HRZN icon

Horizon Technology Finance
HRZN

Overview Fund Activity

51 hedge funds and large institutions have $44.8M invested in Horizon Technology Finance in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
–
Holders Change %
0%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
13
Closed
9
Calls
$3.3M
Puts
$1.96M
Net Calls
+$1.35M
Net Calls Change
+$988K

Top Buyers

1
GAA
Green Alpha Advisors
Colorado
+$976K
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$688K
3
AAM
Advisors Asset Management
Colorado
+$475K
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$451K
5
PFO
Pathstone Family Office
New Jersey
+$435K

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
-$500K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$381K
3
Two Sigma Investments
Two Sigma Investments
New York
-$242K
4
APP
Avantax Planning Partners
Iowa
-$145K
5
FIA
FNY Investment Advisers
New York
-$134K
Name Holding Trade Value Shares
Change 		Shares
Change %
HWAM
26
Hennion & Walsh Asset Management
New Jersey
$249K -$1.74K -101 -0.7%
RJA
27
Raymond James & Associates
Florida
$244K -$6.4K -370 -3%
Axa
28
Axa
France
$218K +$218K +12,600 New
VAM
29
Verity Asset Management
North Carolina
$217K +$18.9K +1,094 +10%
SBIA
30
Sheaff Brock Investment Advisors
Indiana
$199K – – –
NIA
31
NIA Impact Advisors
California
$184K +$2.9K +168 +2%
CFD
32
Creative Financial Designs
Indiana
$143K +$2.06K +119 +1%
Canada Life
33
Canada Life
Manitoba, Canada
$108K +$5.9K +342 +6%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$90K +$15.8K +913 +21%
ASN
35
Advisory Services Network
Georgia
$90K +$90K +5,227 New
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$55K +$8.92K +520 +19%
BWA
37
BDO Wealth Advisors
Florida
$41K – – –
CWC
38
Carolinas Wealth Consulting
North Carolina
$40K +$718 +42 +2%
APA
39
American Portfolios Advisors
New York
$36.6K – – –
CG
40
Cutler Group
California
$25K -$23.2K -1,347 -48%
GWM
41
Geneos Wealth Management
Colorado
$25K – – –
NFSG
42
Newbridge Financial Services Group
Florida
$21K +$21K +1,200 New
US Bancorp
43
US Bancorp
Minnesota
$15K +$15K +850 New
Credit Agricole
44
Credit Agricole
France
$10K – – –
Bank of America
45
Bank of America
North Carolina
$9K +$8.98K +500 +50,000%
HI
46
Harbour Investments
Wisconsin
$7K +$101 +6 +1%
TRCT
47
Tower Research Capital (TRC)
New York
$3K +$3K +192 New
SIS
48
Sound Income Strategies
Florida
$1K – – –
SIAP
49
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K +$1K +80 New
California Public Employees Retirement System
50
California Public Employees Retirement System
California
– -$500K -34,800 Closed
1
2
3