HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

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

Back to rankings

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 %
CFGS
201
Concourse Financial Group Securities
Alabama
$3.35K – – –
BGAI
202
Bruce G. Allen Investments
Colorado
$2.75K +$2.75K +73 New
CWC
203
Carolinas Wealth Consulting
North Carolina
$2.45K -$188 -5 -7%
SPIA
204
Steward Partners Investment Advisory
New York
$2.33K +$2.33K +62 New
S
205
Sachetta
Massachusetts
$2.14K +$2.14K +57 New
BTI
206
Blue Trust Inc
Georgia
$2K +$2K +70 New
PWMG
207
Private Wealth Management Group
New Jersey
$1.69K +$1.69K +45 New
FFA
208
Farther Finance Advisors
California
$1.5K +$1.5K +40 New
MPWT
209
MassMutual Private Wealth & Trust
Connecticut
$1.24K – – –
FHA
210
First Horizon Advisors
Tennessee
$714 – – –
JWA
211
JFS Wealth Advisors
Pennsylvania
$640 -$75 -2 -11%
SIC
212
SJS Investment Consulting
Ohio
$377 +$38 +1 +11%
LC
213
Lindbrook Capital
California
$376 -$639 -17 -63%
TWP
214
TFO Wealth Partners
Ohio
$226 – – –
DPW
215
DiNuzzo Private Wealth
Pennsylvania
$189 +$189 +5 New
GI
216
GAMMA Investing
California
$177 +$177 +5 New
GCP
217
GSA Capital Partners
United Kingdom
– -$2.85M -96,661 Closed
Tudor Investment Corp
218
Tudor Investment Corp
Connecticut
– -$2.08M -70,778 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
219
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.8M -61,100 Closed
Squarepoint
220
Squarepoint
New York
– -$1.25M -42,599 Closed
B
221
Bailard
California
– -$691K -23,465 Closed
Jacobs Levy Equity Management
222
Jacobs Levy Equity Management
New Jersey
– -$492K -16,713 Closed
Janney Montgomery Scott
223
Janney Montgomery Scott
Pennsylvania
– -$412K -14,003 Closed
Balyasny Asset Management
224
Balyasny Asset Management
Illinois
– -$258K -8,760 Closed
SG Americas Securities
225
SG Americas Securities
New York
– -$232K -7,871 Closed
6 7 8
9
10