HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

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

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218 hedge funds and large institutions have $1.83B invested in Heartland Financial USA, Inc. in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+2
Holders Change %
+0.93%
% of All Funds
3.15%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
27
Increased
79
Reduced
64
Closed
25
Calls
$1.58M
Puts
$448K
Net Calls
+$1.13M
Net Calls Change
+$248K

Top Buyers

1
WCMNY
Westchester Capital Management (New York)
New York
$33M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$47.2M
3
OAC
OMERS Administration Corp
Ontario, Canada
$20.4M
4
GLAM
Gardner Lewis Asset Management
Pennsylvania
$17.2M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$11.4M

Top Sellers

1
HB
HTLF Bank
Colorado
$66.2M
2
First Trust Advisors
First Trust Advisors
Illinois
$0
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$4.61M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$0
5
American Century Companies
American Century Companies
Missouri
$23.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
151
Royal Bank of Canada
Ontario, Canada
$247K +$8.57K +151 +4%
CA
152
Clearstead Advisors
Ohio
$240K – – –
SC
153
Savant Capital
Illinois
$239K +$239K +4,210 New
HNW
154
High Note Wealth
Minnesota
$238K +$238K +4,204 New
AIP
155
Ameritas Investment Partners
Nebraska
$238K – – –
SO
156
STRS Ohio
Ohio
$232K – – –
AAS
157
Ameritas Advisory Services
Nebraska
$227K +$227K +4,012 New
HighTower Advisors
158
HighTower Advisors
Illinois
$225K +$225K +3,991 New
LPL Financial
159
LPL Financial
California
$224K +$224K +3,949 New
VA
160
Vident Advisory
Georgia
$209K +$209K +3,678 New
JFA
161
JNBA Financial Advisors
Minnesota
$190K -$170K -3,000 -47%
ACM
162
Aquatic Capital Management
Illinois
$136K +$136K +2,400 New
SG Americas Securities
163
SG Americas Securities
New York
$125K +$125K +2,202 New
BTI
164
Blue Trust Inc
Georgia
$123K +$118K +2,654 +2,193%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$98K -$2.55K -45 -3%
QCG
166
Quadrant Capital Group
Ohio
$86.7K -$851 -15 -1%
AB
167
Amalgamated Bank
New York
$84K – – –
MAM
168
Marquette Asset Management
Minnesota
$83.9K – – –
HNB
169
Hilltop National Bank
Wyoming
$83.4K – – –
CAM
170
Clarity Asset Management
Iowa
$77.8K +$397 +7 +0.5%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$70.3K +$44.2K +780 +170%
AF
172
Advisornet Financial
Minnesota
$62.4K – – –
SPIA
173
Steward Partners Investment Advisory
New York
$60.2K – – –
UFF
174
USA Financial Formulas
Michigan
$60.1K +$13.2K +232 +28%
PS
175
Principal Securities
Iowa
$57.5K -$2.72K -48 -5%
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