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Horizon Technology Finance
HRZN

Overview Fund Activity

47 hedge funds and large institutions have $37.3M invested in Horizon Technology Finance in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-4
Holders Change %
-7.84%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
25
Reduced
10
Closed
6
Calls
$3.49M
Puts
$310K
Net Calls
+$3.18M
Net Calls Change
+$1.83M

Top Buyers

1
AAM
Advisors Asset Management
Colorado
+$606K
2
SCM
Shelton Capital Management
Colorado
+$407K
3
Invesco
Invesco
Georgia
+$327K
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$189K
5
FIM
Freedom Investment Management
Connecticut
+$130K

Top Sellers

1
TAF
Tredje AP-fonden
Sweden
-$7.67M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$650K
3
LSV Asset Management
LSV Asset Management
Illinois
-$359K
4
Ameriprise
Ameriprise
Minnesota
-$312K
5
Two Sigma Investments
Two Sigma Investments
New York
-$222K
Name Holding Trade Value Shares
Change 		Shares
Change %
TAF
1
Tredje AP-fonden
Sweden
$6.57M -$7.67M -70,000 -54%
SCM
2
Shelton Capital Management
Colorado
$5.29M +$407K +25,000 +8%
AAM
3
Advisors Asset Management
Colorado
$3.78M +$606K +37,293 +19%
FIM
4
Freedom Investment Management
Connecticut
$2.88M +$130K +7,992 +5%
Two Sigma Advisers
5
Two Sigma Advisers
New York
$2.54M -$650K -40,000 -20%
Two Sigma Investments
6
Two Sigma Investments
New York
$2.09M -$222K -13,633 -10%
BlackRock
7
BlackRock
New York
$2.02M +$124K +7,629 +7%
GAA
8
Green Alpha Advisors
Colorado
$1.83M +$56.4K +3,466 +3%
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$1.4M +$189K +11,638 +16%
LSV Asset Management
10
LSV Asset Management
Illinois
$908K -$359K -22,097 -28%
Invesco
11
Invesco
Georgia
$869K +$327K +20,107 +60%
Wells Fargo
12
Wells Fargo
California
$675K +$32.8K +2,016 +5%
Morgan Stanley
13
Morgan Stanley
New York
$596K +$19.6K +1,206 +3%
Natixis Advisors
14
Natixis Advisors
Massachusetts
$557K +$102K +6,253 +22%
VEA
15
Virtus ETF Advisers
New York
$508K -$25.7K -1,580 -5%
GWM
16
Gitterman Wealth Management
New Jersey
$489K +$59.3K +3,647 +14%
PFO
17
Pathstone Family Office
New Jersey
$436K +$26.4K +1,620 +6%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$372K +$42K +2,581 +13%
PGWM
19
Parisi Gray Wealth Management
New Jersey
$359K – – –
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$327K +$65.5K +4,037 +25%
UBS Group
21
UBS Group
Switzerland
$275K -$127K -7,807 -32%
LPL Financial
22
LPL Financial
California
$275K +$14.5K +893 +6%
Ameriprise
23
Ameriprise
Minnesota
$268K -$312K -19,189 -54%
Osaic Holdings
24
Osaic Holdings
Arizona
$257K -$78K -4,792 -23%
BAS
25
Brown Advisory Securities
Maryland
$254K – – –
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