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WhiteHorse Finance
WHF

Overview Fund Activity

52 hedge funds and large institutions have $27.2M invested in WhiteHorse Finance in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-4
Holders Change %
-7.14%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
19
Reduced
18
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
Resource America
New York
$3.72M
2
AM
2
Ares Management
California
$3.97M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$1.51M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$530K
5
Millennium Management
5
Millennium Management
New York
$540K

Top Sellers

1
BI
1
Bulldog Investors
New Jersey
$0
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
UBS Group
3
UBS Group
Switzerland
$2.24M
4
BPCM
4
Beach Point Capital Management
California
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$243K
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
26
SEI Investments
Pennsylvania
$191K -$4.54K -663 -2%
WAM
27
Wolverine Asset Management
Illinois
$167K +$59.4K +8,418 +55%
EGA
28
Eagle Global Advisors
Texas
$142K +$35.3K +5,000 +33%
TRCT
29
Tower Research Capital (TRC)
New York
$115K +$77.6K +10,987 +207%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$113K +$42.5K +6,033 +60%
Jane Street
31
Jane Street
New York
$109K +$109K +15,408 New
TC
32
TownSquare Capital
Utah
$100K +$100K +11,000 New
Truist Financial
33
Truist Financial
North Carolina
$99K +$311 +44 +0.3%
Stifel Financial
34
Stifel Financial
Missouri
$94K +$22.2K +3,100 +31%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$91K -$4.36K -614 -5%
AWM
36
AE Wealth Management
Kansas
$78K -$709 -100 -0.9%
Wells Fargo
37
Wells Fargo
California
$76K -$31.6K -4,473 -29%
GIM
38
Guild Investment Management
California
$71K – – –
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$71K +$71K +10,000 New
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$66K -$340K -47,712 -84%
FPA
41
First Pacific Advisors
California
$66K +$66K +9,361 New
APA
42
American Portfolios Advisors
New York
$50.6K -$11.4K -1,604 -18%
Victory Capital Management
43
Victory Capital Management
Texas
$38K +$38K +5,368 New
Canada Life
44
Canada Life
Manitoba, Canada
$30K +$5.31K +758 +22%
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.9K +$21.9K +3,061 New
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$11K +$11K +1,500 New
Citigroup
47
Citigroup
New York
$7K -$51.1K -7,300 -88%
GI
48
Gradient Investments
Minnesota
$2K +$2K +348 New
KFS
49
Kelly Financial Services
Massachusetts
$755 +$21 +3 +3%
BI
50
Bulldog Investors
New Jersey
– -$1.51M -110,085 Closed
1
2
3