Heartland Financial USA, Inc.
HTLF
HTLF was delisted on the 31st of January, 2025.
186 hedge funds and large institutions have $1.32B invested in Heartland Financial USA, Inc. in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 50 reducing their positions, and 22 closing their positions.
36% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 22
26% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 50
7% more capital invested
Capital invested by funds: $1.23B → $1.32B (+$91.2M)
4% more funds holding
Funds holding: 179 → 186 (+7)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$8.56M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$7.25M |
| 3 |
Millennium Management
New York
|
+$7.08M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.58M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$5.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
New York State Common Retirement Fund
Albany,
New York
|
-$3.29M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.88M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$2.68M |
| 4 |
ECM
ExodusPoint Capital Management
New York
|
-$2.57M |
| 5 |
EARNEST Partners
Atlanta,
Georgia
|
-$2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Group One Trading
Chicago,
Illinois
| – | -$58K | -1,198 | Closed |
|
|
CFD
202
Creative Financial Designs
Kokomo,
Indiana
| – | -$50K | -1,039 | Closed |
|
|
CFB
203
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$19K | -398 | Closed |
|
|
OSAM
204
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$8K | -157 | Closed |
|
|
FHA
205
First Horizon Advisors
Memphis,
Tennessee
| – | -$1.71K | -34 | -64% |
|
|
JWA
206
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | +$201 | +4 | New |
|
|
SC
207
Schubert & Co
Mckinney,
Texas
| – | +$201 | +4 | New |
|
|
AF
208
Allworth Financial
Folsom,
California
| – | +$403 | +8 | New |
|
HTLF Hedge Fund Activity: Q4 2021 in Review
186 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q4 2021, worth a combined $1.32B — up 7.4% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new HTLF positions and 22 closed out — a net gain of 8 holders — while 63 added to existing stakes and 50 trimmed.
The largest buyer was BlackRock, adding an estimated $8.56M. The largest seller was New York State Common Retirement Fund, cutting an estimated $3.29M.
- 186 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q4 2021, up from 179 in Q3 2021.
- Funds reported $1.32B of Heartland Financial USA, Inc. stock for Q4 2021, up 7.4% quarter-over-quarter.
- 30 funds opened new Heartland Financial USA, Inc. positions in Q4 2021 and 22 closed out, a net change of +8 holders.
- The largest Heartland Financial USA, Inc. buyer in Q4 2021 was BlackRock, an estimated $8.56M added.
- The largest Heartland Financial USA, Inc. seller in Q4 2021 was New York State Common Retirement Fund, an estimated $3.29M sold.
Based on aggregated 13F filings for Q4 2021.