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Horizon Technology Finance
HRZN

Overview Fund Activity

52 hedge funds and large institutions have $17.3M invested in Horizon Technology Finance in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-18
Holders Change %
-25.71%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
18
Reduced
22
Closed
21
Calls
$2.41M
Puts
$446K
Net Calls
+$1.96M
Net Calls Change
+$1.58M

Top Buyers

1
GAA
Green Alpha Advisors
Colorado
+$449K
2
Wells Fargo
Wells Fargo
California
+$238K
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$193K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$188K
5
AAM
Advisors Asset Management
Colorado
+$160K

Top Sellers

1
SCM
Shelton Capital Management
Colorado
-$4.2M
2
Millennium Management
Millennium Management
New York
-$3.14M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.65M
4
Marshall Wace
Marshall Wace
United Kingdom
-$1.29M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
26
Creative Financial Designs
Indiana
$149K +$40.2K +3,562 +37%
BAM
27
Belpointe Asset Management
Nevada
$142K +$6.32K +560 +5%
FCA
28
Fortis Capital Advisors
Kansas
$135K -$68 -6 -0%
BWP
29
BSW Wealth Partners
Colorado
$135K +$135K +11,928 New
Ameriprise
30
Ameriprise
Minnesota
$122K -$2.64K -234 -2%
AWA
31
Arete Wealth Advisors
Illinois
$117K -$4.33K -383 -4%
WSTAM
32
Wilbanks Smith & Thomas Asset Management
Virginia
$113K – – –
ASN
33
Advisory Services Network
Georgia
$63.9K +$485 +43 +0.8%
BWA
34
BDO Wealth Advisors
Florida
$62K -$27K -2,390 -30%
AI
35
AXS Investments
New York
$59.2K +$59.2K +5,245 New
FIA
36
FNY Investment Advisers
New York
$22K +$22K +2,000 New
Bank of America
37
Bank of America
North Carolina
$21.1K +$5.65K +501 +37%
QT
38
Quantbot Technologies
New York
$15.8K -$48.5K -4,301 -75%
Group One Trading
39
Group One Trading
Illinois
$15.6K -$19.8K -1,755 -56%
POIA
40
Pin Oak Investment Advisors
Texas
$9K – – –
AWM
41
Avior Wealth Management
Nebraska
$7.9K – – –
US Bancorp
42
US Bancorp
Minnesota
$5.08K -$4.51K -400 -47%
AF
43
Allworth Financial
California
$2.8K +$68 +6 +2%
ACM
44
Aquatic Capital Management
Illinois
$2K -$2K -200 -50%
JFGIW
45
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.87K – – –
TRCT
46
Tower Research Capital (TRC)
New York
$1K -$1.88K -150 -65%
GWM
47
Geneos Wealth Management
Colorado
$587 – – –
SIS
48
Sound Income Strategies
Florida
$564 – – –
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$508 -$19.8K -1,755 -98%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$349 +$66 +5,888 +23%
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