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HTLF

Heartland Financial USA, Inc.

Delisted

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

149 hedge funds and large institutions have $875M invested in Heartland Financial USA, Inc. in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

29% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 41

24% more capital invested

Capital invested by funds: $704M → $875M (+$172M)

12% more funds holding

Funds holding: 133149 (+16)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
149
Holders Change
+16
Holders Change %
+12.03%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
53
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DBT
1
Dubuque Bank & Trust
Iowa
$94.9M +$9.71M +192,188 +12%
BlackRock
2
BlackRock
New York
$85.5M +$4.27M +84,486 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$62.7M +$2.47M +48,924 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$58.6M +$1.5M +29,639 +3%
EARNEST Partners
5
EARNEST Partners
Georgia
$52.2M +$35.4M +700,383 +257%
Northern Trust
6
Northern Trust
Illinois
$50.8M -$369K -7,301 -0.8%
N
7
Nuveen
North Carolina
$36.3M +$3.03M +60,042 +10%
State Street
8
State Street
Massachusetts
$35.4M +$4.19M +82,916 +14%
Allianz Asset Management
9
Allianz Asset Management
Germany
$29.7M -$232K -4,584 -0.8%
Prudential Financial
10
Prudential Financial
New Jersey
$19.2M +$2.44M +48,381 +16%
Bank of America
11
Bank of America
North Carolina
$18.1M +$2.19M +43,315 +15%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$16.5M +$346K +6,853 +2%
FCI
13
Financial Counselors Inc
Kansas
$16.3M
FWIA
14
Fort Washington Investment Advisors
Ohio
$15.2M +$14.3M +283,000 New
Stifel Financial
15
Stifel Financial
Missouri
$14.6M +$2.09M +41,289 +18%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$13.9M +$1.75M +34,672 +15%
Wells Fargo
17
Wells Fargo
California
$13.6M +$389K +7,691 +3%
WC
18
Walthausen & Co
New York
$12.6M -$1.21M -23,970 -9%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$12.1M +$6.28M +124,232 +124%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$11.6M +$9.17M +181,536 +527%
AQR Capital Management
21
AQR Capital Management
Connecticut
$9.62M -$1.66M -32,950 -16%
BCM
22
Bridgeway Capital Management
Texas
$9.38M
Fidelity Investments
23
Fidelity Investments
Massachusetts
$9.18M +$8.64M +171,107 New
Renaissance Technologies
24
Renaissance Technologies
New York
$8.14M -$1.37M -27,200 -15%
AB
25
AT Bancorp
Iowa
$7.16M

HTLF Hedge Fund Activity: Q4 2017 in Review

149 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q4 2017, worth a combined $875M — up 24% from $704M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HTLF positions and 10 closed out — a net gain of 16 holders — while 53 added to existing stakes and 41 trimmed.

The largest buyer was EARNEST Partners, adding an estimated $35.4M. The largest seller was Hutchin Hill Capital, cutting an estimated $8.97M.

  • 149 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q4 2017, up from 133 in Q3 2017.
  • Funds reported $875M of Heartland Financial USA, Inc. stock for Q4 2017, up 24% quarter-over-quarter.
  • 26 funds opened new Heartland Financial USA, Inc. positions in Q4 2017 and 10 closed out, a net change of +16 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q4 2017 was EARNEST Partners, an estimated $35.4M added.
  • The largest Heartland Financial USA, Inc. seller in Q4 2017 was Hutchin Hill Capital, an estimated $8.97M sold.

Based on aggregated 13F filings for Q4 2017.