Heartland Financial USA, Inc.
HTLF
HTLF was delisted on the 31st of January, 2025.
116 hedge funds and large institutions have $286M invested in Heartland Financial USA, Inc. in 2016 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 25 reducing their positions, and 13 closing their positions.
191% more capital inflows, than outflows
Capital inflows: $43.3M | Capital outflows: $14.9M
100% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 25
85% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 13
10% more funds holding
Funds holding: 105 → 116 (+11)
3.92% more ownership
Funds ownership: 33.98% → 37.89% (+3.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
+$18.5M |
| 2 |
NAP
New Amsterdam Partners
New York
|
+$4.52M |
| 3 |
Systematic Financial Management
Teaneck,
New Jersey
|
+$1.18M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$1.06M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIS
Horizon Investment Services
Hammond,
Indiana
|
-$3.35M |
| 2 |
Morgan Stanley
New York
|
-$1.37M |
| 3 |
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$1.21M |
| 4 |
CEP
Chicago Equity Partners
Chicago,
Illinois
|
-$1.15M |
| 5 |
Millennium Management
New York
|
-$1.05M |
HTLF Hedge Fund Activity: Q1 2016 in Review
116 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q1 2016, worth a combined $286M — up 9.5% from $261M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new HTLF positions and 13 closed out — a net gain of 11 holders — while 50 added to existing stakes and 25 trimmed.
The largest buyer was Financial Counselors Inc, opening a new position worth an estimated $18.5M. The largest seller was Horizon Investment Services, cutting an estimated $3.35M.
- 116 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q1 2016, up from 105 in Q4 2015.
- Funds reported $286M of Heartland Financial USA, Inc. stock for Q1 2016, up 9.5% quarter-over-quarter.
- 24 funds opened new Heartland Financial USA, Inc. positions in Q1 2016 and 13 closed out, a net change of +11 holders.
- The largest Heartland Financial USA, Inc. buyer in Q1 2016 was Financial Counselors Inc, an estimated $18.5M added.
- The largest Heartland Financial USA, Inc. seller in Q1 2016 was Horizon Investment Services, an estimated $3.35M sold.
Based on aggregated 13F filings for Q1 2016.