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Independent Financial Group’s Horizon Technology Finance HRZN Stock Holding History

Independent Financial Group’s Portfolio HRZN Stock Details HRZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-10,250
Closed -$126K – 586
2020
Q3 		$126K Hold
10,250
– – 0.02% 484
2020
Q2 		$112K Hold
10,250
– – 0.02% 458
2020
Q1 		$83.2K Buy
+10,250
New +$121K 0.02% 385

Other funds holding HRZN

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SCM
Shelton Capital Management Denver, Colorado $4.57B AUM 32.26% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Financial Group's HRZN Position: Q4 2020 in Review

Independent Financial Group sold out of Horizon Technology Finance (HRZN) in Q4 2020, closing a stake of 10,250 shares — an estimated $126K sold.

Independent Financial Group first reported a position in HRZN in Q1 2020 and held it in 3 quarters. The position peaked at $126K in Q3 2020. 44 funds tracked by Wall St. Rank hold HRZN as of Q4 2020.

  • Independent Financial Group reported no remaining Horizon Technology Finance position as of Q4 2020 after selling out during the quarter.
  • Independent Financial Group sold 10,250 Horizon Technology Finance shares in Q4 2020, an estimated $126K.
  • Independent Financial Group first reported a position in Horizon Technology Finance in Q1 2020 and held it in 3 quarters.
  • Independent Financial Group's Horizon Technology Finance position peaked at $126K in Q3 2020.
  • 44 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q4 2020.

Based on Independent Financial Group's 13F filing for Q4 2020, filed 15 Jun 2026.