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Horizon Technology Finance
HRZN

Overview Fund Activity

50 hedge funds and large institutions have $19.7M invested in Horizon Technology Finance in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
21
Reduced
10
Closed
15
Calls
$7.41M
Puts
$952K
Net Calls
+$6.46M
Net Calls Change
+$4.49M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.48M
2
RR
Robotti Robert
$393K
3
YIH
Y-Intercept (HK)
Hong Kong
$248K
4
PGWM
Parisi Gray Wealth Management
New Jersey
$248K
5
GAA
Green Alpha Advisors
Colorado
$3.02M

Top Sellers

1
AAM
Advisors Asset Management
Colorado
$2.59M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$0
3
Natixis Advisors
Natixis Advisors
Massachusetts
$0
4
Marshall Wace
Marshall Wace
United Kingdom
$0
5
Invesco
Invesco
Georgia
$168K
Name Holding Trade Value Shares
Change 		Shares
Change %
FAFN
26
First Affirmative Financial Network
Colorado
$195K +$2.05K +170 +1%
SSA
27
Schonfeld Strategic Advisors
New York
$169K +$169K +14,000 New
Invesco
28
Invesco
Georgia
$168K -$196K -16,191 -54%
HF
29
HRT Financial
New York
$159K +$159K +13,187 New
BWP
30
BSW Wealth Partners
Colorado
$144K -$314 -26 -0.2%
KA
31
Kovack Advisors
Florida
$133K +$133K +11,003 New
Two Sigma Investments
32
Two Sigma Investments
New York
$127K +$127K +10,527 New
TAM
33
Terrapin Asset Management
Florida
$121K +$121K +10,000 New
QT
34
Quantbot Technologies
New York
$69.8K +$53K +4,385 +314%
BWA
35
BDO Wealth Advisors
Florida
$66.4K – – –
AI
36
AXS Investments
New York
$63.4K – – –
ACM
37
Aquatic Capital Management
Illinois
$54K +$51.6K +4,300 +2,150%
Bank of America
38
Bank of America
North Carolina
$26.9K +$4.31K +357 +19%
POIA
39
Pin Oak Investment Advisors
Texas
$10K – – –
AWM
40
Avior Wealth Management
Nebraska
$8.46K – – –
US Bancorp
41
US Bancorp
Minnesota
$5.44K – – –
AF
42
Allworth Financial
California
$3.08K +$85 +7 +3%
FGAM
43
Financial Gravity Asset Management
Texas
$760 +$760 +12 New
SIS
44
Sound Income Strategies
Florida
$725 +$121 +10 +20%
GWM
45
Geneos Wealth Management
Colorado
$628 – – –
SWM
46
Spire Wealth Management
Virginia
$604 +$604 +50 New
Citigroup
47
Citigroup
New York
$302 +$302 +25 New
Fidelity Investments
48
Fidelity Investments
Massachusetts
$24 +$12 +1 +100%
Two Sigma Advisers
49
Two Sigma Advisers
New York
– -$880K -77,997 Closed
Natixis Advisors
50
Natixis Advisors
Massachusetts
– -$215K -19,073 Closed
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