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Horizon Technology Finance
HRZN

70 hedge funds and large institutions have $156M invested in Horizon Technology Finance in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more capital invested

Capital invested by funds: $26.3M → $156M (+$130M)

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

46% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $835K

21% more funds holding

Funds holding: 58 → 70 (+12)

0.09% more ownership

Funds ownership: 10.36% → 10.45% (+0.09%)

25% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 24

Holders
70
Holders Change
+12
Holders Change %
+20.69%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
18
Reduced
24
Closed
6
Calls
$1.22M
Puts
$835K
Net Calls
+$384K
Net Calls Change
+$132K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$1.37M
2
Citadel Advisors
Citadel Advisors
Florida
+$981K
3
MCM
McKinley Capital Management
Alaska
+$899K
4
GAA
Green Alpha Advisors
Colorado
+$508K
5
PGWM
Parisi Gray Wealth Management
New Jersey
+$264K

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Advisers
Two Sigma Advisers
New York
-$725K
2
Two Sigma Investments
Two Sigma Investments
New York
-$434K
3
SCM
Shelton Capital Management
Colorado
-$327K
4
QC
Quadrature Capital
United Kingdom
-$323K
5
GL
Graypoint LLC
New York
-$290K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
51
Money Concepts Capital
Florida
$17.4K +$18K +1,500 New
Bank of America
52
Bank of America
North Carolina
$15.9K +$10.3K +860 +170%
US Bancorp
53
US Bancorp
Minnesota
$9.86K – – –
POIA
54
Pin Oak Investment Advisors
Texas
$9K – – –
AWM
55
Avior Wealth Management
Nebraska
$8.12K – – –
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$5.8K -$56.3K -4,700 -90%
ACM
57
Aquatic Capital Management
Illinois
$5K -$39.5K -3,300 -89%
SWM
58
Spire Wealth Management
Virginia
$4K – – –
TRCT
59
Tower Research Capital (TRC)
New York
$3K -$20.7K -1,724 -88%
AF
60
Allworth Financial
California
$2.8K +$72 +6 +3%
CA
61
CoreCap Advisors
Michigan
$2.2K +$2.28K +190 New
RG
62
Retirement Group
California
$2K +$1.57K +131 New
JFGIW
63
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.92K – – –
FGAM
64
Financial Gravity Asset Management
Texas
$1.47K +$144 +12 New
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$1K -$3.85K -321 -68%
GWM
66
Geneos Wealth Management
Colorado
$603 – – –
SIS
67
Sound Income Strategies
Florida
$580 – – –
Fidelity Investments
68
Fidelity Investments
Massachusetts
$12 -$12 -1 -50%
QC
69
Quadrature Capital
United Kingdom
– -$323K -32,268 Closed
GL
70
Graypoint LLC
New York
– -$290K -29,000 Closed
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
– -$20K -2,000 Closed
IA
72
IFP Advisors
Florida
– -$6K -565 Closed
HI
73
Hudock Inc
Pennsylvania
– -$3K -358 Closed
MPWT
74
MassMutual Private Wealth & Trust
Connecticut
– -$1K -114 Closed
VF
75
VitalStone Financial
Texas
– +$24 +2 New
1 2
3
4

HRZN Hedge Fund Activity: Q4 2022 in Review

70 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Horizon Technology Finance (HRZN) for Q4 2022, worth a combined $156M — up 495% from $26.3M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new HRZN positions and 6 closed out — a net gain of 13 holders — while 18 added to existing stakes and 24 trimmed.

The largest buyer was Millennium Management, adding an estimated $1.37M. The largest seller was Two Sigma Advisers, cutting an estimated $725K.

  • 70 institutional investors held Horizon Technology Finance (HRZN) as of Q4 2022, up from 58 in Q3 2022.
  • Funds reported $156M of Horizon Technology Finance stock for Q4 2022, up 495% quarter-over-quarter.
  • 19 funds opened new Horizon Technology Finance positions in Q4 2022 and 6 closed out, a net change of +13 holders.
  • The largest Horizon Technology Finance buyer in Q4 2022 was Millennium Management, an estimated $1.37M added.
  • The largest Horizon Technology Finance seller in Q4 2022 was Two Sigma Advisers, an estimated $725K sold.

Based on aggregated 13F filings for Q4 2022.