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HTLF

Heartland Financial USA, Inc.
HTLF

Delisted

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

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136 hedge funds and large institutions have $605M invested in Heartland Financial USA, Inc. in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 43

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

1% more capital invested

Capital invested by funds: $596M → $605M (+$8.74M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less funds holding

Funds holding: 140 → 136 (-4)

61% less call options, than puts

Call options by funds: $95K | Put options by funds: $246K

Holders
136
Holders Change
-4
Holders Change %
-2.86%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
47
Reduced
43
Closed
22
Calls
$95K
Puts
$246K
Net Calls
-$151K
Net Calls Change
-$55K

Top Buyers

1
BlackRock
BlackRock
New York
+$69.7M
2
N
Nuveen
North Carolina
+$9.09M
3
Stifel Financial
Stifel Financial
Missouri
+$7.01M
4
HHC
Hutchin Hill Capital
New York
+$5.38M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$4.99M

Top Sellers

1
DBT
Dubuque Bank & Trust
Iowa
-$61.3M
2
FG
FSI Group
Ohio
-$4.18M
3
Millennium Management
Millennium Management
New York
-$3.79M
4
EI
EAM Investors
California
-$2.76M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$72.4M +$69.7M +1,444,574 +28,072%
Vanguard Group
2
Vanguard Group
Pennsylvania
$48.7M +$2.44M +50,696 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$48.2M +$4.19M +86,783 +10%
Northern Trust
4
Northern Trust
Illinois
$46.2M +$743K +15,398 +2%
Allianz Asset Management
5
Allianz Asset Management
Germany
$27.9M +$4.99M +103,545 +23%
N
6
Nuveen
North Carolina
$26.6M +$9.09M +188,436 +55%
State Street
7
State Street
Massachusetts
$21.1M +$1.05M +21,784 +5%
DBT
8
Dubuque Bank & Trust
Iowa
$18.3M -$61.3M -1,270,491 -78%
PFC
9
Phocas Financial Corp
California
$17.1M -$2.23M -46,340 -12%
Prudential Financial
10
Prudential Financial
New Jersey
$16.4M +$680K +14,110 +4%
FCI
11
Financial Counselors Inc
Kansas
$15.2M +$150K +3,114 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$14M +$4.37M +90,679 +48%
Principal Financial Group
13
Principal Financial Group
Iowa
$13.7M +$2.7M +55,887 +26%
WC
14
Walthausen & Co
New York
$13.1M -$811K -16,820 -6%
AQR Capital Management
15
AQR Capital Management
Connecticut
$9.99M +$4.06M +84,125 +73%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$9.63M +$906K +18,783 +11%
Renaissance Technologies
17
Renaissance Technologies
New York
$8.38M +$757K +15,700 +10%
Stifel Financial
18
Stifel Financial
Missouri
$7.26M +$7.01M +145,361 New
TCIM
19
TIAA CREF Investment Management
New York
$7.07M -$552K -11,449 -7%
AB
20
AT Bancorp
Iowa
$6.93M +$1.23M +25,548 +23%
Wells Fargo
21
Wells Fargo
California
$6.92M +$1.33M +27,615 +25%
Charles Schwab
22
Charles Schwab
California
$6.62M +$993K +20,592 +18%
LSV Asset Management
23
LSV Asset Management
Illinois
$6.59M +$3M +62,284 +89%
MAM
24
Martingale Asset Management
Massachusetts
$6.04M +$48.2K +1,000 +0.8%
American Century Companies
25
American Century Companies
Missouri
$5.95M -$362K -7,507 -6%
1
2 3 4 5

HTLF Hedge Fund Activity: Q1 2017 in Review

136 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q1 2017, worth a combined $605M — up 1.5% from $596M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HTLF positions and 22 closed out — a net gain of 2 holders — while 47 added to existing stakes and 43 trimmed.

The largest buyer was BlackRock, adding an estimated $69.7M. The largest seller was Dubuque Bank & Trust, cutting an estimated $61.3M.

  • 136 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q1 2017, down from 140 in Q4 2016.
  • Funds reported $605M of Heartland Financial USA, Inc. stock for Q1 2017, up 1.5% quarter-over-quarter.
  • 24 funds opened new Heartland Financial USA, Inc. positions in Q1 2017 and 22 closed out, a net change of +2 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q1 2017 was BlackRock, an estimated $69.7M added.
  • The largest Heartland Financial USA, Inc. seller in Q1 2017 was Dubuque Bank & Trust, an estimated $61.3M sold.

Based on aggregated 13F filings for Q1 2017.