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HTLF

Heartland Financial USA, Inc.

Delisted

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

76 hedge funds and large institutions have $189M invested in Heartland Financial USA, Inc. in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

1% more capital invested

Capital invested by funds: $188M → $189M (+$1.08M)

0% more funds holding

Funds holding: 7676 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
76
Holders Change
Holders Change %
0%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
28
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DBT
1
Dubuque Bank & Trust
Iowa
$48.6M -$10.9M -390,597 -18%
Northern Trust
2
Northern Trust
Illinois
$21.1M +$561K +20,032 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$13.7M +$219K +7,803 +2%
BIT
4
BlackRock Institutional Trust
California
$12.5M -$95.8K -3,421 -0.8%
BFA
5
BlackRock Fund Advisors
California
$11.9M +$1.26M +44,965 +12%
Vanguard Group
6
Vanguard Group
Pennsylvania
$10.8M -$549K -19,610 -5%
BMCMI
7
Bryn Mawr Capital Management Inc
Pennsylvania
$9.28M -$2.72M -96,957 -23%
State Street
8
State Street
Massachusetts
$7.56M -$96.2K -3,433 -1%
JP Morgan Chase
9
JP Morgan Chase
New York
$5.46M -$291K -10,401 -5%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$5.22M +$5.25M +187,500 New
PI
11
Putnam Investments
Massachusetts
$4.97M +$4.31M +153,916 +629%
AB
12
AT Bancorp
Iowa
$3.47M +$2.8K +100 +0.1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.45M +$306K +10,913 +14%
LSV Asset Management
14
LSV Asset Management
Illinois
$2.14M +$631K +22,531 +42%
TCIM
15
TIAA CREF Investment Management
New York
$1.94M -$81.4K -2,904 -4%
MFIMFI
16
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.89M +$1.9M +67,834 New
NFA
17
Nationwide Fund Advisors
Ohio
$1.86M +$1.08M +38,374 +136%
N
18
Nuveen
North Carolina
$1.73M +$153K +5,475 +10%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.54M +$114K +4,060 +8%
BIM
20
BlackRock Investment Management
Delaware
$1.45M +$13.6K +485 +0.9%
NI
21
Numeric Investors
Massachusetts
$1.34M -$130K -4,625 -9%
Renaissance Technologies
22
Renaissance Technologies
New York
$1.15M
Charles Schwab
23
Charles Schwab
California
$951K +$46.2K +1,649 +5%
Deutsche Bank
24
Deutsche Bank
Germany
$837K +$256K +9,123 +44%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$744K +$24.5K +875 +3%

HTLF Hedge Fund Activity: Q3 2013 in Review

76 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q3 2013, worth a combined $189M — up 0.57% from $188M a quarter earlier.

Fund positioning in HTLF was balanced in Q3 2013: 6 funds opened new positions, 6 closed out, 28 added to existing stakes and 26 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $5.25M. The largest seller was Dubuque Bank & Trust, cutting an estimated $10.9M.

  • 76 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $189M of Heartland Financial USA, Inc. stock for Q3 2013, up 0.57% quarter-over-quarter.
  • 6 funds opened new Heartland Financial USA, Inc. positions in Q3 2013 and 6 closed out, a net change of 0 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q3 2013 was Schroder Investment Management Group, an estimated $5.25M added.
  • The largest Heartland Financial USA, Inc. seller in Q3 2013 was Dubuque Bank & Trust, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2013.