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Horizon Technology Finance Ownership | Who Owns Horizon Technology Finance?

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Horizon Technology Finance Ownership Summary

Horizon Technology Finance is owned by 3.85% institutional investors, 1.37% insiders, and 94.78% retail investors. Green alpha advisors is the largest institutional shareholder, holding 0.79% of HRZN shares. TrueShares Active Yield ETF is the top mutual fund, with 0.68% of its assets in Horizon Technology Finance shares.

HRZN Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockHorizon Technology Finance3.85%1.37%94.78%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryAsset Management Stocks33.12%8.74%58.14%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Green alpha advisors290.45K0.79%$2.61M
Legal & general group238.75K0.65%$2.15M
Connecticut wealth management210.42K0.63%$2.53M
Truemark investments209.38K0.57%$1.88M
Trexquant investment lp198.45K0.54%$1.78M
Lpl financial153.70K0.46%$1.85M
Blackrock funding, inc. /de160.54K0.44%$1.44M
Ubs group153.57K0.42%$1.38M
Marshall wace, llp143.22K0.39%$1.29M
Blackrock129.74K0.39%$1.56M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Green alpha advisors290.45K2.09%$2.61M
Truemark investments209.38K0.60%$1.88M
Etf store47.47K0.53%$426.77K
Virtus etf advisers124.43K0.46%$1.12M
Connecticut wealth management210.42K0.13%$2.53M
Eqis capital management117.24K0.09%$1.05M
Crew capital management11.06K0.08%$99.40K
Sage capital management13.50K0.06%$121.36K
Jackson thornton asset management36.82K0.04%$331.04K
First financial bank - trust division45.73K0.04%$411.07K

Top Buyers

HolderShares% AssetsChange
Truemark investments209.38K0.60%209.38K
Marshall wace, llp143.22K0.00%143.22K
Ubs group153.57K0.00%139.08K
Trexquant investment lp198.45K0.02%131.50K
Strategic financial concepts87.65K0.02%87.65K

Top Sellers

HolderShares% AssetsChange
Millennium management96.34K0.00%-107.08K
Advisors asset management---69.34K
Deerfield management company, l.p. (series c)---64.71K
International assets investment management---50.05K
Schonfeld strategic advisors18.10K0.00%-44.30K

New Positions

HolderShares% AssetsChangeValue
Truemark investments209.38K0.60%209.38K$1.88M
Marshall wace, llp143.22K0.00%143.22K$1.29M
Jane street group49.69K0.00%49.69K$446.73K
Magnetar financial45.13K0.01%45.13K$405.70K
Jackson thornton asset management36.82K0.04%36.82K$331.04K

Sold Out

HolderChange
Creekmur asset management-1.00
Qube research-31.00
Camelot portfolios-39.00
Financial gravity asset management-67.00
Deutsche bank ag\-106.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202439-41.79%1,409,548-44.84%37.89%25-30.56%5-64.29%
Sep 30, 20246711.67%2,555,53513.02%617.16%3624.14%14-
Jun 30, 202459-9.23%2,217,6115.06%614.20%28-17.65%14-26.32%
Mar 31, 20246510.17%2,110,88025.82%625.51%346.25%1911.76%
Dec 31, 20235920.41%1,677,693-2.08%515.58%323.23%1788.89%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
TrueShares Active Yield ETF272.51K0.68%-1.65K
iShares Listed Private Eq ETF USD Dist173.70K0.43%-
Virtus Private Credit ETF141.54K0.35%-
AXS Green Alpha ETF67.80K0.17%-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ56.02K0.14%1.40K
FondsSecure Systematik20.00K0.06%-
FlexShares® Listed Priv Eq ETF USD Acc11.67K0.03%-
Fidelity Nasdaq Composite Index7.99K0.02%-
Green Alpha Growth & Income Portfolio2.18K0.01%750.00
Undrly L&G Pen PMC Consensus Idx993.000.00%-43.00

Recent Insider Transactions

DateNameRoleActivityValue
Dec 16, 2024Balkin Michael-Buy$170.60K
Nov 25, 2024Michaud Gerald A. PresidentBuy$74.52K
Nov 13, 2024SAVAGE JOSEPH J-Buy$46.75K
Nov 14, 2024SAVAGE JOSEPH J-Buy$41.40K
Aug 05, 2024Goodman Jonathan Joseph-Buy$25.00K

Insider Transactions Trends

DateBuySell
2024 Q44-
2024 Q32-
2024 Q11-
2023 Q3--
2023 Q1--

HRZN Ownership FAQ

Who Owns Horizon Technology Finance?

Horizon Technology Finance shareholders are primarily institutional investors at 3.85%, followed by 1.37% insiders and 94.78% retail investors. The average institutional ownership in Horizon Technology Finance's industry, Asset Management Stocks, is 33.12%, which Horizon Technology Finance falls below.

Who owns the most shares of Horizon Technology Finance?

Horizon Technology Finance’s largest shareholders are Green alpha advisors (290.45K shares, 0.79%), Legal & general group (238.75K shares, 0.65%), and Connecticut wealth management (210.42K shares, 0.63%). Together, they hold 2.07% of Horizon Technology Finance’s total shares outstanding.

Does Blackrock own Horizon Technology Finance?

Yes, BlackRock owns 0.39% of Horizon Technology Finance, totaling 129.74K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 1.56M$. In the last quarter, BlackRock decreased its holdings by -1.03K shares, a -0.79% change.

Who is Horizon Technology Finance’s biggest shareholder by percentage of total assets invested?

Green alpha advisors is Horizon Technology Finance’s biggest shareholder by percentage of total assets invested, with 2.09% of its assets in 290.45K Horizon Technology Finance shares, valued at 2.61M$.

Who is the top mutual fund holder of Horizon Technology Finance shares?

TrueShares Active Yield ETF is the top mutual fund holder of Horizon Technology Finance shares, with 0.68% of its total shares outstanding invested in 272.51K Horizon Technology Finance shares.

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