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Paloma Partners’s Horizon Technology Finance HRZN Stock Holding History

Paloma Partners’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
2024
Q4 		– Sell
-32,651
Closed -$348K – 634
2024
Q3 		$348K Buy
+32,651
New +$373K 0.01% 750
2024
Q2 		– Sell
-18,384
Closed -$209K – 1343
2024
Q1 		$209K Buy
+18,384
New +$232K 0.01% 596
2014
Q3 		– Sell
-35,433
Closed -$518K – 1150
2014
Q2 		$518K Buy
+35,433
New +$481K 0.02% 566

Other funds holding HRZN

GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 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 $2.7B AUM 21.91% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return

Paloma Partners's HRZN Position: Q4 2024 in Review

Paloma Partners sold out of Horizon Technology Finance (HRZN) in Q4 2024, closing a stake of 32,651 shares — an estimated $348K sold.

Paloma Partners first reported a position in HRZN in Q2 2014 and held it in 3 quarters. The position peaked at $518K in Q2 2014. 80 funds tracked by Wall St. Rank hold HRZN as of Q4 2024.

  • Paloma Partners reported no remaining Horizon Technology Finance position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 32,651 Horizon Technology Finance shares in Q4 2024, an estimated $348K.
  • Paloma Partners first reported a position in Horizon Technology Finance in Q2 2014 and held it in 3 quarters.
  • Paloma Partners's Horizon Technology Finance position peaked at $518K in Q2 2014.
  • 80 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.