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HTLF

Heartland Financial USA, Inc.

Delisted

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

182 hedge funds and large institutions have $1.19B invested in Heartland Financial USA, Inc. in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 58

6% more capital invested

Capital invested by funds: $1.12B → $1.19B (+$71.7M)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more funds holding

Funds holding: 181182 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
182
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
65
Reduced
58
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
176
Bell Investment Advisors
California
$1K
GWS
177
Glassman Wealth Services
Virginia
$1K
JWA
178
JFS Wealth Advisors
Pennsylvania
$1K +$44 +1 +5%
SC
179
Schubert & Co
Texas
$1K +$532 +12 +80%
MFIMFI
180
Mesirow Financial Investment Management - Fixed Income
Illinois
-$9.74M -234,596 Closed
MI
181
M3F Inc
Utah
-$7.5M -180,500 Closed
KCM
182
Kennedy Capital Management
Missouri
-$3.58M -86,098 Closed
BFM
183
Boothbay Fund Management
New York
-$3.37M -81,213 Closed
BCP
184
Blackhawk Capital Partners
Wisconsin
-$1.35M -32,461 Closed
Renaissance Technologies
185
Renaissance Technologies
New York
-$930K -22,400 Closed
Qube Research & Technologies (QRT)
186
Qube Research & Technologies (QRT)
United Kingdom
-$878K -21,136 Closed
DTL
187
Dynamic Technology Lab
Singapore
-$535K -12,890 Closed
GCP
188
GSA Capital Partners
United Kingdom
-$504K -12,138 Closed
Squarepoint
189
Squarepoint
New York
-$374K -8,997 Closed
Baird Financial Group
190
Baird Financial Group
Wisconsin
-$343K -8,259 Closed
Assenagon Asset Management
191
Assenagon Asset Management
Luxembourg
-$291K -7,009 Closed
Toronto Dominion Bank
192
Toronto Dominion Bank
Ontario, Canada
-$279K -6,707 Closed
TSS
193
Two Sigma Securities
New York
-$269K -6,478 Closed
FBT
194
First Bank & Trust
South Dakota
-$101K -2,429 Closed
AF
195
Allworth Financial
California
-$12.9K -290 -99%
DI
196
Disciplined Investments
Oklahoma
+$133 +3 +60%
SIC
197
SJS Investment Consulting
Ohio
+$177 +4 New

HTLF Hedge Fund Activity: Q3 2022 in Review

182 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q3 2022, worth a combined $1.19B — up 6.4% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HTLF positions and 16 closed out — a net gain of 1 holder — while 65 added to existing stakes and 58 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $24M. The largest seller was Mesirow Financial Investment Management - Fixed Income, exiting entirely with an estimated $9.74M sold.

  • 182 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2022, up from 181 in Q2 2022.
  • Funds reported $1.19B of Heartland Financial USA, Inc. stock for Q3 2022, up 6.4% quarter-over-quarter.
  • 17 funds opened new Heartland Financial USA, Inc. positions in Q3 2022 and 16 closed out, a net change of +1 holder.
  • The largest Heartland Financial USA, Inc. buyer in Q3 2022 was Janus Henderson Group, an estimated $24M added.
  • The largest Heartland Financial USA, Inc. seller in Q3 2022 was Mesirow Financial Investment Management - Fixed Income, an estimated $9.74M sold.

Based on aggregated 13F filings for Q3 2022.