Jersey
$231K -$4.5M -111,033 -96%
Pictet Asset Management
155
Pictet Asset Management
Switzerland
$225K +$206K +5,070 New
XT
156
XTX Topco
Cayman Islands
$225K +$205K +5,062 New
ATPW
157
Ashton Thomas Private Wealth
Arizona
$225K -$36K -889 -15%
Canada Life
158
Canada Life
Manitoba, Canada
$224K -$851 -21 -0.4%
HSBC Holdings
159
HSBC Holdings
United Kingdom
$211K -$139K -3,416 -42%
FAFN
160
First Affirmative Financial Network
Colorado
$209K +$191K +4,706 New
CA
161
Clearstead Advisors
Ohio
$188K +$172K +4,237 New
AIP
162
Ameritas Investment Partners
Nebraska
$187K
Royal Bank of Canada
163
Royal Bank of Canada
Ontario, Canada
$186K -$164K -4,047 -49%
SO
164
STRS Ohio
Ohio
$182K -$677K -16,700 -80%
EC
165
EntryPoint Capital
New York
$138K +$126K +3,097 New
Russell Investments Group
166
Russell Investments Group
United Kingdom
$103K +$93.6K +2,309 New
IC
167
Innealta Capital
Texas
$82.9K +$75.6K +1,864 New
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$79K +$4.14K +102 +6%
QCG
169
Quadrant Capital Group
Ohio
$68.6K +$3.85K +95 +7%
AB
170
Amalgamated Bank
New York
$66K +$3.2K +79 +6%
MAM
171
Marquette Asset Management
Minnesota
$65.7K
HNB
172
Hilltop National Bank
Wyoming
$65.4K +$4.46K +110 +8%
CAM
173
Clarity Asset Management
Iowa
$60.6K +$365 +9 +0.7%
AF
174
Advisornet Financial
Minnesota
$48.9K
PS
175
Principal Securities
Iowa
$47.2K +$1.99K +49 +5%

HTLF Hedge Fund Activity: Q2 2024 in Review

217 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q2 2024, worth a combined $1.42B — up 29% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new HTLF positions and 41 closed out — a net gain of 11 holders — while 68 added to existing stakes and 64 trimmed.

The largest buyer was Magnetar Financial, opening a new position worth an estimated $42.5M. The largest seller was BlackRock, cutting an estimated $94.9M.

  • 217 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q2 2024, up from 208 in Q1 2024.
  • Funds reported $1.42B of Heartland Financial USA, Inc. stock for Q2 2024, up 29% quarter-over-quarter.
  • 52 funds opened new Heartland Financial USA, Inc. positions in Q2 2024 and 41 closed out, a net change of +11 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q2 2024 was Magnetar Financial, an estimated $42.5M added.
  • The largest Heartland Financial USA, Inc. seller in Q2 2024 was BlackRock, an estimated $94.9M sold.

Based on aggregated 13F filings for Q2 2024.