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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 6.33% institutional investors, 1.26% insiders, and 92.41% retail investors. Green alpha advisors is the largest institutional shareholder, holding 1.21% of HRZN shares. TrueShares Active Yield ETF is the top mutual fund, with 1.35% of its assets in Horizon Technology Finance shares.

HRZN Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockHorizon Technology Finance6.33%1.26%92.41%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryAsset Management Stocks51.84%9.46%38.70%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Green alpha advisors500.03K1.21%$3.05M
Legal & general group238.75K0.65%$2.15M
Blackrock funding, inc. /de233.02K0.57%$1.68M
Connecticut wealth management211.36K0.51%$1.52M
Lpl financial153.70K0.46%$1.85M
Virtus investment advisers177.77K0.43%$1.28M
Ubs group153.57K0.42%$1.38M
Blackrock129.74K0.39%$1.56M
Two sigma investments, lp103.27K0.28%$928.42K
Eqis capital management106.85K0.26%$769.32K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Green alpha advisors500.03K2.94%$3.05M
Etf store47.47K0.53%$426.77K
Virtus investment advisers177.77K0.43%$1.28M
Oxford asset management llp39.60K0.10%$285.14K
Connecticut wealth management211.36K0.07%$1.52M
Eqis capital management106.85K0.06%$769.32K
First financial bank - trust division45.73K0.02%$278.92K
Jackson thornton asset management34.58K0.02%$211.97K
Nova wealth management3.72K0.02%$22.70K
Two sigma securities10.63K0.01%$76.55K

Top Buyers

HolderShares% AssetsChange
Ubs group153.57K0.00%139.08K
Green alpha advisors500.03K2.94%112.30K
Blackrock funding, inc. /de233.02K-59.31K
Oxford asset management llp39.60K0.10%39.60K
Aqr capital management36.82K0.00%36.82K

Top Sellers

HolderShares% AssetsChange
Truemark investments---272.51K
Trexquant investment lp---197.54K
Virtus etf advisers---124.43K
Millennium management---96.34K
Strategic financial concepts---87.65K

New Positions

HolderShares% AssetsChangeValue
Oxford asset management llp39.60K0.10%39.60K$285.14K
Aqr capital management36.82K0.00%36.82K$331.04K
D. e. shaw24.45K0.00%24.45K$219.78K
Wolverine trading18.91K0.00%18.91K$168.15K
Two sigma securities10.63K0.01%10.63K$76.55K

Sold Out

HolderChange
Creekmur asset management-1.00
Fmr-3.00
Ifp advisors-8.00
Parallel advisors-10.00
Qube research-31.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 202564-3.03%2,608,795-18.45%610.01%343.03%15-11.76%
Mar 31, 202566-18.52%3,198,301-7.10%78.97%34-30.61%16-5.88%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
TrueShares Active Yield ETF543.12K1.35%-4.09K
iShares Listed Private Eq ETF USD Dist231.31K0.54%-
Virtus Private Credit ETF177.77K0.42%-
AXS Green Alpha ETF171.05K0.40%-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ78.20K0.19%10.45K
FID DC L&G Diversified Fund72.29K0.18%72.29K
FondsSecure Systematik20.00K0.06%-
FlexShares® Listed Priv Eq ETF USD Acc13.64K0.03%-
Fidelity Nasdaq Composite Index7.99K0.02%-
Green Alpha Growth & Income Portfolio2.18K0.01%-

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 6.33%, followed by 1.26% insiders and 92.41% retail investors. The average institutional ownership in Horizon Technology Finance's industry, Asset Management Stocks, is 51.84%, 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 (500.03K shares, 1.21%), Legal & general group (238.75K shares, 0.65%), and Blackrock funding, inc. /de (233.02K shares, 0.57%). Together, they hold 2.43% 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 2.94% of its assets in 500.03K Horizon Technology Finance shares, valued at 3.05M$.

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 1.35% of its total shares outstanding invested in 543.12K Horizon Technology Finance shares.

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