HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

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

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217 hedge funds and large institutions have $1.16B invested in Heartland Financial USA, Inc. in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 62 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+25
Holders Change %
+13.02%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
44
Increased
62
Reduced
78
Closed
16
Calls
$64K
Puts
$293K
Net Calls
-$229K
Net Calls Change
-$541K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.7M
2
FL
2
Fourthstone LLC
Missouri
$11.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$7.72M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$20.2M
5
American Century Companies
5
American Century Companies
Missouri
$17.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$4.24M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$99.3M
3
APP
3
Avantax Planning Partners
Iowa
$1.16M
4
GCP
4
GSA Capital Partners
United Kingdom
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$44K +$637 +17 +1%
AF
177
Advisornet Financial
Minnesota
$41.4K – – –
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$34.3K -$29.9K -795 -47%
S
179
SignatureFD
Georgia
$28.2K -$4.7K -125 -14%
PS
180
Principal Securities
Iowa
$26.3K +$26.3K +698 New
Ohio Public Employees Retirement System (OPERS)
181
Ohio Public Employees Retirement System (OPERS)
Ohio
$25.4K -$177K -4,707 -87%
ME
182
McIlrath & Eck
Washington
$24.7K – – –
Simplex Trading
183
Simplex Trading
Illinois
$23K -$591 -16 -3%
LFG
184
Larson Financial Group
Missouri
$21.8K – – –
ICM
185
Islay Capital Management
Texas
$18.8K – – –
EC
186
EntryPoint Capital
New York
$17.1K +$17.1K +455 New
WAS
187
Winch Advisory Services
Wisconsin
$15.5K +$150 +4 +1%
TWM
188
Tradition Wealth Management
Minnesota
$15K – – –
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$14K +$790 +21 +6%
MAM
190
Meeder Asset Management
Ohio
$13.3K +$13.3K +353 New
NS
191
NBC Securities
Alabama
$11K -$14.7K -400 -57%
PA
192
Parallel Advisors
California
$10.8K +$489 +13 +5%
Mitsubishi UFJ Asset Management
193
Mitsubishi UFJ Asset Management
Japan
$9.9K – – –
QL
194
Quarry LP
New York
$9.52K +$9.52K +253 New
CTC
195
Central Trust Company
Missouri
$8.58K – – –
Comerica Bank
196
Comerica Bank
Texas
$7.64K -$1.39K -37 -15%
CSB
197
City State Bank
Iowa
$6K -$14.2K -355 -70%
HNB
198
Huntington National Bank
Ohio
$5.38K – – –
HWA
199
HHM Wealth Advisors
Tennessee
$3.87K – – –
Allspring Global Investments
200
Allspring Global Investments
North Carolina
$3.72K -$63K -1,675 -94%
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8
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