HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

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

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218 hedge funds and large institutions have $1.83B invested in Heartland Financial USA, Inc. in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+2
Holders Change %
+0.93%
% of All Funds
3.15%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
27
Increased
79
Reduced
64
Closed
25
Calls
$1.58M
Puts
$448K
Net Calls
+$1.13M
Net Calls Change
+$248K

Top Buyers

1
WCMNY
Westchester Capital Management (New York)
New York
$33M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$47.2M
3
OAC
OMERS Administration Corp
Ontario, Canada
$20.4M
4
GLAM
Gardner Lewis Asset Management
Pennsylvania
$17.2M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$11.4M

Top Sellers

1
HB
HTLF Bank
Colorado
$66.2M
2
First Trust Advisors
First Trust Advisors
Illinois
$0
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$4.61M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$0
5
American Century Companies
American Century Companies
Missouri
$23.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
201
Farther Finance Advisors
California
$2.83K +$567 +10 +25%
PWMG
202
Private Wealth Management Group
New Jersey
$2.55K – – –
EWA
203
EverSource Wealth Advisors
Alabama
$2.44K – – –
SWM
204
Spire Wealth Management
Virginia
$2.27K – – –
MPWT
205
MassMutual Private Wealth & Trust
Connecticut
$1.87K – – –
Jones Financial Companies
206
Jones Financial Companies
Missouri
$1.62K +$1.62K +29 New
CFGS
207
Concourse Financial Group Securities
Alabama
$1.19K -$2.27K -40 -66%
JWA
208
JFS Wealth Advisors
Pennsylvania
$1.02K +$57 +1 +6%
HWM
209
Hemington Wealth Management
Virginia
$1K +$1K +27 New
A
210
AlphaQuest
New York
$737 -$361K -6,374 -100%
VCM
211
Versant Capital Management
Arizona
$737 +$737 +13 New
SIC
212
SJS Investment Consulting
Ohio
$567 – – –
BGAI
213
Bruce G. Allen Investments
Colorado
$454 – – –
DPW
214
DiNuzzo Private Wealth
Pennsylvania
$341 – – –
AF
215
Allworth Financial
California
$227 – – –
CA
216
Claris Advisors
Missouri
$113 +$113 +2 New
Norges Bank
217
Norges Bank
Norway
– -$26.3M -592,225 Closed
First Trust Advisors
218
First Trust Advisors
Illinois
– -$9.72M -218,564 Closed
Hotchkis & Wiley Capital Management
219
Hotchkis & Wiley Capital Management
California
– -$6.95M -156,290 Closed
GCCM
220
Gate City Capital Management
Illinois
– -$1.7M -138,093 Closed
NIG
221
NFJ Investment Group
Texas
– -$4.2M -94,557 Closed
DA
222
Denali Advisors
California
– -$2.77M -62,300 Closed
Renaissance Technologies
223
Renaissance Technologies
New York
– -$1.64M -36,800 Closed
CT
224
ClearAlpha Technologies
Connecticut
– -$1.09M -24,575 Closed
Ameriprise
225
Ameriprise
Minnesota
– -$934K -21,016 Closed
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