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Horizon Technology Finance
HRZN

Overview Fund Activity

52 hedge funds and large institutions have $17.3M invested in Horizon Technology Finance in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-18
Holders Change %
-25.71%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
18
Reduced
22
Closed
21
Calls
$2.41M
Puts
$446K
Net Calls
+$1.96M
Net Calls Change
+$1.58M

Top Buyers

1
GAA
Green Alpha Advisors
Colorado
+$449K
2
Wells Fargo
Wells Fargo
California
+$238K
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$193K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$188K
5
AAM
Advisors Asset Management
Colorado
+$160K

Top Sellers

1
SCM
Shelton Capital Management
Colorado
-$4.2M
2
Millennium Management
Millennium Management
New York
-$3.14M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.65M
4
Marshall Wace
Marshall Wace
United Kingdom
-$1.29M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$3.24M +$160K +14,170 +5%
GAA
2
Green Alpha Advisors
Colorado
$2.63M +$449K +39,789 +21%
FIM
3
Freedom Investment Management
Connecticut
$1.65M -$217K -19,231 -12%
BlackRock
4
BlackRock
New York
$1.52M -$120K -10,656 -7%
Two Sigma Advisers
5
Two Sigma Advisers
New York
$880K -$1.1M -97,900 -56%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$671K +$193K +17,114 +40%
Morgan Stanley
7
Morgan Stanley
New York
$521K +$744 +66 +0.1%
ES
8
ETF Store
Kansas
$436K +$53.8K +4,509 +14%
LPL Financial
9
LPL Financial
California
$408K +$149K +13,226 +58%
Wells Fargo
10
Wells Fargo
California
$385K +$238K +21,103 +162%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$373K -$27.3K -2,425 -7%
VEA
12
Virtus ETF Advisers
New York
$369K +$43.5K +3,854 +13%
PFO
13
Pathstone Family Office
New Jersey
$363K -$360K -31,857 -50%
Osaic Holdings
14
Osaic Holdings
Arizona
$340K +$18.4K +1,628 +6%
Invesco
15
Invesco
Georgia
$339K -$140K -12,433 -29%
Canada Life
16
Canada Life
Manitoba, Canada
$267K +$8.71K +773 +3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$255K +$15.3K +1,358 +6%
Natixis Advisors
18
Natixis Advisors
Massachusetts
$215K -$414K -36,748 -66%
Marshall Wace
19
Marshall Wace
United Kingdom
$206K -$1.29M -114,123 -86%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$188K +$188K +16,649 New
NIA
21
NIA Impact Advisors
California
$183K +$14.3K +1,267 +8%
FAFN
22
First Affirmative Financial Network
Colorado
$180K -$2.64K -234 -1%
BRWA
23
B. Riley Wealth Advisors
Florida
$174K -$11.5K -1,014 -6%
UBS Group
24
UBS Group
Switzerland
$174K -$35.1K -3,110 -17%
CI
25
CPR Investments
Michigan
$169K -$79.6K -7,054 -32%
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