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Horizon Technology Finance
HRZN

Overview Fund Activity

50 hedge funds and large institutions have $19.7M invested in Horizon Technology Finance in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 15 closing their positions.

Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
21
Reduced
10
Closed
15
Calls
$7.41M
Puts
$952K
Net Calls
+$6.46M
Net Calls Change
+$4.49M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.48M
2
RR
2
Robotti Robert
$393K
3
YIH
3
Y-Intercept (HK)
Hong Kong
$248K
4
PGWM
4
Parisi Gray Wealth Management
New Jersey
$248K
5
GAA
5
Green Alpha Advisors
Colorado
$3.02M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$2.59M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$0
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
Invesco
5
Invesco
Georgia
$168K
Name Market Value Shares Shares
Change 		Shares
Change %
GAA
1
Green Alpha Advisors
Colorado
$3.02M 250,116 +17,287 +7%
AAM
2
Advisors Asset Management
Colorado
$2.59M 214,308 -72,926 -25%
Morgan Stanley
3
Morgan Stanley
New York
$2.48M 204,959 +158,768 +344%
FIM
4
Freedom Investment Management
Connecticut
$1.64M 135,925 -10,226 -7%
BlackRock
5
BlackRock
New York
$1.57M 129,612 -5,176 -4%
LPL Financial
6
LPL Financial
California
$609K 50,408 +14,281 +40%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$569K 46,297 -13,212 -22%
ES
8
ETF Store
Kansas
$506K 39,874 +3,315 +9%
Osaic Holdings
9
Osaic Holdings
Arizona
$454K 37,581 +7,403 +25%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$428K 35,439 +2,353 +7%
Wells Fargo
11
Wells Fargo
California
$426K 35,289 +1,182 +3%
PFO
12
Pathstone Family Office
New Jersey
$393K 32,474 +379 +1%
RR
13
Robotti Robert
$393K 32,500 +32,500 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$391K 32,369 +1,414 +5%
Canada Life
15
Canada Life
Manitoba, Canada
$300K 24,724 +1,039 +4%
VEA
16
Virtus ETF Advisers
New York
$296K 24,468 -8,233 -25%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$272K 22,543 -29 -0.1%
UBS Group
18
UBS Group
Switzerland
$261K 21,604 +6,197 +40%
YIH
19
Y-Intercept (HK)
Hong Kong
$248K 20,551 +20,551 New
PGWM
20
Parisi Gray Wealth Management
New Jersey
$248K 22,000 +22,000 New
CI
21
CPR Investments
Michigan
$241K 19,941 +4,968 +33%
WSTAM
22
Wilbanks Smith & Thomas Asset Management
Virginia
$230K 19,000 +9,000 +90%
CFD
23
Creative Financial Designs
Indiana
$202K 16,700 +3,500 +27%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$198K 16,420 -229 -1%
NIA
25
NIA Impact Advisors
California
$195K 15,907 -342 -2%
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