HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

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

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216 hedge funds and large institutions have $1.42B invested in Heartland Financial USA, Inc. in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 68 increasing their positions, 64 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+8
Holders Change %
+3.85%
% of All Funds
3.14%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
51
Increased
68
Reduced
64
Closed
41
Calls
$951K
Puts
$71K
Net Calls
+$880K
Net Calls Change
+$1.23M

Top Buyers

1
MF
Magnetar Financial
Illinois
$46.6M
2
AA
AQR Arbitrage
Connecticut
$30.6M
3
AllianceBernstein
AllianceBernstein
Tennessee
$32.6M
4
Millennium Management
Millennium Management
New York
$31.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$19.9M

Top Sellers

1
BlackRock
BlackRock
New York
$152M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$14.5M
3
AQR Capital Management
AQR Capital Management
Connecticut
$3.18M
4
Vanguard Group
Vanguard Group
Pennsylvania
$135M
5
Franklin Resources
Franklin Resources
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
201
Lindbrook Capital
California
$2.49K +$2.05K +46 +460%
EWA
202
EverSource Wealth Advisors
Alabama
$2.34K +$709 +13 +43%
PWMG
203
Private Wealth Management Group
New Jersey
$2K – – –
GI
204
GAMMA Investing
California
$2K +$1.82K +41 +1,025%
SWM
205
Spire Wealth Management
Virginia
$1.78K +$711 +16 +67%
FFA
206
Farther Finance Advisors
California
$1.76K – – –
CA
207
CoreCap Advisors
Michigan
$1.56K +$1.56K +35 New
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$1.47K – – –
RIL
209
Rothschild Investment LLC
Illinois
$889 +$667 +15 +300%
JWA
210
JFS Wealth Advisors
Pennsylvania
$756 – – –
SIC
211
SJS Investment Consulting
Ohio
$445 – – –
BGAI
212
Bruce G. Allen Investments
Colorado
$356 – – –
DPW
213
DiNuzzo Private Wealth
Pennsylvania
$267 +$45 +1 +20%
AF
214
Allworth Financial
California
$204 – – –
Franklin Resources
215
Franklin Resources
California
– -$7.05M -200,682 Closed
MCM
216
Maltese Capital Management
New York
– -$5.32M -151,400 Closed
Assenagon Asset Management
217
Assenagon Asset Management
Luxembourg
– -$4.44M -126,229 Closed
DDPIC
218
Deroy & Devereaux Private Investment Counsel
Michigan
– -$2.67M -75,830 Closed
EC
219
EJF Capital
Virginia
– -$2.31M -65,841 Closed
EPCA
220
Elizabeth Park Capital Advisors
Ohio
– -$2.08M -59,087 Closed
FCM
221
FJ Capital Management
Virginia
– -$1.27M -36,010 Closed
AI
222
Atom Investors
Texas
– -$1.24M -35,314 Closed
MAM
223
Martingale Asset Management
Massachusetts
– -$1.11M -31,511 Closed
CSS
224
Cubist Systematic Strategies
Connecticut
– -$966K -27,485 Closed
TI
225
Trexquant Investment
Connecticut
– -$955K -27,182 Closed
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