55 tracked 13F filers disclose a position in HRZN as of the latest SEC 13F filings, a combined $11.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Caprock Group, LLC | $2.2M | 454K | ▲New +454K sh | Q2 2026 | |
| 2 | Legal & General Group Plc | $1.4M | 329K | ▲+7.1% Added · +22K sh | Q1 2026 | |
| 3 | Connecticut Wealth Management, LLC | $1.0M | 215K | ▲+0.3% Added · +698 sh | Q2 2026 | |
| 4 | BlackRock, Inc. | $756K | 179K | ▼−38% Reduced · −108K sh | Q1 2026 | |
| 5 | MARSHALL WACE, LLP | $723K | 172K | ▼−39% Reduced · −111K sh | Q1 2026 | |
| 6 | TWO SIGMA INVESTMENTS, LP | $632K | 150K | ▼−71% Reduced · −369K sh | Q1 2026 | |
| 7 | UBS Group AG | $607K | 144K | ▲+261% Added · +104K sh | Q1 2026 | |
| 8 | LaFleur & Godfrey LLC | $542K | 115K | ▲New +115K sh | Q2 2026 | |
| 9 | MILLENNIUM MANAGEMENT LLC | $320K | 76K | ▲+558% Added · +64K sh | Q1 2026 | |
| 10 | IMC-Chicago, LLC | $260K | 62K | ▲New +62K sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $257K | 61K | ▼−4.7% Reduced · −3K sh | Q1 2026 | |
| 12 | Pathstone Holdings, LLC | $221K | 52K | ▲+4.3% Added · +2K sh | Q1 2026 | |
| 13 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $233K | 49K | ▲+11% Added · +5K sh | Q2 2026 | |
| 14 | MORGAN STANLEY | $200K | 47K | ▼−38% Reduced · −29K sh | Q1 2026 | |
| 15 | Regal Investment Advisors LLC | $183K | 44K | ▼−11% Reduced · −6K sh | Q1 2026 | |
| 16 | AQR CAPITAL MANAGEMENT LLC | $139K | 33K | ▼−3.4% Reduced · −1K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $129K | 31K | ▼−7.7% Reduced · −3K sh | Q1 2026 | |
| 18 | Freestone Capital Holdings, LLC | $141K | 30K | ▲New +30K sh | Q2 2026 | |
| 19 | WELLS FARGO & COMPANY/MN | $117K | 28K | ▼−7.7% Reduced · −2K sh | Q1 2026 | |
| 20 | OXFORD ASSET MANAGEMENT LLP | $116K | 27K | ▲+34% Added · +7K sh | Q1 2026 | |
| 21 | LPL Financial LLC | $110K | 26K | ▼−30% Reduced · −11K sh | Q1 2026 | |
| 22 | Forum Financial Management, LP | $117K | 25K | ▲New +25K sh | Q2 2026 | |
| 23 | Private Advisor Group, LLC | $110K | 23K | ▲New +23K sh | Q2 2026 | |
| 24 | ROYAL BANK OF CANADA | $86K | 20K | ▲+0.6% Added · +121 sh | Q1 2026 | |
| 25 | Cetera Investment Advisers | $84K | 20K | ▼−6.9% Reduced · −1K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 13 funds opened a new position in HRZN and 7 added to an existing one, while 5 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 20 funds | $4.8B |
| BROADCOM INCAVGO | 20 funds | $2.1B |
| ELI LILLY & COLLY | 20 funds | $1.6B |
| TESLA INCTSLA | 20 funds | $1.5B |
| VISA INC-CLASS A SHARESV | 20 funds | $1.1B |
| MICRON TECHNOLOGY INCMU | 20 funds | $954.6M |
| COSTCO WHOLESALE CORPCOST | 20 funds | $888.1M |
| EXXON MOBIL CORPXOM | 20 funds | $733.7M |
| NETFLIX INCNFLX | 20 funds | $704.9M |
| PALANTIR TECHNOLOGIES INC-APLTR | 20 funds | $667.8M |
| CISCO SYSTEMS INCCSCO | 20 funds | $667.6M |
| MASTERCARD INC - AMA | 20 funds | $609.9M |
Ranked by how many of HRZN's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 10, 2026 | Trolio Daniel R. | Executive VP and CFO | Buy (P) | 12K | $50K |
| Jun 9, 2026 | Balkin Michael | Chief Executive Officer, Director | Buy (P) | 100K | $434K |
| Jun 9, 2026 | Goodman Jonathan Joseph | Director | Buy (P) | 6K | $26K |
| Jun 9, 2026 | Seitz Paul G | Chief Investment Officer | Buy (P) | 11K | $50K |
| Jun 9, 2026 | O'Connor Kimberley Ann | Director | Buy (P) | 10K | $44K |
| Jun 9, 2026 | ALLISON THOMAS J. | Director | Buy (P) | 6K | $26K |
| Dec 16, 2024 | Balkin Michael | Director | Buy (P) | 20K | $171K |
| Nov 25, 2024 | Michaud Gerald A. | President, Director | Buy (P) | 8K | $74K |
| Nov 14, 2024 | SAVAGE JOSEPH J | Director | Buy (P) | 5K | $41K |
| Nov 13, 2024 | SAVAGE JOSEPH J | Director | Buy (P) | 5K | $47K |
| Aug 5, 2024 | Balkin Michael | Director | Buy (P) | 10K | $106K |
| Aug 5, 2024 | Goodman Jonathan Joseph | Director | Buy (P) | 2K | $25K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HRZN/capital-change-brief"
Use Arkolith's capital_change_brief for HRZN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HRZN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.