Heartland Financial USA, Inc.
HTLF
HTLF was delisted on the 31st of January, 2025.
114 hedge funds and large institutions have $298M invested in Heartland Financial USA, Inc. in 2015 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 18 reducing their positions, and 8 closing their positions.
213% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 8
167% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 18
26% more capital invested
Capital invested by funds: $235M → $298M (+$62.3M)
18% more funds holding
Funds holding: 97 → 114 (+17)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DBT
Dubuque Bank & Trust
Dubuque,
Iowa
|
+$6.18M |
| 2 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$4.04M |
| 3 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$2.34M |
| 4 |
HIS
Horizon Investment Services
Hammond,
Indiana
|
+$1.85M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMCMI
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
-$4.46M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.18M |
| 3 |
Millennium Management
New York
|
-$1.44M |
| 4 |
Two Sigma Investments
New York
|
-$574K |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$559K |
HTLF Hedge Fund Activity: Q2 2015 in Review
114 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q2 2015, worth a combined $298M — up 26% from $235M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new HTLF positions and 8 closed out — a net gain of 17 holders — while 48 added to existing stakes and 18 trimmed.
The largest buyer was Dubuque Bank & Trust, adding an estimated $6.18M. The largest seller was Bryn Mawr Capital Management Inc, cutting an estimated $4.46M.
- 114 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q2 2015, up from 97 in Q1 2015.
- Funds reported $298M of Heartland Financial USA, Inc. stock for Q2 2015, up 26% quarter-over-quarter.
- 25 funds opened new Heartland Financial USA, Inc. positions in Q2 2015 and 8 closed out, a net change of +17 holders.
- The largest Heartland Financial USA, Inc. buyer in Q2 2015 was Dubuque Bank & Trust, an estimated $6.18M added.
- The largest Heartland Financial USA, Inc. seller in Q2 2015 was Bryn Mawr Capital Management Inc, an estimated $4.46M sold.
Based on aggregated 13F filings for Q2 2015.