HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

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

Back to rankings

208 hedge funds and large institutions have $1.1B invested in Heartland Financial USA, Inc. in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 79 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
-9
Holders Change %
-4.15%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
60
Reduced
79
Closed
31
Calls
$53K
Puts
$403K
Net Calls
-$350K
Net Calls Change
-$121K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$49.2M
2
SCA
Stieven Capital Advisors
Missouri
$13.9M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$7.31M
4
Franklin Resources
Franklin Resources
California
$7.05M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$77.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$12.8M
2
FL
Fourthstone LLC
Missouri
$0
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$19.3M
4
BlackRock
BlackRock
New York
$202M
5
Millennium Management
Millennium Management
New York
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
176
Mitsubishi UFJ Asset Management
Japan
$9.49K – – –
QL
177
Quarry LP
New York
$8.65K -$246 -7 -3%
Comerica Bank
178
Comerica Bank
Texas
$8.47K +$1.34K +38 +19%
CTC
179
Central Trust Company
Missouri
$8.02K – – –
HNB
180
Huntington National Bank
Ohio
$6.43K +$1.41K +40 +28%
Simplex Trading
181
Simplex Trading
Illinois
$5K -$14K -459 -74%
CSB
182
City State Bank
Iowa
$5K – – –
BFPW
183
BOK Financial Private Wealth
Colorado
$3.87K +$3.87K +110 New
HWA
184
HHM Wealth Advisors
Tennessee
$3.62K – – –
PFC
185
Phocas Financial Corp
California
$3.15K -$87 -2,471 -3%
CFGS
186
Concourse Financial Group Securities
Alabama
$3.13K – – –
CWC
187
Carolinas Wealth Consulting
North Carolina
$2.29K – – –
SPIA
188
Steward Partners Investment Advisory
New York
$2.18K – – –
S
189
Sachetta
Massachusetts
$2.14K – – –
PWMG
190
Private Wealth Management Group
New Jersey
$1.58K – – –
FFA
191
Farther Finance Advisors
California
$1.36K – – –
EWA
192
EverSource Wealth Advisors
Alabama
$1.26K +$1.26K +30 New
MPWT
193
MassMutual Private Wealth & Trust
Connecticut
$1.16K – – –
SWM
194
Spire Wealth Management
Virginia
$844 +$844 +24 New
GWM
195
Geneos Wealth Management
Colorado
$738 +$738 +21 New
JWA
196
JFS Wealth Advisors
Pennsylvania
$598 – – –
A
197
AlphaQuest
New York
$457 -$403K -11,463 -100%
LC
198
Lindbrook Capital
California
$352 – – –
SIC
199
SJS Investment Consulting
Ohio
$352 – – –
BGAI
200
Bruce G. Allen Investments
Colorado
$281 -$2.28K -65 -89%
6 7
8
9 10