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Horizon Technology Finance
HRZN

70 hedge funds and large institutions have $156M invested in Horizon Technology Finance in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more capital invested

Capital invested by funds: $26.3M → $156M (+$130M)

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

46% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $835K

21% more funds holding

Funds holding: 58 → 70 (+12)

0.09% more ownership

Funds ownership: 10.36% → 10.45% (+0.09%)

25% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 24

Holders
70
Holders Change
+12
Holders Change %
+20.69%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
18
Reduced
24
Closed
6
Calls
$1.22M
Puts
$835K
Net Calls
+$384K
Net Calls Change
+$132K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$1.37M
2
Citadel Advisors
Citadel Advisors
Florida
+$981K
3
MCM
McKinley Capital Management
Alaska
+$899K
4
GAA
Green Alpha Advisors
Colorado
+$508K
5
PGWM
Parisi Gray Wealth Management
New Jersey
+$264K

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Advisers
Two Sigma Advisers
New York
-$725K
2
Two Sigma Investments
Two Sigma Investments
New York
-$434K
3
SCM
Shelton Capital Management
Colorado
-$327K
4
QC
Quadrature Capital
United Kingdom
-$323K
5
GL
Graypoint LLC
New York
-$290K
Name Holding Trade Value Shares
Change 		Change in
Stake
CI
26
CPR Investments
Michigan
$256K -$83K -6,924 -24%
PGWM
27
Parisi Gray Wealth Management
New Jersey
$255K +$264K +22,000 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$246K +$10.9K +911 +4%
UBS Group
29
UBS Group
Switzerland
$215K +$45.4K +3,786 +26%
BRWA
30
B. Riley Wealth Advisors
Florida
$191K +$2.38K +199 +1%
FAFN
31
First Affirmative Financial Network
Colorado
$188K +$3.71K +310 +2%
NIA
32
NIA Impact Advisors
California
$174K +$180K +14,982 New
Ameriprise
33
Ameriprise
Minnesota
$155K -$124K -10,338 -48%
Wells Fargo
34
Wells Fargo
California
$151K -$137K -11,460 -47%
Brown Advisory
35
Brown Advisory
Maryland
$149K +$154K +12,880 New
BAM
36
Belpointe Asset Management
Nevada
$139K -$91.3K -7,616 -39%
FCA
37
Fortis Capital Advisors
Kansas
$139K +$144K +12,006 New
PI
38
PEAK6 Investments
Illinois
$125K -$159K -13,266 -55%
ACM
39
AlphaStar Capital Management
North Carolina
$118K +$144 +12 +0.1%
WSTAM
40
Wilbanks Smith & Thomas Asset Management
Virginia
$116K – – –
CFD
41
Creative Financial Designs
Indiana
$112K -$4.42K -369 -4%
BWA
42
BDO Wealth Advisors
Florida
$91.5K – – –
QT
43
Quantbot Technologies
New York
$66.1K +$68.3K +5,698 New
ASN
44
Advisory Services Network
Georgia
$65.2K +$67.4K +5,624 New
Simplex Trading
45
Simplex Trading
Illinois
$41K +$42.7K +3,563 New
Group One Trading
46
Group One Trading
Illinois
$36.4K +$37.6K +3,141 New
NA
47
NewEdge Advisors
Louisiana
$32.5K +$33.5K +2,798 New
MSCM
48
McElhenny Sheffield Capital Management
Texas
$23.5K +$24.3K +2,025 New
JP Morgan Chase
49
JP Morgan Chase
New York
$21K +$21.6K +1,800 New
DFCM
50
Dark Forest Capital Management
Puerto Rico
$19.4K +$20.1K +1,675 New
1
2
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HRZN Hedge Fund Activity: Q4 2022 in Review

70 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Horizon Technology Finance (HRZN) for Q4 2022, worth a combined $156M — up 495% from $26.3M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new HRZN positions and 6 closed out — a net gain of 13 holders — while 18 added to existing stakes and 24 trimmed.

The largest buyer was Millennium Management, adding an estimated $1.37M. The largest seller was Two Sigma Advisers, cutting an estimated $725K.

  • 70 institutional investors held Horizon Technology Finance (HRZN) as of Q4 2022, up from 58 in Q3 2022.
  • Funds reported $156M of Horizon Technology Finance stock for Q4 2022, up 495% quarter-over-quarter.
  • 19 funds opened new Horizon Technology Finance positions in Q4 2022 and 6 closed out, a net change of +13 holders.
  • The largest Horizon Technology Finance buyer in Q4 2022 was Millennium Management, an estimated $1.37M added.
  • The largest Horizon Technology Finance seller in Q4 2022 was Two Sigma Advisers, an estimated $725K sold.

Based on aggregated 13F filings for Q4 2022.