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Disclosery

HRZN HORIZON TECHNOLOGY FIN CORP

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COM (common), issuer CIK 1487428

67 managers (68 13F filers) reported a position in HRZN shares at 2025-03-31, 3,199,051 shares in all. 10 filers opened a position and 25 filers sold out during the quarter.

Managers
67
13F filers
68
New
10
Added
23
Reduced
18
Sold out
25
Shares held by filers
3,199,051

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding503,444$4.74M+350,274Timeline
Green Alpha Advisors, LLC358,742$3.38M3.61%+68,29513F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC272,512$2.57M0.67%+63,13413F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc267,551$2.52M<0.01%+28,80413F-HRTimelineGroup
Connecticut Wealth Management, LLC210,748$1.99M0.1%+32413F-HRTimeline
Trexquant Investment LP197,539$1.86M0.02%-91213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.173,714$1.64M<0.01%+13,17613F-HRTimelineGroup
Virtus Investment Advisers, LLCgroup of 2 filers holding141,542$1.33M+17,109Timeline
MORGAN STANLEYin group MORGAN STANLEY116,452$1.1M<0.01%+38,23813F-HRTimelineGroup
Freedom Investment Management, Inc.110,619$1.04M0.09%-6,62513F-HRTimeline
LPL Financial LLC88,796$836K<0.01%-88,07513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC71,119$670K<0.01%-8,67813F-HRTimelineGroup
Cetera Investment Advisers63,008$594K<0.01%+10,60313F-HRTimeline
ETF Store, Inc.55,348$521K0.64%+7,87713F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION45,725$431K0.04%013F-HRTimeline
UBS Group AGin group UBS Group AG45,262$426K<0.01%-108,30613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.44,953$423K<0.01%-10,39413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN37,392$352K<0.01%+21,41913F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management37,236$351K<0.01%+18,04713F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co36,071$340K<0.01%+6,66813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC36,089$340K<0.01%-73413F-HRTimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC36,089$303K0.04%-73413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC24,964$235K<0.01%-1,38013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC24,341$230K<0.01%+74013F-HRTimelineGroup
WOLVERINE TRADING, LLC20,293$191K0.01%+1,37913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19,314$182K<0.01%+2,24113F-HR/ATimelineGroup
Verition Fund Management LLC18,823$177K<0.01%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC15,080$142K0.01%-16,64913F-HRTimelineGroup
Cambridge Investment Research Advisors,…14,716$139K<0.01%-30213F-HRTimeline
Prime Capital Investment Advisors, LLC14,638$138K<0.01%+3813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,937$131K<0.01%+10613F-HRTimelineGroup
ADELL HARRIMAN & CARPENTER INC12,000$113K0.01%013F-HRTimeline
Crew Capital Management, Ltd10,671$101K0.08%-38613F-HRTimeline
Sheaff Brock Investment Advisors, LLC10,205$96.1K0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,084$95.1K<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC10,056$88K<0.01%-1,46613F-HRTimeline
Quantbot Technologies LP4,325$40.7K<0.01%-8,96513F-HRTimeline
N.E.W. Advisory Services LLC3,800$35.8K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.3,722$35.1K0.03%+62213F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC2,429$22.9K<0.01%+29613F-HRTimelineGroup
Farther Finance Advisors, LLC2,315$21.9K<0.01%013F-HRTimeline
ORG Partners LLC2,120$20.1K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,453$13.7K<0.01%new13F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC1,233$11.6K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,177$11.1K<0.01%-30013F-HRTimelineGroup
Flaharty Asset Management, LLC1,075$10.1K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,000$9.42K<0.01%new13F-HRTimelineGroup
GROUP ONE TRADING LLC968$9.12K<0.01%+80013F-HRTimeline
COMERICA BANK873$8.22K<0.01%+77313F-HRTimeline
SIMPLEX TRADING, LLC887$8K<0.01%-2,47813F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC800$8K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC700$6.59K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\225$2.12K<0.01%013F-HRTimelineGroup
Hexagon Capital Partners LLC201$1.89K<0.01%+18013F-HRTimeline
Caitong International Asset Management …115$1.08K<0.01%-5213F-HRTimeline
MAI Capital Management110$1.04K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management100$942<0.01%013F-HRTimelineGroup
Innovative Advisory Group, LLC100$942<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC83$746<0.01%013F-HRTimelineGroup
Pineridge Advisors LLC79$744<0.01%013F-HRTimeline
Sound Income Strategies, LLC50$471<0.01%013F-HRTimeline
Parallel Advisors, LLC10$94<0.01%013F-HRTimeline
DANSKE BANK A/S1$9<0.01%-213F-HRTimeline
Creekmur Asset Management LLC0$4<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CWM, LLCin group CWM, LLC25$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
HANTZ FINANCIAL SERVICES, INC.2$00%013F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.