We are live on ! Find out more
HTLF

Heartland Financial USA, Inc.

Delisted

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

179 hedge funds and large institutions have $1.23B invested in Heartland Financial USA, Inc. in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

32% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 47

3% more funds holding

Funds holding: 173179 (+6)

3% more capital invested

Capital invested by funds: $1.19B → $1.23B (+$39.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
179
Holders Change
+6
Holders Change %
+3.47%
% of All Funds
3.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
22
Increased
62
Reduced
47
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$210M +$18.3M +395,116 +10%
EARNEST Partners
2
EARNEST Partners
Georgia
$140M -$2.71M -58,370 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$134M -$818K -17,625 -0.6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$82.2M +$1.92M +41,426 +2%
DBT
5
Dubuque Bank & Trust
Iowa
$79.9M -$556K -11,972 -0.7%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$76.3M +$4.62M +99,548 +7%
State Street
7
State Street
Massachusetts
$48.2M -$4.89M -105,420 -10%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$34M -$337K -7,264 -1%
N
9
Nuveen
North Carolina
$33.5M -$236K -5,087 -0.7%
Bank of America
10
Bank of America
North Carolina
$28.7M +$2.12M +45,570 +8%
New York State Common Retirement Fund
11
New York State Common Retirement Fund
New York
$25.1M +$204K +4,392 +0.8%
Northern Trust
12
Northern Trust
Illinois
$21M -$6.35M -136,827 -24%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$20.8M -$1.9M -40,995 -9%
Norges Bank
14
Norges Bank
Norway
$19.7M +$1.07M +23,022 +6%
Charles Schwab
15
Charles Schwab
California
$18.3M +$397K +8,549 +2%
Wells Fargo
16
Wells Fargo
California
$14.4M +$593K +12,785 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$14.1M +$514K +11,066 +4%
Prudential Financial
18
Prudential Financial
New Jersey
$12.3M -$2.32M -50,071 -16%
Millennium Management
19
Millennium Management
New York
$10.5M -$2.28M -49,221 -18%
FCI
20
Financial Counselors Inc
Kansas
$8.42M -$35.7K -770 -0.4%
BCM
21
Bridgeway Capital Management
Texas
$8.2M
APP
22
Avantax Planning Partners
Iowa
$8M +$139 +3 +0%
MFG
23
MidWestOne Financial Group
Iowa
$6.37M +$50.7K +1,092 +0.8%
Goldman Sachs
24
Goldman Sachs
New York
$6.33M -$5.29M -114,036 -46%
First Trust Advisors
25
First Trust Advisors
Illinois
$5.92M -$385K -8,291 -6%

HTLF Hedge Fund Activity: Q3 2021 in Review

179 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q3 2021, worth a combined $1.23B — up 3.3% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new HTLF positions and 14 closed out — a net gain of 8 holders — while 62 added to existing stakes and 47 trimmed.

The largest buyer was BlackRock, adding an estimated $18.3M. The largest seller was Northern Trust, cutting an estimated $6.35M.

  • 179 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2021, up from 173 in Q2 2021.
  • Funds reported $1.23B of Heartland Financial USA, Inc. stock for Q3 2021, up 3.3% quarter-over-quarter.
  • 22 funds opened new Heartland Financial USA, Inc. positions in Q3 2021 and 14 closed out, a net change of +8 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q3 2021 was BlackRock, an estimated $18.3M added.
  • The largest Heartland Financial USA, Inc. seller in Q3 2021 was Northern Trust, an estimated $6.35M sold.

Based on aggregated 13F filings for Q3 2021.