Heartland Financial USA, Inc.
HTLF
HTLF was delisted on the 31st of January, 2025.
192 hedge funds and large institutions have $888M invested in Heartland Financial USA, Inc. in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 63 reducing their positions, and 12 closing their positions.
108% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 12
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
58% more call options, than puts
Call options by funds: $853K | Put options by funds: $541K
14% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 63
7% more funds holding
Funds holding: 179 → 192 (+13)
7% more capital invested
Capital invested by funds: $830M → $888M (+$58M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$7M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$5.02M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.67M |
| 4 |
NIG
NFJ Investment Group
Dallas,
Texas
|
+$3.87M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$3.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$15.7M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$4.96M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$4.55M |
| 4 |
State Street
Boston,
Massachusetts
|
-$2.8M |
| 5 |
DBT
Dubuque Bank & Trust
Dubuque,
Iowa
|
-$2.28M |
HTLF Hedge Fund Activity: Q3 2023 in Review
192 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q3 2023, worth a combined $888M — up 7% from $830M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new HTLF positions and 12 closed out — a net gain of 13 holders — while 72 added to existing stakes and 63 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $7M. The largest seller was Millennium Management, cutting an estimated $15.7M.
- 192 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2023, up from 179 in Q2 2023.
- Funds reported $888M of Heartland Financial USA, Inc. stock for Q3 2023, up 7% quarter-over-quarter.
- 25 funds opened new Heartland Financial USA, Inc. positions in Q3 2023 and 12 closed out, a net change of +13 holders.
- The largest Heartland Financial USA, Inc. buyer in Q3 2023 was AQR Capital Management, an estimated $7M added.
- The largest Heartland Financial USA, Inc. seller in Q3 2023 was Millennium Management, an estimated $15.7M sold.
Based on aggregated 13F filings for Q3 2023.