Horizon Technology Finance
HRZN
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.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
83% more call options, than puts
Call options by funds: $3.75M | Put options by funds: $2.05M
26% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 19
14% more capital invested
Capital invested by funds: $22.2M → $25.4M (+$3.13M)
9% more funds holding
Funds holding: 56 → 61 (+5)
1.25% more ownership
Funds ownership: 5.07% → 6.32% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$2.66M |
| 2 |
LPL Financial
San Diego,
California
|
+$713K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$613K |
| 4 |
DTL
Dynamic Technology Lab
Singapore
|
+$397K |
| 5 |
GAA
Green Alpha Advisors
Niwot,
Colorado
|
+$378K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$513K |
| 2 |
D.E. Shaw & Co
New York
|
-$375K |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$221K |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$161K |
| 5 |
Verition Fund Management
Greenwich,
Connecticut
|
-$154K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
US Bancorp
Minneapolis,
Minnesota
| $2.56K | -$2.84K | -225 | -50% |
|
|
PS
52
Principal Securities
Des Moines,
Iowa
| $1.16K | -$227 | -18 | -15% |
|
|
SWM
53
Spire Wealth Management
Mclean,
Virginia
| $1.14K | +$631 | +50 | +100% |
|
|
PA
54
Pineridge Advisors
St. Charles,
Missouri
| $898 | – | – | – |
|
|
FGAM
55
Financial Gravity Asset Management
Lakeway,
Texas
| $761 | -$37.4K | -2,964 | -98% |
|
|
SIS
56
Sound Income Strategies
Ft Lauderdale,
Florida
| $569 | – | – | – |
|
57
Qube Research & Technologies (QRT)
London,
United Kingdom
| $352 | -$1.26K | -100 | -76% |
|
58
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $114 | +$88 | +7 | +233% |
|
59
Fidelity Investments
Boston,
Massachusetts
| $23 | – | – | – |
|
|
60
D.E. Shaw & Co
New York
| – | -$375K | -28,461 | Closed |
|
|
61
Verition Fund Management
Greenwich,
Connecticut
| – | -$154K | -11,700 | Closed |
|
|
PGWM
62
Parisi Gray Wealth Management
Mendham,
New Jersey
| – | -$132K | -10,000 | Closed |
|
|
ASN
63
Advisory Services Network
Atlanta,
Georgia
| – | -$119 | -9 | Closed |
|
HRZN Hedge Fund Activity: Q1 2024 in Review
61 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Horizon Technology Finance (HRZN) for Q1 2024, worth a combined $25.4M — up 14% from $22.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new HRZN positions and 4 closed out — a net gain of 5 holders — while 24 added to existing stakes and 19 trimmed.
The largest buyer was Connecticut Wealth Management, opening a new position worth an estimated $2.66M. The largest seller was Morgan Stanley, cutting an estimated $513K.
- 61 institutional investors held Horizon Technology Finance (HRZN) as of Q1 2024, up from 56 in Q4 2023.
- Funds reported $25.4M of Horizon Technology Finance stock for Q1 2024, up 14% quarter-over-quarter.
- 9 funds opened new Horizon Technology Finance positions in Q1 2024 and 4 closed out, a net change of +5 holders.
- The largest Horizon Technology Finance buyer in Q1 2024 was Connecticut Wealth Management, an estimated $2.66M added.
- The largest Horizon Technology Finance seller in Q1 2024 was Morgan Stanley, an estimated $513K sold.
Based on aggregated 13F filings for Q1 2024.