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Horizon Technology Finance
HRZN

Overview Fund Activity

61 hedge funds and large institutions have $25.4M invested in Horizon Technology Finance in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+5
Holders Change %
+8.93%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
24
Reduced
19
Closed
4
Calls
$3.75M
Puts
$2.05M
Net Calls
+$1.7M
Net Calls Change
-$4.26M

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
+$2.39M
2
GAA
Global Assets Advisory
Florida
+$1.57M
3
LPL Financial
LPL Financial
California
+$642K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$552K
5
DTL
Dynamic Technology Lab
Singapore
+$357K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$462K
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$375K
3
FIM
Freedom Investment Management
Connecticut
-$199K
4
Verition Fund Management
Verition Fund Management
Connecticut
-$154K
5
CFD
Creative Financial Designs
Indiana
-$145K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
26
Mirabella Financial Services
United Kingdom
$209K +$209K +18,384 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$203K -$30.1K -2,651 -13%
WSTAM
28
Wilbanks Smith & Thomas Asset Management
Virginia
$201K +$42.2K +3,710 +27%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$196K +$887 +78 +0.5%
UBS Group
30
UBS Group
Switzerland
$184K -$79.9K -7,031 -30%
KA
31
Kovack Advisors
Florida
$165K +$5.3K +466 +3%
JFG
32
Jefferies Financial Group
New York
$165K +$165K +14,500 New
APA
33
Astoria Portfolio Advisors
New York
$164K -$26K -2,318 -14%
NIA
34
NIA Impact Advisors
California
$153K +$153K +13,447 New
CI
35
CPR Investments
Michigan
$130K -$38.5K -3,387 -23%
Capstone Investment Advisors
36
Capstone Investment Advisors
New York
$124K +$10.2K +900 +9%
SBIA
37
Sheaff Brock Investment Advisors
Indiana
$116K – – –
Citadel Advisors
38
Citadel Advisors
Florida
$106K +$29.1K +2,559 +38%
SPIA
39
Steward Partners Investment Advisory
New York
$95K +$2.42K +213 +3%
CFD
40
Creative Financial Designs
Indiana
$75K -$145K -12,781 -66%
QT
41
Quantbot Technologies
New York
$34.1K -$30.9K -2,716 -48%
TRCT
42
Tower Research Capital (TRC)
New York
$24.7K +$24K +2,108 +3,456%
POIA
43
Pin Oak Investment Advisors
Texas
$22K – – –
Bank of America
44
Bank of America
North Carolina
$16.2K -$57 -5 -0.3%
Simplex Trading
45
Simplex Trading
Illinois
$16K +$16K +1,495 New
AWM
46
Avior Wealth Management
Nebraska
$14.6K – – –
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$5.69K +$2.34K +206 +70%
CAM
48
Creekmur Asset Management
Illinois
$5.37K -$39.2K -3,448 -88%
AF
49
Allworth Financial
California
$3.14K +$80 +7 +3%
CIA
50
Cape Investment Advisory
Georgia
$3.08K -$45.6K -4,007 -94%
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