HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

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

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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 %
AWM
201
Avior Wealth Management
Nebraska
$281 +$281 +8 New
DPW
202
DiNuzzo Private Wealth
Pennsylvania
$176 – – –
RIL
203
Rothschild Investment LLC
Illinois
$176 +$176 +5 New
GI
204
GAMMA Investing
California
$141 -$35 -1 -20%
AF
205
Allworth Financial
California
$141 +$141 +4 New
BTI
206
Blue Trust Inc
Georgia
$70 -$2.38K -68 -97%
TWP
207
TFO Wealth Partners
Ohio
$70 -$140 -4 -67%
FL
208
Fourthstone LLC
Missouri
– -$11.9M -315,207 Closed
N
209
Numerai
California
– -$2.76M -73,404 Closed
HF
210
HRT Financial
New York
– -$1.4M -37,100 Closed
ZCM
211
Ziegler Capital Management
Illinois
– -$1.02M -26,998 Closed
JCIA
212
Jackson Creek Investment Advisors
Colorado
– -$1.02M -26,988 Closed
Man Group
213
Man Group
United Kingdom
– -$728K -19,359 Closed
Walleye Capital
214
Walleye Capital
New York
– -$708K -18,833 Closed
ECM
215
ExodusPoint Capital Management
New York
– -$643K -17,095 Closed
Russell Investments Group
216
Russell Investments Group
United Kingdom
– -$634K -16,864 Closed
JFG
217
Jefferies Financial Group
New York
– -$470K -12,500 Closed
CIC
218
Cornercap Investment Counsel
Georgia
– -$460K -12,230 Closed
State of Wisconsin Investment Board
219
State of Wisconsin Investment Board
Wisconsin
– -$453K -12,042 Closed
DFCM
220
Dark Forest Capital Management
Puerto Rico
– -$435K -11,554 Closed
State of Tennessee, Department of Treasury
221
State of Tennessee, Department of Treasury
Tennessee
– -$417K -11,093 Closed
PMEF
222
Point72 Middle East FZE
United Arab Emirates
– -$404K -10,731 Closed
Arrowstreet Capital
223
Arrowstreet Capital
Massachusetts
– -$297K -7,910 Closed
Truist Financial
224
Truist Financial
North Carolina
– -$267K -7,112 Closed
RJFSA
225
Raymond James Financial Services Advisors
Florida
– -$267K -7,106 Closed
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