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Horizon Technology Finance
HRZN

Overview Fund Activity

61 hedge funds and large institutions have $25.4M invested in Horizon Technology Finance in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+5
Holders Change %
+8.93%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
24
Reduced
19
Closed
4
Calls
$3.75M
Puts
$2.05M
Net Calls
+$1.7M
Net Calls Change
-$4.26M

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
+$2.39M
2
GAA
Global Assets Advisory
Florida
+$1.57M
3
LPL Financial
LPL Financial
California
+$642K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$552K
5
DTL
Dynamic Technology Lab
Singapore
+$357K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$462K
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$375K
3
FIM
Freedom Investment Management
Connecticut
-$199K
4
Verition Fund Management
Verition Fund Management
Connecticut
-$154K
5
CFD
Creative Financial Designs
Indiana
-$145K
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
1
Legal & General Group
United Kingdom
$3.07M +$244K +21,479 +9%
GAA
2
Green Alpha Advisors
Colorado
$2.6M +$341K +29,956 +15%
CWM
3
Connecticut Wealth Management
Connecticut
$2.39M +$2.39M +210,424 New
LPL Financial
4
LPL Financial
California
$1.59M +$642K +56,465 +68%
GAA
5
Global Assets Advisory
Florida
$1.57M +$1.57M +17,669 New
BlackRock
6
BlackRock
New York
$1.49M +$183K +16,107 +14%
AAM
7
Advisors Asset Management
Colorado
$1.44M -$18.9K -1,662 -1%
FIM
8
Freedom Investment Management
Connecticut
$1.12M -$199K -17,516 -15%
Morgan Stanley
9
Morgan Stanley
New York
$896K -$462K -40,622 -34%
Two Sigma Investments
10
Two Sigma Investments
New York
$821K +$118K +10,361 +17%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$682K +$552K +48,543 +425%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$663K – – –
ES
13
ETF Store
Kansas
$555K +$13.2K +1,158 +2%
VEA
14
Virtus ETF Advisers
New York
$547K +$83K +7,296 +18%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$406K -$12.6K -1,112 -3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$389K +$219K +19,298 +129%
Osaic Holdings
17
Osaic Holdings
Arizona
$384K -$58.7K -5,160 -13%
Canada Life
18
Canada Life
Manitoba, Canada
$367K +$54.6K +4,795 +17%
DTL
19
Dynamic Technology Lab
Singapore
$357K +$357K +31,428 New
Pathstone Holdings
20
Pathstone Holdings
New Jersey
$342K +$8.49K +736 +3%
SCM
21
Sage Capital Management
New Jersey
$284K +$11.4K +1,000 +4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$258K -$16K -1,404 -6%
VF
23
Virtu Financial
New York
$257K +$257K +22,612 New
Wells Fargo
24
Wells Fargo
California
$250K +$60.5K +5,320 +32%
PP
25
Paloma Partners
Connecticut
$209K +$209K +18,384 New
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