Horizon Technology Finance CHRZN

13F holders, Q4 2024 (December 31)
81holders +15
23new positions
13sold out
4famous investors
$8.99avg. 13F price*

At the end of Q4 2024, 81 institutions reported holding Horizon Technology Finance C (HRZN) in their 13F filings, up 15 from Q3 2024. 23 opened new positions and 13 sold out. The largest holders were Green Alpha Advisors, LLC ($2.6M), Legal & General Group Plc ($2.1M) and Connecticut Wealth Management, LLC ($1.9M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Horizon Technology Finance C
CUSIP
44045A102
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 60Q1 2024Q2 2024: 56Q2 2024Q3 2024: 66Q3 2024Q4 2024: 81Q4 2024Q1 2025: 66Q1 2025Q2 2025: 61Q2 2025Q3 2025: 63Q3 2025Q4 2025: 66Q4 2025Q1 2026: 55Q1 2026Q2 2026: 107Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions23$6.6M
Exits13$2.7M

All 13F filers, Q3 2024 → Q4 2024: 1,346,479 shares bought and 503,402 shares sold, net +843,077 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 81 holders

Green Alpha Advisors, LLC 2.09% Add +28.1% 290,447 $2.6M
Legal & General Group Plc 0.00% Reduce -3.1% 238,747 $2.1M
Connecticut Wealth Management, LLC 0.09% No change 210,424 $1.9M
TrueMark Investments, LLC 0.60% New 209,378 $1.9M
Trexquant Investment LP 0.02% Add +196.4% 198,451 $1.8M
LPL Financial LLC 0.00% Add +9.7% 176,871 $1.6M
BlackRock, Inc. 0.00% Add +25.5% 160,538 $1.4M
UBS Group AG 0.00% Add +959.9% 153,568 $1.4M
Marshall Wace, LLP 0.00% New 143,219 $1.3M
Virtus Advisers, LLC 0.46% Add +66.0% 124,433 $1.1M
Freedom Investment Management, Inc. 0.09% Add +14.8% 117,244 $1.1M
Two Sigma Investments, LP 0.00% Reduce -26.9% 103,273 $928K
Millennium Management 0.00% Reduce -52.6% 96,342 $866K
Citadel Advisors 0.00% Add +783.0% 79,797 $717K
Morgan Stanley 0.00% Add +29.4% 78,214 $703K
Susquehanna International Group, LLP 0.00% Add +81.6% 63,986 $575K
Osaic Holdings, Inc. 0.00% Add +40.8% 55,347 $498K
Cetera Investment Advisers 0.00% Add +0.2% 52,405 $471K
Two Sigma Advisers, LP 0.00% Add +44.6% 49,897 $449K
Jane Street Group, LLC 0.00% New 49,692 $447K
ETF Store, Inc. 0.53% Reduce -10.1% 47,471 $427K
First Financial Bank - Trust Division 0.04% Add +5.0% 45,725 $411K
Magnetar Financial LLC 0.01% New 45,128 $406K
Jackson Thornton Wealth Management, LLC 0.04% New 36,823 $331K
AQR Capital Management 0.00% New 36,823 $331K
Virtu Financial LLC 0.02% New 31,729 $285K
Aquatic Capital Management LLC 0.01% New 29,523 $265K
CANADA LIFE ASSURANCE Co 0.00% Reduce -4.2% 29,403 $263K
Envestnet Asset Management Inc. 0.00% Add +32.2% 26,344 $237K
D. E. Shaw & Co. 0.00% New 24,447 $220K
Pathstone Holdings, LLC 0.00% Reduce -25.0% 23,601 $213K
Balyasny Asset Management L.P. 0.00% New 19,189 $173K
Wolverine Trading, LLC 0.00% New 18,914 $168K
HRT Financial LP 0.00% Add +16.0% 18,139 $163K
Schonfeld Strategic Advisors LLC 0.00% Reduce -71.0% 18,100 $163K
Royal Bank of Canada 0.00% Reduce -27.1% 17,073 $153K
Y-Intercept (Hong Kong) Ltd 0.01% New 16,498 $148K
First Affirmative Financial Network 0.08% New 16,130 $145K
Brevan Howard Capital Management LP 0.00% Add +15.1% 16,093 $145K
Wells Fargo & Company 0.00% Reduce -43.3% 15,973 $144K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -13.1% 15,018 $135K
Aigen Investment Management, LP 0.02% New 14,812 $133K
Prime Capital Investment Advisors, LLC 0.00% New 14,600 $131K
Raymond James Financial Inc. 0.00% — 13,831 $124K
Sage Capital Management, LLC 0.06% Reduce -46.0% 13,500 $121K
Quantbot Technologies LP 0.00% Add +43.0% 13,290 $119K
Northern Trust Corp. 0.00% Reduce -9.1% 12,963 $117K
Adell Harriman & Carpenter Inc. 0.01% No change 12,000 $108K
Mutual Advisors, LLC 0.00% New 11,522 $106K
Kovack Advisors, Inc. 0.01% Reduce -3.1% 11,699 $105K
Nia Impact Advisors, LLC 0.03% Reduce -11.2% 11,460 $103K
Crew Capital Management, Ltd 0.08% New 11,057 $99K
Sheaff Brock Investment Advisors, LLC 0.01% No change 10,205 $92K
Simplex Trading, LLC 0.00% Reduce -15.8% 3,365 $30K
Nova Wealth Management, Inc. 0.02% — 3,100 $28K
Farther Finance Advisors, LLC 0.00% No change 2,315 $21K
Citigroup Inc. 0.00% Add +37.5% 2,133 $19K
ORG Partners LLC 0.00% New 2,120 $19K
Tower Research Capital LLC (TRC) 0.00% Reduce -76.5% 1,526 $14K
Bank of America Corp. 0.00% Reduce -39.1% 1,477 $13K
Pin Oak Investment Advisors Inc. 0.01% No change 800 $9K
Jones Financial Companies LLLP 0.00% New 843 $8K
Allworth Financial LP 0.00% Add +4.8% 306 $3K
US Bancorp \de 0.00% No change 225 $2K
Group One Trading LLC 0.00% New 168 $2K
Caitong International Asset Management Co., Ltd 0.00% — 167 $2K
Parvin Asset Management, LLC 0.00% — 100 $899
Innovative Advisory Group, LLC 0.00% — 100 $899
Comerica Bank 0.00% Add +96.1% 100 $899
Spire Wealth Management 0.00% No change 100 $899
Aventura Private Wealth, LLC 0.00% — 92 $827
Principal Securities, Inc. 0.00% No change 83 $746
Pineridge Advisors LLC 0.00% No change 79 $710
Sound Income Strategies, LLC 0.00% No change 50 $450
Hexagon Capital Partners LLC 0.00% New 21 $189
Parallel Advisors, LLC 0.00% New 10 $90
IFP Advisors, Inc 0.00% New 8 $72
FMR LLC 0.00% Add +50.0% 3 $27
Danske Bank A/S 0.00% Reduce -40.0% 3 $27
Hantz Financial Services, Inc. 0.00% No change 2 $0
Cwm, LLC 0.00% No change 25 $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.