Among active 13F managers last quarter, 26 opened and 9 added, while 6 reduced; the largest holder to move was Bulldog Investors, LLP (new position). Over the last 180 days, 6 insiders bought and none sold, a net +$630K in open-market trades.
Funds lean in and no leg opposes.
79 tracked 13F filers disclose a position in HRZN as of the latest SEC 13F filings, a combined $22.9M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bulldog Investors, LLP | 659K | $3.1M | ▲New +659K sh | Q2 2026 | |
| 2 | Caprock Group, LLC | 454K | $2.2M | ▲New +454K sh | Q2 2026 | |
| 3 | Green Alpha Advisors, LLC | 430K | $2.0M | ▼−27% Reduced · −160K sh | Q2 2026 | |
| 4 | Legal & General Group Plc | 329K | $1.4M | ▲+7.1% Added · +22K sh | Q1 2026 | |
| 5 | Virtus Investment Advisers, LLC | 252K | $1.2M | ▲+75% Added · +108K sh | Q2 2026 | |
| 6 | Blair William & Co | 239K | $1.1M | ▲New +239K sh | Q2 2026 | |
| 7 | Connecticut Wealth Management, LLC | 215K | $1.0M | ▲+0.3% Added · +698 sh | Q2 2026 | |
| 8 | BlackRock, Inc. | 181K | $856K | ▲+0.8% Added · +1K sh | Q2 2026 | |
| 9 | Marshall Wace, LLP | 172K | $723K | ▼−39% Reduced · −111K sh | Q1 2026 | |
| 10 | Two Sigma Investments, LP | 150K | $632K | ▼−71% Reduced · −369K sh | Q1 2026 | |
| 11 | UBS Group AG | 144K | $607K | ▲+261% Added · +104K sh | Q1 2026 | |
| 12 | Arax Advisory Partners | 126K | $597K | ▲New +126K sh | Q2 2026 | |
| 13 | LaFleur & Godfrey LLC | 115K | $542K | ▲New +115K sh | Q2 2026 | |
| 14 | Caz Investments LP | 109K | $514K | ▲New +109K sh | Q2 2026 | |
| 15 | UMB Bank, n.a. | 107K | $508K | ▲New +107K sh | Q2 2026 | |
| 16 | Jackson Thornton Wealth Management, LLC | 91K | $429K | ▲+174% Added · +58K sh | Q2 2026 | |
| 17 | Fiera Capital Corp | 79K | $374K | ▲New +79K sh | Q2 2026 | |
| 18 | Millennium Management LLC | 76K | $320K | ▲+558% Added · +64K sh | Q1 2026 | |
| 19 | IMC-Chicago, LLC | 62K | $260K | ▲New +62K sh | Q1 2026 | |
| 20 | Bank Of America Corp | 61K | $257K | ▼−4.7% Reduced · −3K sh | Q1 2026 | |
| 21 | Pathstone Holdings, LLC | 55K | $263K | ▲+5.6% Added · +3K sh | Q2 2026 | |
| 22 | International Assets Investment Management, LLC | 49K | $233K | ▲+11% Added · +5K sh | Q2 2026 | |
| 23 | Morgan Stanley | 47K | $200K | ▼−38% Reduced · −29K sh | Q1 2026 | |
| 24 | Regal Investment Advisors LLC | 44K | $206K | —Held | Q2 2026 | |
| 25 | Permanent Capital Management, LP | 42K | $203K | ▲New +42K sh | Q2 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, 26 funds opened a new position in HRZN and 9 added to an existing one, while 6 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 40 funds | $14.1B |
| Apple IncAAPL | 40 funds | $12.0B |
| Microsoft CorpMSFT | 40 funds | $9.5B |
| Amazon.com IncAMZN | 40 funds | $7.9B |
| Alphabet Inc-CL AGOOGL | 40 funds | $7.2B |
| Applied Materials IncAMAT | 40 funds | $1.4B |
| Broadcom IncAVGO | 39 funds | $5.3B |
| Micron Technology IncMU | 39 funds | $3.8B |
| Eli Lilly & CoLLY | 39 funds | $2.4B |
| Ge Vernova IncGEV | 39 funds | $2.3B |
| Walmart IncWMT | 39 funds | $2.2B |
| Cisco Systems IncCSCO | 39 funds | $1.1B |
Ranked by how many of HRZN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HRZN.
| 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 |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 18 | 16 | – |
Insiders Form 4 open-market | 6 | 0 | +$630K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for HRZN
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.