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HTLF

Heartland Financial USA, Inc.

Delisted

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

87 hedge funds and large institutions have $188M invested in Heartland Financial USA, Inc. in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

68% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 19

14% more capital invested

Capital invested by funds: $165M → $188M (+$23.4M)

12% more funds holding

Funds holding: 7887 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
87
Holders Change
+9
Holders Change %
+11.54%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
32
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DBT
1
Dubuque Bank & Trust
Iowa
$43.2M -$2.02M -78,853 -5%
Northern Trust
2
Northern Trust
Illinois
$20M -$21.2K -829 -0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$14.6M +$606K +23,673 +5%
BIT
4
BlackRock Institutional Trust
California
$13.1M +$561K +21,933 +5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.6M +$284K +11,080 +2%
BFA
6
BlackRock Fund Advisors
California
$11.7M +$1.58M +61,819 +17%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$8.96M +$3.64M +142,153 +75%
State Street
8
State Street
Massachusetts
$7.54M +$294K +11,505 +4%
BMCMI
9
Bryn Mawr Capital Management Inc
Pennsylvania
$7.3M -$3.3M -128,877 -32%
MCM
10
Maltese Capital Management
New York
$5.96M +$2.65M +103,350 +89%
JP Morgan Chase
11
JP Morgan Chase
New York
$3.85M +$1.45M +56,791 +67%
AB
12
AT Bancorp
Iowa
$3.03M
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.56M -$122K -4,763 -5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2M +$23.2K +907 +1%
TCIM
15
TIAA CREF Investment Management
New York
$1.87M -$9.88K -386 -0.6%
DDPIC
16
Deroy & Devereaux Private Investment Counsel
Michigan
$1.75M +$1.65M +64,500 New
BIM
17
BlackRock Investment Management
Delaware
$1.41M -$8.47K -331 -0.6%
LSV Asset Management
18
LSV Asset Management
Illinois
$1.3M +$159K +6,200 +15%
Prudential Financial
19
Prudential Financial
New Jersey
$1.29M +$128K +5,000 +12%
Renaissance Technologies
20
Renaissance Technologies
New York
$1.24M +$844K +32,992 +258%
BCM
21
Buckhead Capital Management
Georgia
$1.22M +$240K +9,365 +26%
MAM
22
Martingale Asset Management
Massachusetts
$1.07M +$108K +4,209 +12%
Charles Schwab
23
Charles Schwab
California
$1.05M -$67.8K -2,651 -6%
Morgan Stanley
24
Morgan Stanley
New York
$1.04M +$575K +22,458 +142%
Deutsche Bank
25
Deutsche Bank
Germany
$1.01M +$651K +25,445 +213%

HTLF Hedge Fund Activity: Q4 2014 in Review

87 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q4 2014, worth a combined $188M — up 14% from $165M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new HTLF positions and 4 closed out — a net gain of 10 holders — while 32 added to existing stakes and 19 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $3.64M. The largest seller was Fidelity Investments, exiting entirely with an estimated $6.4M sold.

  • 87 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q4 2014, up from 78 in Q3 2014.
  • Funds reported $188M of Heartland Financial USA, Inc. stock for Q4 2014, up 14% quarter-over-quarter.
  • 14 funds opened new Heartland Financial USA, Inc. positions in Q4 2014 and 4 closed out, a net change of +10 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q4 2014 was Wellington Management Group, an estimated $3.64M added.
  • The largest Heartland Financial USA, Inc. seller in Q4 2014 was Fidelity Investments, an estimated $6.4M sold.

Based on aggregated 13F filings for Q4 2014.