Horizon Technology Finance
HRZN
40 hedge funds and large institutions have $22.5M invested in Horizon Technology Finance in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
21% more funds holding
Funds holding: 33 → 40 (+7)
6% more capital invested
Capital invested by funds: $21.3M → $22.5M (+$1.18M)
0.1% more ownership
Funds ownership: 17.29% → 17.4% (+0.1%)
36% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$1.07M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$260K |
| 3 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$166K |
| 4 |
SCM
Shelton Capital Management
Denver,
Colorado
|
+$144K |
| 5 |
Two Sigma Investments
New York
|
+$61.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$436K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$265K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$248K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$194K |
| 5 |
WFI
West Family Investments
Carlsbad,
California
|
-$175K |
HRZN Hedge Fund Activity: Q4 2017 in Review
40 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Horizon Technology Finance (HRZN) for Q4 2017, worth a combined $22.5M — up 5.5% from $21.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new HRZN positions and 3 closed out — a net gain of 7 holders — while 9 added to existing stakes and 14 trimmed.
The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $1.07M. The largest seller was Advisors Asset Management, cutting an estimated $436K.
- 40 institutional investors held Horizon Technology Finance (HRZN) as of Q4 2017, up from 33 in Q3 2017.
- Funds reported $22.5M of Horizon Technology Finance stock for Q4 2017, up 5.5% quarter-over-quarter.
- 10 funds opened new Horizon Technology Finance positions in Q4 2017 and 3 closed out, a net change of +7 holders.
- The largest Horizon Technology Finance buyer in Q4 2017 was Hillsdale Investment Management, an estimated $1.07M added.
- The largest Horizon Technology Finance seller in Q4 2017 was Advisors Asset Management, an estimated $436K sold.
Based on aggregated 13F filings for Q4 2017.