We are live on ! Find out more
HTLF

Heartland Financial USA, Inc.

Delisted

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

145 hedge funds and large institutions have $1.04B invested in Heartland Financial USA, Inc. in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

16% more capital invested

Capital invested by funds: $898M → $1.04B (+$140M)

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

2% less funds holding

Funds holding: 148145 (-3)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
15
Increased
51
Reduced
46
Closed
17
Calls
$3.36M
Puts
Net Calls
+$3.36M
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$124M +$1.67M +35,579 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$121M +$4.68M +99,504 +4%
EARNEST Partners
3
EARNEST Partners
Georgia
$81.9M +$3.47M +73,824 +5%
DBT
4
Dubuque Bank & Trust
Iowa
$79.8M -$2.59M -55,037 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$76.5M +$3.44M +73,225 +5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$56.8M +$5.08M +107,981 +10%
N
7
Nuveen
North Carolina
$45.2M -$1.53M -32,539 -3%
State Street
8
State Street
Massachusetts
$39.2M +$1.88M +39,977 +5%
Northern Trust
9
Northern Trust
Illinois
$37.2M -$320K -6,805 -0.9%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$26.6M +$1.98M +42,078 +9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$23.2M +$649K +13,801 +3%
Norges Bank
12
Norges Bank
Norway
$22.5M +$1.25M +26,562 +6%
Goldman Sachs
13
Goldman Sachs
New York
$19.4M +$5.04M +107,277 +38%
New York State Common Retirement Fund
14
New York State Common Retirement Fund
New York
$17M -$42.3K -900 -0.3%
Bank of America
15
Bank of America
North Carolina
$16.1M -$680K -14,453 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$13.5M +$2.07M +44,007 +19%
Wells Fargo
17
Wells Fargo
California
$12.8M -$727K -15,463 -6%
Charles Schwab
18
Charles Schwab
California
$10.2M +$195K +4,152 +2%
Prudential Financial
19
Prudential Financial
New Jersey
$9.58M -$96.1K -2,043 -1%
Stifel Financial
20
Stifel Financial
Missouri
$9.23M -$1.8M -38,238 -17%
BCM
21
Bridgeway Capital Management
Texas
$9.12M +$353K +7,500 +4%
FCI
22
Financial Counselors Inc
Kansas
$8.89M -$101K -2,143 -1%
MCM
23
Maltese Capital Management
New York
$8.44M +$3.27M +69,614 +70%
WC
24
Walthausen & Co
New York
$7.51M +$1.4M +29,700 +25%
MFG
25
MidWestOne Financial Group
Iowa
$7M +$404K +8,592 +6%

HTLF Hedge Fund Activity: Q4 2019 in Review

145 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q4 2019, worth a combined $1.04B — up 16% from $898M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of HTLF and 15 opened new positions — a net loss of 2 holders — while 46 trimmed existing stakes and 51 added.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $5.12M. The largest seller was Renaissance Technologies, cutting an estimated $5.64M.

  • 145 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q4 2019, down from 148 in Q3 2019.
  • Funds reported $1.04B of Heartland Financial USA, Inc. stock for Q4 2019, up 16% quarter-over-quarter.
  • 15 funds opened new Heartland Financial USA, Inc. positions in Q4 2019 and 17 closed out, a net change of -2 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q4 2019 was Hotchkis & Wiley Capital Management, an estimated $5.12M added.
  • The largest Heartland Financial USA, Inc. seller in Q4 2019 was Renaissance Technologies, an estimated $5.64M sold.

Based on aggregated 13F filings for Q4 2019.