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Horizon Technology Finance
HRZN

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

99% more call options, than puts

Call options by funds: $4.04M | Put options by funds: $2.03M

6% more capital invested

Capital invested by funds: $25.4M → $26.9M (+$1.49M)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.35% less ownership

Funds ownership: 6.32% → 5.97% (-0.35%)

8% less funds holding

Funds holding: 61 → 56 (-5)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

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

Top Buyers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
+$1.27M
2
HF
HRT Financial
New York
+$711K
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$578K
4
FFBTD
First Financial Bank - Trust Division
Ohio
+$507K
5
VEA
Virtus ETF Advisers
New York
+$454K

Top Sellers

Rank Fund Capital Flow
1
GAA
Global Assets Advisory
Florida
-$1.56M
2
AAM
Advisors Asset Management
Colorado
-$585K
3
DTL
Dynamic Technology Lab
Singapore
-$357K
4
VF
Virtu Financial
New York
-$257K
5
PP
Paloma Partners
Connecticut
-$209K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$201K -$6.21K -533 -3%
UBS Group
27
UBS Group
Switzerland
$171K -$23.8K -2,045 -13%
CA
28
Clearstead Advisors
Ohio
$169K +$163K +14,000 New
KA
29
Kovack Advisors
Florida
$162K -$12.6K -1,079 -7%
APA
30
Astoria Portfolio Advisors
New York
$159K -$16.1K -1,378 -9%
NIA
31
NIA Impact Advisors
California
$152K -$10K -859 -6%
CI
32
CPR Investments
Michigan
$127K -$10.2K -873 -8%
SBIA
33
Sheaff Brock Investment Advisors
Indiana
$123K – – –
SPIA
34
Steward Partners Investment Advisory
New York
$104K +$3.21K +276 +3%
CFD
35
Creative Financial Designs
Indiana
$79.5K – – –
ACM
36
Aquatic Capital Management
Illinois
$72.2K +$69.9K +6,000 New
IAIM
37
International Assets Investment Management
Florida
$66.2K +$64.1K +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 +$5.41K +464 New
AF
41
Allworth Financial
California
$3.48K +$116 +10 +4%
US Bancorp
42
US Bancorp
Minnesota
$2.71K – – –
SFC
43
Strategic Financial Concepts
Texas
$2.5K +$351K +30,150 New
CC
44
Cypress Capital
Tennessee
$2.41K +$2.33K +200 New
1IA
45
1620 Investment Advisors
Massachusetts
$1.87K +$1.81K +155 New
SWM
46
Spire Wealth Management
Virginia
$1.2K – – –
PS
47
Principal Securities
Iowa
$999 -$221 -19 -19%
PA
48
Pineridge Advisors
Missouri
$951 – – –
SIS
49
Sound Income Strategies
Florida
$602 – – –
CP
50
Camelot Portfolios
Ohio
$471 +$454 +39 New
1
2
3

HRZN Hedge Fund Activity: Q2 2024 in Review

56 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Horizon Technology Finance (HRZN) for Q2 2024, worth a combined $26.9M — up 5.9% from $25.4M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of HRZN and 12 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 15 added.

The largest buyer was Two Sigma Investments, adding an estimated $1.27M. The largest seller was Global Assets Advisory, exiting entirely with an estimated $1.56M sold.

  • 56 institutional investors held Horizon Technology Finance (HRZN) as of Q2 2024, down from 61 in Q1 2024.
  • Funds reported $26.9M of Horizon Technology Finance stock for Q2 2024, up 5.9% quarter-over-quarter.
  • 12 funds opened new Horizon Technology Finance positions in Q2 2024 and 16 closed out, a net change of -4 holders.
  • The largest Horizon Technology Finance buyer in Q2 2024 was Two Sigma Investments, an estimated $1.27M added.
  • The largest Horizon Technology Finance seller in Q2 2024 was Global Assets Advisory, an estimated $1.56M sold.

Based on aggregated 13F filings for Q2 2024.