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WhiteHorse Finance
WHF

Overview Fund Activity

56 hedge funds and large institutions have $57.5M invested in WhiteHorse Finance in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+11
Holders Change %
+24.44%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
24
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$2.14M
2
Two Sigma Investments
Two Sigma Investments
New York
+$1.55M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$1.38M
4
BI
Bulldog Investors
New Jersey
+$1.03M
5
BPCM
Beach Point Capital Management
California
+$988K

Top Sellers

1
AM
Ares Management
California
-$867K
2
VEA
Virtus ETF Advisers
New York
-$174K
3
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$131K
4
AAM
Advisors Asset Management
Colorado
-$113K
5
AR
Advisory Research
Illinois
-$110K
Name Holding Trade Value Shares
Change 		Shares
Change %
CANY
26
Caxton Associates (New York)
New York
$435K +$435K +31,733 New
SIS
27
Sound Income Strategies
Florida
$426K +$202K +14,725 +90%
SEI Investments
28
SEI Investments
Pennsylvania
$373K +$21.5K +1,646 +6%
Millennium Management
29
Millennium Management
New York
$358K +$358K +26,164 New
Squarepoint
30
Squarepoint
New York
$345K +$345K +25,166 New
Citadel Advisors
31
Citadel Advisors
Florida
$331K +$331K +24,161 New
AC
32
Almitas Capital
California
$249K +$249K +18,165 New
MWNA
33
Marshall Wace North America
New York
$243K +$243K +17,706 New
AG
34
Advisor Group
Arizona
$242K +$23.4K +1,707 +11%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$210K +$4.16K +303 +2%
Wells Fargo
36
Wells Fargo
California
$209K -$56.8K -4,144 -21%
MAFM
37
Mid Atlantic Financial Management
Pennsylvania
$208K -$131K -9,577 -39%
WAM
38
Wolverine Asset Management
Illinois
$208K +$64.6K +4,735 +45%
EGA
39
Eagle Global Advisors
Texas
$207K – – –
Truist Financial
40
Truist Financial
North Carolina
$191K +$191K +13,955 New
Connor, Clark & Lunn Investment Management (CC&L)
41
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$188K +$188K +13,700 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$184K +$12K +872 +7%
AWM
43
AE Wealth Management
Kansas
$152K +$1.37K +100 +0.9%
LI
44
Leap Investments
Illinois
$150K +$150K +10,977 New
KPW
45
Kore Private Wealth
New York
$138K – – –
Stifel Financial
46
Stifel Financial
Missouri
$138K +$138K +10,019 New
TC
47
Telemus Capital
Michigan
$137K – – –
GIM
48
Guild Investment Management
California
$137K +$137K +10,000 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$137K +$137K +10,024 New
APA
50
American Portfolios Advisors
New York
$120K – – –
1
2
3