Horizon Technology Finance CHRZN
13F holders, Q1 2024 (March 31)60holders
1famous investor
$11.37avg. 13F price*
At the end of Q1 2024, 60 institutions reported holding Horizon Technology Finance C (HRZN) in their 13F filings. The largest holders were Legal & General Group Plc ($3.1M), Green Alpha Advisors, LLC ($2.6M) and Connecticut Wealth Management, LLC ($2.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Horizon Technology Finance C
- CUSIP
- 44045A102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.6M |
| Exits | 5 | $694K |
Ownership 60 holders
| Legal & General Group Plc | 0.00% | Add +8.7% | 269,908 | $3.1M |
| Green Alpha Advisors, LLC | 1.89% | Add +15.1% | 228,943 | $2.6M |
| Connecticut Wealth Management, LLC | 0.13% | New | 210,424 | $2.4M |
| LPL Financial LLC | 0.00% | Add +67.9% | 139,666 | $1.6M |
| BlackRock Inc. | 0.00% | Add +14.1% | 130,766 | $1.5M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -1.3% | 126,277 | $1.4M |
| Freedom Investment Management, Inc. | 0.09% | Reduce -15.1% | 98,690 | $1.1M |
| Morgan Stanley | 0.00% | Add +31.9% | 78,760 | $896K |
| Two Sigma Investments, LP | 0.00% | Add +16.7% | 72,249 | $821K |
| Susquehanna International Group, LLP | 0.00% | Add +425.4% | 59,953 | $682K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 58,328 | $663K |
| ETF Store, Inc. | 0.32% | Add +2.4% | 48,806 | $555K |
| Virtus Advisers, LLC | 0.29% | Add +17.9% | 48,078 | $547K |
| Royal Bank of Canada | 0.00% | Reduce -3.0% | 35,707 | $406K |
| Cetera Investment Advisers | 0.00% | Add +129.1% | 34,246 | $389K |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.3% | 33,772 | $384K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +17.5% | 32,204 | $367K |
| Dynamic Technology Lab Private Ltd | 0.04% | New | 31,428 | $357K |
| Pathstone Holdings, LLC | 0.00% | Add +2.5% | 29,672 | $342K |
| Sage Capital Management, LLC | 0.15% | Add +4.2% | 25,000 | $284K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.8% | 22,663 | $258K |
| Virtu Financial LLC | 0.02% | New | 22,612 | $257K |
| Wells Fargo & Company | 0.00% | Add +32.0% | 21,964 | $250K |
| Paloma Partners Management Co | 0.04% | New | 18,384 | $209K |
| Mirabella Financial Services LLP | 0.02% | New | 18,384 | $209K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.9% | 17,817 | $203K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | Add +26.5% | 17,710 | $201K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.5% | 17,245 | $196K |
| UBS Group AG | 0.00% | Reduce -30.2% | 16,223 | $184K |
| Kovack Advisors, Inc. | 0.02% | Add +3.3% | 14,540 | $165K |
| Jefferies Financial Group Inc. | 0.00% | New | 14,500 | $165K |
| Astoria Portfolio Advisors LLC. | 0.06% | Reduce -13.7% | 14,605 | $164K |
| Nia Impact Advisors, LLC | 0.06% | — | 13,447 | $153K |
| CPR Investments Inc. | 0.10% | Reduce -22.9% | 11,432 | $130K |
| Capstone Investment Advisors, LLC | 0.00% | Add +9.0% | 10,900 | $124K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | No change | 10,205 | $116K |
| Citadel Advisors | 0.00% | Add +38.0% | 9,286 | $106K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.6% | 8,355 | $95K |
| Creative Financial Designs Inc. | 0.01% | Reduce -66.0% | 6,600 | $75K |
| Quantbot Technologies LP | 0.00% | Reduce -47.5% | 2,996 | $34K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +3455.7% | 2,169 | $25K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 1,903 | $22K |
| Global Assets Advisory, LLC | 0.01% | New | 1,565 | $18K |
| Bank of America Corp. | 0.00% | Reduce -0.3% | 1,427 | $16K |
| Simplex Trading, LLC | 0.00% | New | 1,495 | $16K |
| Avior Wealth Management, LLC | 0.00% | No change | 1,287 | $15K |
| JPMorgan Chase & Co. | 0.00% | Add +70.1% | 500 | $6K |
| Creekmur Asset Management LLC | 0.00% | Reduce -88.0% | 472 | $5K |
| Allworth Financial LP | 0.00% | Add +2.6% | 276 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -93.7% | 271 | $3K |
| US Bancorp \de | 0.00% | Reduce -50.0% | 225 | $3K |
| Principal Securities, Inc. | 0.00% | Reduce -15.0% | 102 | $1K |
| Spire Wealth Management | 0.00% | Add +100.0% | 100 | $1K |
| Pineridge Advisors LLC | 0.00% | No change | 79 | $898 |
| Sound Income Strategies, LLC | 0.00% | No change | 50 | $569 |
| Qube Research & Technologies Ltd | 0.00% | Reduce -76.3% | 31 | $352 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +233.3% | 10 | $114 |
| FMR LLC | 0.00% | No change | 2 | $23 |
| Hantz Financial Services, Inc. | 0.00% | No change | 2 | $0 |
| VitalStone Financial, LLC | 0.00% | No change | 2 | $0 |
"% of holder's portfolio" is HRZN's weight in each manager's 13F, not the share of Horizon Technology Finance C the manager owns.