Who Owns Horizon Technology Finance Stock?
NASDAQ: HRZNFinanceFinance: Consumer ServicesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 12.46%
- Held by insiders
- 0.30%
- Institutional holders
- 118
- Institutions 12.5%
- Insiders 0.3%
- Public and other 87.2%
Who owns Horizon Technology Finance stock?
Institutional investors own about 12.5% of Horizon Technology Finance's shares, spread across 118 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.30% of HRZN.
The largest institutional holders are Morgan Stanley (1.57%), Bulldog Investors, LLP (0.98%) and Marshall Wace LLP (0.88%). Together, the top 10 institutions control 6.9% of shares outstanding. In their latest filings, 8 of the top 10 institutions increased their HRZN positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of HRZN
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Morgan Stanley | 1.06M | 1.57% | +2125.3% |
| Bulldog Investors, LLP | 658.62K | 0.98% | +100.0% |
| Marshall Wace LLP | 592.25K | 0.88% | +244.8% |
| Caprock Group, LLC | 454.44K | 0.68% | +100.0% |
| Green Alpha Advisors, LLC | 386.78K | 0.58% | -10.0% |
| Legal & General Group PLC | 386.21K | 0.58% | +17.5% |
| Eagle Point Credit Management, LLC | 366.19K | 0.55% | 0.0% |
| Virtus Investment Advisers, LLC | 252.46K | 0.38% | +75.3% |
| BLAIR WILLIAM & CO/IL | 239.07K | 0.36% | +100.0% |
| Bank of America Corporation | 225.73K | 0.34% | +270.3% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of HRZN
| Fund | Shares | % Held |
|---|---|---|
| Special Opportunities Fund, Inc. | 350.44K | 0.52% |
| High Income Securities Fund | 308.18K | 0.46% |
| ETFis Series Trust I-Virtus Private Credit Strategy ETF | 252.46K | 0.38% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | 7.99K | 0.01% |
| EP Private Capital Fund I | 7.18K | 0.01% |
| Eagle Point Defensive Income Trust | 3.20K | 0.00% |
| Eagle Point Enhanced Income Trust | 1.77K | 0.00% |
| Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St | 5 | 0.00% |
Frequently asked questions
Who is the largest shareholder of Horizon Technology Finance?
Morgan Stanley is the largest institutional shareholder of HRZN, owning 1.57% of shares outstanding (1.06M shares) as of its latest 13F filing.
What percentage of Horizon Technology Finance is owned by institutions?
Institutions own about 12.5% of HRZN shares and 12.5% of the public float.
How much of Horizon Technology Finance do insiders own?
Insiders, such as officers and directors, own about 0.30% of HRZN shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.