HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

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

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179 hedge funds and large institutions have $830M invested in Heartland Financial USA, Inc. in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 57 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
-14
Holders Change %
-7.25%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
72
Reduced
57
Closed
35
Calls
$25K
Puts
$47K
Net Calls
-$22K
Net Calls Change
-$72K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$24.7M
2
BlackRock
2
BlackRock
New York
$162M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.78M
4
Morgan Stanley
4
Morgan Stanley
New York
$10.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$9.57M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$509K
2
EARNEST Partners
2
EARNEST Partners
Georgia
$76.5M
3
Bank of America
3
Bank of America
North Carolina
$9.44M
4
MIIM
4
Mesirow Institutional Investment Management
Illinois
$0
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
176
SJS Investment Consulting
Ohio
$140 +$56 +2 +67%
DI
177
Disciplined Investments
Oklahoma
$139 – – –
TWP
178
TFO Wealth Partners
Ohio
$56 – – –
MIIM
179
Mesirow Institutional Investment Management
Illinois
– -$6.9M -179,880 Closed
BGIM
180
Brandywine Global Investment Management
Pennsylvania
– -$4M -104,151 Closed
PAM
181
Panagora Asset Management
Massachusetts
– -$1.28M -33,462 Closed
ClearBridge Investments
182
ClearBridge Investments
New York
– -$1.28M -33,250 Closed
ADIM
183
Alpha DNA Investment Management
Maryland
– -$985K -25,665 Closed
JCIA
184
Jackson Creek Investment Advisors
Colorado
– -$787K -20,510 Closed
OQS
185
Occudo Quantitative Strategies
Florida
– -$740K -19,295 Closed
Stifel Financial
186
Stifel Financial
Missouri
– -$672K -17,518 Closed
HIM
187
Hillsdale Investment Management
Ontario, Canada
– -$568K -14,800 Closed
AWM
188
AE Wealth Management
Kansas
– -$503K -13,117 Closed
PP
189
PDT Partners
New York
– -$442K -11,522 Closed
CIC
190
Cornercap Investment Counsel
Georgia
– -$414K -10,783 Closed
ECM
191
ExodusPoint Capital Management
New York
– -$369K -9,619 Closed
BCM
192
Bayesian Capital Management
New York
– -$254K -6,611 Closed
PA
193
Prossimo Advisors
California
– -$245K -6,390 Closed
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
– -$233K -6,072 Closed
XT
195
XTX Topco
Cayman Islands
– -$233K -6,066 Closed
GHA
196
GW Henssler & Associates
Georgia
– -$215K -5,614 Closed
State of Wisconsin Investment Board
197
State of Wisconsin Investment Board
Wisconsin
– -$209K -5,445 Closed
SCA
198
Snowden Capital Advisors
New York
– -$209K -5,443 Closed
AAS
199
Ameritas Advisory Services
Nebraska
– -$144K -4,012 Closed
SG Americas Securities
200
SG Americas Securities
New York
– -$140K -3,652 Closed
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