Mercer Global Advisors
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Mercer Global Advisors’s Horizon Technology Finance HRZN Stock Holding History

Mercer Global Advisors’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
2025
Q3 		– Sell
-10,000
Closed -$72K – 2684
2025
Q2 		$72K Buy
+10,000
New +$77.9K ﹤0.01% 2177

Other funds holding HRZN

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Marshall Wace
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors's HRZN Position: Q3 2025 in Review

Mercer Global Advisors sold out of Horizon Technology Finance (HRZN) in Q3 2025, closing a stake of 10,000 shares — an estimated $72K sold.

Mercer Global Advisors first reported a position in HRZN in Q2 2025 and held it in 1 quarter. The position peaked at $72K in Q2 2025. 62 funds tracked by Wall St. Rank hold HRZN as of Q3 2025.

  • Mercer Global Advisors reported no remaining Horizon Technology Finance position as of Q3 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 10,000 Horizon Technology Finance shares in Q3 2025, an estimated $72K.
  • Mercer Global Advisors first reported a position in Horizon Technology Finance in Q2 2025 and held it in 1 quarter.
  • Mercer Global Advisors's Horizon Technology Finance position peaked at $72K in Q2 2025.
  • 62 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q3 2025.

Based on Mercer Global Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.