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Horizon Technology Finance
HRZN

Overview Fund Activity

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
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

1
AWA
Arete Wealth Advisors
Illinois
$124M
2
Millennium Management
Millennium Management
New York
$3.14M
3
Citadel Advisors
Citadel Advisors
Florida
$1.65M
4
MCM
McKinley Capital Management
Alaska
$871K
5
GAA
Green Alpha Advisors
Colorado
$2.24M

Top Sellers

1
Two Sigma Advisers
Two Sigma Advisers
New York
$2.04M
2
Two Sigma Investments
Two Sigma Investments
New York
$600K
3
QC
Quadrature Capital
United Kingdom
$0
4
SCM
Shelton Capital Management
Colorado
$4.2M
5
GL
Graypoint LLC
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
26
CPR Investments
Michigan
$256K -$80.3K -6,924 -24%
PGWM
27
Parisi Gray Wealth Management
New Jersey
$255K +$255K +22,000 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$246K +$10.6K +911 +4%
UBS Group
29
UBS Group
Switzerland
$215K +$43.9K +3,786 +26%
BRWA
30
B. Riley Wealth Advisors
Florida
$191K +$2.32K +199 +1%
FAFN
31
First Affirmative Financial Network
Colorado
$188K +$3.6K +310 +2%
NIA
32
NIA Impact Advisors
California
$174K +$174K +14,982 New
Ameriprise
33
Ameriprise
Minnesota
$155K -$145K -10,338 -48%
Wells Fargo
34
Wells Fargo
California
$151K -$133K -11,460 -47%
Brown Advisory
35
Brown Advisory
Maryland
$149K +$149K +12,880 New
BAM
36
Belpointe Asset Management
Nevada
$139K -$88.3K -7,616 -39%
FCA
37
Fortis Capital Advisors
Kansas
$139K +$139K +12,006 New
PI
38
PEAK6 Investments
Illinois
$125K -$154K -13,266 -55%
ACM
39
AlphaStar Capital Management
North Carolina
$118K +$139 +12 +0.1%
WSTAM
40
Wilbanks Smith & Thomas Asset Management
Virginia
$116K – – –
CFD
41
Creative Financial Designs
Indiana
$112K -$4.28K -369 -4%
BWA
42
BDO Wealth Advisors
Florida
$91.5K – – –
QT
43
Quantbot Technologies
New York
$66.1K +$66.1K +5,698 New
ASN
44
Advisory Services Network
Georgia
$65.2K +$65.2K +5,624 New
Simplex Trading
45
Simplex Trading
Illinois
$41K +$41K +3,563 New
Group One Trading
46
Group One Trading
Illinois
$36.4K +$36.4K +3,141 New
NA
47
NewEdge Advisors
Louisiana
$32.5K +$32.5K +2,798 New
MSCM
48
McElhenny Sheffield Capital Management
Texas
$23.5K +$23.5K +2,025 New
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$21K +$21K +1,800 New
DFCM
50
Dark Forest Capital Management
Puerto Rico
$19.4K +$19.4K +1,675 New
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