HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

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

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217 hedge funds and large institutions have $1.16B invested in Heartland Financial USA, Inc. in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 62 increasing their positions, 78 reducing their positions, and 16 closing their positions.

Holders
217
Holders Change
+25
Holders Change %
+13.02%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
44
Increased
62
Reduced
78
Closed
16
Calls
$64K
Puts
$293K
Net Calls
-$229K
Net Calls Change
-$541K

Top Buyers

1
HB
1
HTLF Bank
Colorado
$55.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$27.7M
3
FL
3
Fourthstone LLC
Missouri
$11.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$7.72M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$20.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$4.24M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$99.3M
3
APP
3
Avantax Planning Partners
Iowa
$1.16M
4
GCP
4
GSA Capital Partners
United Kingdom
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.94M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$222M 5,903,536 -3,459 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$122M 3,232,944 +88,886 +3%
EARNEST Partners
3
EARNEST Partners
Georgia
$99.3M 2,640,203 -103,682 -4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$76.9M 2,043,545 +62,177 +3%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$57.4M 1,527,392 -9,966 -0.6%
HB
6
HTLF Bank
Colorado
$55.6M 1,478,945 +1,478,945 New
State Street
7
State Street
Massachusetts
$44.3M 1,177,905 +43,726 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$34.1M 905,662 +40,328 +5%
Nuveen Asset Management
9
Nuveen Asset Management
Illinois
$29.4M 781,496 -32,082 -4%
Morgan Stanley
10
Morgan Stanley
New York
$27.7M 735,924 +397,725 +118%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$20.2M 535,969 +99,979 +23%
Charles Schwab
12
Charles Schwab
California
$18M 478,927 +32,044 +7%
American Century Companies
13
American Century Companies
Missouri
$17.3M 459,657 +94,144 +26%
Northern Trust
14
Northern Trust
Illinois
$15.5M 412,883 +10,174 +3%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$14.9M 394,972 +20 +0%
AQR Capital Management
16
AQR Capital Management
Connecticut
$12.4M 328,908 +56,141 +21%
Goldman Sachs
17
Goldman Sachs
New York
$12.2M 325,651 +578 +0.2%
Bank of America
18
Bank of America
North Carolina
$12.1M 321,459 -16,900 -5%
FL
19
Fourthstone LLC
Missouri
$11.9M 315,207 +241,441 +327%
Norges Bank
20
Norges Bank
Norway
$11.5M 305,826 -29,821 -9%
First Trust Advisors
21
First Trust Advisors
Illinois
$11.1M 295,063 +12,064 +4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$11M 291,540 -475 -0.2%
BCM
23
Bridgeway Capital Management
Texas
$8.93M 237,347 +38,790 +20%
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$7.87M 209,120 +86,285 +70%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$7.72M 205,339 +108,643 +112%
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