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HTLF

Heartland Financial USA, Inc.

Delisted

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

97 hedge funds and large institutions have $235M invested in Heartland Financial USA, Inc. in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

54% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 24

25% more capital invested

Capital invested by funds: $188M → $235M (+$47M)

11% more funds holding

Funds holding: 8797 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
97
Holders Change
+10
Holders Change %
+11.49%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
37
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DBT
1
Dubuque Bank & Trust
Iowa
$51.5M -$485K -16,366 -1%
Northern Trust
2
Northern Trust
Illinois
$25M +$764K +25,774 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$21.8M +$6.02M +203,213 +44%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$18.2M +$540K +18,226 +3%
BIT
5
BlackRock Institutional Trust
California
$16.3M +$488K +16,487 +3%
BFA
6
BlackRock Fund Advisors
California
$13.9M -$87K -2,937 -0.7%
State Street
7
State Street
Massachusetts
$9.19M +$99.8K +3,370 +1%
JP Morgan Chase
8
JP Morgan Chase
New York
$5.84M +$1.1M +37,025 +26%
BMCMI
9
Bryn Mawr Capital Management Inc
Pennsylvania
$4.82M -$3.61M -121,710 -45%
NI
10
Numeric Investors
Massachusetts
$3.57M +$3.24M +109,319 New
AB
11
AT Bancorp
Iowa
$3.47M -$164K -5,520 -5%
Morgan Stanley
12
Morgan Stanley
New York
$3.43M +$1.98M +66,739 +174%
Prudential Financial
13
Prudential Financial
New Jersey
$3.22M +$1.51M +51,050 +107%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$3.12M +$28.5K +963 +1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$2.68M +$250K +8,453 +11%
TCIM
16
TIAA CREF Investment Management
New York
$2.25M
Wellington Management Group
17
Wellington Management Group
Massachusetts
$2.18M -$7.82M -263,982 -80%
HIS
18
Horizon Investment Services
Indiana
$2.12M +$1.93M +65,055 New
DDPIC
19
Deroy & Devereaux Private Investment Counsel
Michigan
$2.1M
NFA
20
Nationwide Fund Advisors
Ohio
$1.97M +$978K +32,999 +120%
Millennium Management
21
Millennium Management
New York
$1.86M +$1.69M +56,988 New
Two Sigma Investments
22
Two Sigma Investments
New York
$1.75M +$1.01M +33,967 +172%
LSV Asset Management
23
LSV Asset Management
Illinois
$1.73M +$158K +5,329 +11%
BCM
24
Bridgeway Capital Management
Texas
$1.72M +$1.24M +41,800 +382%
BIM
25
BlackRock Investment Management
Delaware
$1.71M +$11.1K +376 +0.7%

HTLF Hedge Fund Activity: Q1 2015 in Review

97 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q1 2015, worth a combined $235M — up 25% from $188M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HTLF positions and 6 closed out — a net gain of 10 holders — while 37 added to existing stakes and 24 trimmed.

The largest buyer was Vanguard Group, adding an estimated $6.02M. The largest seller was Wellington Management Group, cutting an estimated $7.82M.

  • 97 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q1 2015, up from 87 in Q4 2014.
  • Funds reported $235M of Heartland Financial USA, Inc. stock for Q1 2015, up 25% quarter-over-quarter.
  • 16 funds opened new Heartland Financial USA, Inc. positions in Q1 2015 and 6 closed out, a net change of +10 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q1 2015 was Vanguard Group, an estimated $6.02M added.
  • The largest Heartland Financial USA, Inc. seller in Q1 2015 was Wellington Management Group, an estimated $7.82M sold.

Based on aggregated 13F filings for Q1 2015.