HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

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

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208 hedge funds and large institutions have $1.1B invested in Heartland Financial USA, Inc. in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 79 reducing their positions, and 31 closing their positions.

Holders
208
Holders Change
-9
Holders Change %
-4.15%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
60
Reduced
79
Closed
31
Calls
$53K
Puts
$403K
Net Calls
-$350K
Net Calls Change
-$121K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$49.2M
2
SCA
2
Stieven Capital Advisors
Missouri
$13.9M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$7.31M
4
Franklin Resources
4
Franklin Resources
California
$7.05M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$77.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.8M
2
FL
2
Fourthstone LLC
Missouri
$0
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$19.3M
4
BlackRock
4
BlackRock
New York
$202M
5
Millennium Management
5
Millennium Management
New York
$1.04M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$202M 5,749,527 -154,009 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$114M 3,244,151 +11,207 +0.3%
EARNEST Partners
3
EARNEST Partners
Georgia
$91.5M 2,603,138 -37,065 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$77.4M 2,202,452 +158,907 +8%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$55.6M 1,580,737 +53,345 +3%
HB
6
HTLF Bank
Colorado
$51.9M 1,477,865 -1,080 -0.1%
Charles Schwab
7
Charles Schwab
California
$49.2M 1,398,857 +919,930 +192%
State Street
8
State Street
Massachusetts
$43M 1,224,321 +46,416 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$32.4M 921,162 +15,500 +2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$22.1M 629,189 +93,220 +17%
Nuveen Asset Management
11
Nuveen Asset Management
Illinois
$19.3M 549,674 -231,822 -30%
American Century Companies
12
American Century Companies
Missouri
$18.9M 537,484 +77,827 +17%
Northern Trust
13
Northern Trust
Illinois
$14.3M 406,422 -6,461 -2%
SCA
14
Stieven Capital Advisors
Missouri
$13.9M 394,095 +329,095 +506%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$13.7M 391,110 -3,862 -1%
Morgan Stanley
16
Morgan Stanley
New York
$12.8M 363,764 -372,160 -51%
Bank of America
17
Bank of America
North Carolina
$11.9M 338,399 +16,940 +5%
Goldman Sachs
18
Goldman Sachs
New York
$11.1M 316,103 -9,548 -3%
AQR Capital Management
19
AQR Capital Management
Connecticut
$10.5M 299,480 -29,428 -9%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$10.2M 289,729 -1,811 -0.6%
Norges Bank
21
Norges Bank
Norway
$9.13M 259,647 -46,179 -15%
BCM
22
Bridgeway Capital Management
Texas
$8.68M 246,962 +9,615 +4%
First Trust Advisors
23
First Trust Advisors
Illinois
$8.53M 242,668 -52,395 -18%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$7.31M 208,100 +208,100 New
Wells Fargo
25
Wells Fargo
California
$7.28M 207,083 +11,571 +6%
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