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Horizon Technology Finance

56 hedge funds and large institutions have $22.2M invested in Horizon Technology Finance in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+10
Holders Change %
+21.74%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
14
Reduced
16
Closed
7
Calls
$6.42M
Puts
$462K
Net Calls
+$5.96M
Net Calls Change
+$4.14M
Name Holding Trade Value Shares
Change
Shares
Change %
Legal & General Group
1
Legal & General Group
United Kingdom
$3.27M +$1.83M +138,792 +127%
GAA
2
Green Alpha Advisors
Colorado
$2.62M -$741K -56,286 -22%
AAM
3
Advisors Asset Management
Colorado
$1.68M -$1.12M -85,091 -40%
Morgan Stanley
4
Morgan Stanley
New York
$1.57M -$1.3M -98,516 -45%
FIM
5
Freedom Investment Management
Connecticut
$1.53M -$72.1K -5,472 -4%
BlackRock
6
BlackRock
New York
$1.51M +$34.9K +2,647 +2%
LPL Financial
7
LPL Financial
California
$1.1M +$399K +30,308 +57%
Two Sigma Investments
8
Two Sigma Investments
New York
$815K +$815K +61,888 New
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$768K -$68.9K -5,232 -8%
ES
10
ETF Store
Kansas
$628K +$61.4K +4,660 +11%
VEA
11
Virtus ETF Advisers
New York
$537K -$225K -17,053 -29%
Osaic Holdings
12
Osaic Holdings
Arizona
$513K -$164K -12,419 -24%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$485K +$11.7K +887 +2%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$384K +$384K +28,936 New
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$375K +$375K +28,461 New
Canada Life
16
Canada Life
Manitoba, Canada
$359K -$49K -3,739 -12%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$317K -$91.4K -6,939 -22%
SCM
18
Sage Capital Management
New Jersey
$316K +$316K +24,000 New
UBS Group
19
UBS Group
Switzerland
$306K +$13.7K +1,043 +5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$270K -$99.5K -7,553 -27%
CFD
21
Creative Financial Designs
Indiana
$255K +$34.6K +2,627 +16%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$226K +$9.16K +696 +4%
APA
23
Astoria Portfolio Advisors
New York
$223K +$223K +16,923 New
Wells Fargo
24
Wells Fargo
California
$219K -$336K -25,507 -61%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$197K +$20.4K +1,546 +12%