HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

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

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193 hedge funds and large institutions have $1.14B invested in Heartland Financial USA, Inc. in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 94 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+14
Holders Change %
+7.82%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
94
Reduced
39
Closed
15
Calls
$146K
Puts
$96K
Net Calls
+$50K
Net Calls Change
-$103K

Top Buyers

1
BlackRock
1
BlackRock
New York
$216M
2
Millennium Management
2
Millennium Management
New York
$18.5M
3
EARNEST Partners
3
EARNEST Partners
Georgia
$124M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$5.31M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$87.4M

Top Sellers

1
FCI
1
Financial Counselors Inc
Kansas
$870K
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$51.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$18.2M
4
Prudential Financial
4
Prudential Financial
New Jersey
$6.53M
5
Norges Bank
5
Norges Bank
Norway
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
176
SignatureFD
Georgia
$5.98K -$1.07K -28 -15%
Bessemer Group
177
Bessemer Group
New Jersey
$5K -$6.99K -186 -58%
HWA
178
HHM Wealth Advisors
Tennessee
$3.95K +$3.95K +103 New
PA
179
Parallel Advisors
California
$3.84K +$384 +10 +11%
CWC
180
Carolinas Wealth Consulting
North Carolina
$3.18K +$575 +15 +22%
CMBA
181
C.M. Bidwell & Associates
Hawaii
$1.92K – – –
TFA
182
Toth Financial Advisory
Virginia
$1.54K – – –
LC
183
Lindbrook Capital
California
$1.11K -$5.56K -145 -83%
JWA
184
JFS Wealth Advisors
Pennsylvania
$883 -$77 -2 -8%
EI
185
Ellevest Inc
New York
$729 +$729 +19 New
SC
186
Schubert & Co
Texas
$576 -$422 -11 -42%
MPWT
187
MassMutual Private Wealth & Trust
Connecticut
$460 -$2.19K -57 -83%
MCM
188
Manchester Capital Management
Vermont
$384 +$384 +10 New
DI
189
Disciplined Investments
Oklahoma
$192 -$38 -1 -17%
SIC
190
SJS Investment Consulting
Ohio
$116 -$309 -8 -73%
TWA
191
TCI Wealth Advisors
Arizona
$77 -$6.78K -176 -99%
TWP
192
TFO Wealth Partners
Ohio
$77 +$39 +1 +100%
AIM
193
Ausbil Investment Management
Australia
– -$912K -19,353 Closed
UCFA
194
United Capital Financial Advisors
Texas
– -$802K -17,206 Closed
Squarepoint
195
Squarepoint
New York
– -$491K -10,522 Closed
ProShare Advisors
196
ProShare Advisors
Maryland
– -$246K -5,287 Closed
PAMS
197
Pictet Asset Management (Switzerland)
Switzerland
– -$236K -5,070 Closed
DCM
198
Dupont Capital Management
Delaware
– -$227K -4,868 Closed
ECG
199
Edge Capital Group
Georgia
– -$222K -4,761 Closed
LPL Financial
200
LPL Financial
California
– -$213K -4,573 Closed
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