Horizon Technology Finance
HRZN
48 hedge funds and large institutions have $26.7M invested in Horizon Technology Finance in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
36% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 14
9% more funds holding
Funds holding: 44 → 48 (+4)
23% less capital invested
Capital invested by funds: $34.7M → $26.7M (-$8.01M)
71% less call options, than puts
Call options by funds: $95K | Put options by funds: $329K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.71M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$1.01M |
| 3 |
Two Sigma Investments
New York
|
+$577K |
| 4 |
AIM
Allen Investment Management
New York
|
+$465K |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$457K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
-$4.09M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$3.8M |
| 3 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$925K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$281K |
| 5 |
WFI
West Family Investments
Carlsbad,
California
|
-$274K |
HRZN Hedge Fund Activity: Q1 2014 in Review
48 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Horizon Technology Finance (HRZN) for Q1 2014, worth a combined $26.7M — down 23% from $34.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HRZN positions and 4 closed out — a net gain of 4 holders — while 19 added to existing stakes and 14 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $1.71M. The largest seller was Yorktown Management & Research Company, exiting entirely with an estimated $4.09M sold.
- 48 institutional investors held Horizon Technology Finance (HRZN) as of Q1 2014, up from 44 in Q4 2013.
- Funds reported $26.7M of Horizon Technology Finance stock for Q1 2014, down 23% quarter-over-quarter.
- 8 funds opened new Horizon Technology Finance positions in Q1 2014 and 4 closed out, a net change of +4 holders.
- The largest Horizon Technology Finance buyer in Q1 2014 was Advisors Asset Management, an estimated $1.71M added.
- The largest Horizon Technology Finance seller in Q1 2014 was Yorktown Management & Research Company, an estimated $4.09M sold.
Based on aggregated 13F filings for Q1 2014.