HRZN icon

Horizon Technology Finance

56 hedge funds and large institutions have $26.9M invested in Horizon Technology Finance in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-5
Holders Change %
-8.2%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
15
Reduced
14
Closed
16
Calls
$4.04M
Puts
$2.03M
Net Calls
+$2.01M
Net Calls Change
+$305K
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$201K -$6.41K -533 -3%
UBS Group
27
UBS Group
Switzerland
$171K -$24.6K -2,045 -13%
CA
28
Clearstead Advisors
Ohio
$169K +$169K +14,000 New
KA
29
Kovack Advisors
Florida
$162K -$13K -1,079 -7%
APA
30
Astoria Portfolio Advisors
New York
$159K -$16.6K -1,378 -9%
NIA
31
NIA Impact Advisors
California
$152K -$10.3K -859 -6%
CI
32
CPR Investments
Michigan
$127K -$10.5K -873 -8%
SBIA
33
Sheaff Brock Investment Advisors
Indiana
$123K
SPIA
34
Steward Partners Investment Advisory
New York
$104K +$3.32K +276 +3%
CFD
35
Creative Financial Designs
Indiana
$79.5K
ACM
36
Aquatic Capital Management
Illinois
$72.2K +$72.2K +6,000 New
IAIM
37
International Assets Investment Management
Florida
$66.2K +$66.2K +5,500 New
POIA
38
Pin Oak Investment Advisors
Texas
$23K
Bank of America
39
Bank of America
North Carolina
$17.2K
HI
40
Harbour Investments
Wisconsin
$5.59K +$5.59K +464 New
AF
41
Allworth Financial
California
$3.48K +$122 +10 +4%
US Bancorp
42
US Bancorp
Minnesota
$2.71K
SFC
43
Strategic Financial Concepts
Texas
$2.5K +$2.5K +30,150 New
CC
44
Cypress Capital
Tennessee
$2.41K +$2.41K +200 New
1IA
45
1620 Investment Advisors
Massachusetts
$1.87K +$1.87K +155 New
SWM
46
Spire Wealth Management
Virginia
$1.2K
PS
47
Principal Securities
Iowa
$999 -$229 -19 -19%
PA
48
Pineridge Advisors
Missouri
$951
SIS
49
Sound Income Strategies
Florida
$602
CP
50
Camelot Portfolios
Ohio
$471 +$471 +39 New