WHF icon

WhiteHorse Finance
WHF

Overview Fund Activity

45 hedge funds and large institutions have $45.2M invested in WhiteHorse Finance in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
17
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VEA
1
Virtus ETF Advisers
New York
$4.65M
2
UBS Group
2
UBS Group
Switzerland
$4.41M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$1.13M
4
SEI Investments
4
SEI Investments
Pennsylvania
$375K
5
BlackRock
5
BlackRock
New York
$801K

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$951K
2
OAM
2
Oxford Asset Management
United Kingdom
$0
3
MWNA
3
Marshall Wace North America
New York
$0
4
AM
4
Ares Management
California
$7.19M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
26
Sound Income Strategies
Florida
$228K +$158K +11,346 +227%
AG
27
Advisor Group
Arizona
$222K +$25K +1,795 +13%
EGA
28
Eagle Global Advisors
Texas
$210K +$25.5K +1,830 +14%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$209K -$137K -9,837 -40%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$175K +$175K +12,550 New
BTS
31
BB&T Securities
Virginia
$170K – – –
AWM
32
AE Wealth Management
Kansas
$153K +$153K +11,000 New
WAM
33
Wolverine Asset Management
Illinois
$146K +$62.5K +4,504 +75%
TC
34
Telemus Capital
Michigan
$139K – – –
KPW
35
Kore Private Wealth
New York
$139K – – –
APA
36
American Portfolios Advisors
New York
$122K +$97.5K +7,000 +400%
SMFS
37
Squar Milner Financial Services
California
$108K +$108K +11,000 New
Citigroup
38
Citigroup
New York
$25K – – –
Victory Capital Management
39
Victory Capital Management
Texas
$23K +$23K +1,628 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$18K – – –
1IA
41
1834 Investment Advisors
Wisconsin
$6K +$6K +400 New
QCIG
42
Quad-Cities Investment Group
Iowa
$5K – – –
TRCT
43
Tower Research Capital (TRC)
New York
$2K +$2K +177 New
KFS
44
Kelly Financial Services
Massachusetts
$1.39K +$1.39K +100 New
GT
45
Glenmede Trust
Pennsylvania
$22 +$22 +1,620 New
OAM
46
Oxford Asset Management
United Kingdom
– -$998K -72,601 Closed
MWNA
47
Marshall Wace North America
New York
– -$916K -66,594 Closed
Millennium Management
48
Millennium Management
New York
– -$507K -36,872 Closed
PAM
49
PVG Asset Management
Colorado
– -$178K -13,000 Closed
RA
50
Rational Advisors
New York
– -$179K -13,000 Closed
1
2
3