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WhiteHorse Finance
WHF

Overview Fund Activity

46 hedge funds and large institutions have $33.5M invested in WhiteHorse Finance in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
13
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LSA
1
Lion Street Advisors
Texas
$948K
2
UBS Group
2
UBS Group
Switzerland
$3.42M
3
CRC
3
Curi RMB Capital
Illinois
$342K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.41M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$233K

Top Sellers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$1.51M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$932K
3
CANY
3
Caxton Associates (New York)
New York
$157K
4
BRWA
4
B. Riley Wealth Advisors
Florida
$160K
5
AAM
5
Advisors Asset Management
Colorado
$2.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
VEA
26
Virtus ETF Advisers
New York
$197K -$95.3K -9,753 -33%
BRWA
27
B. Riley Wealth Advisors
Florida
$160K -$194K -19,808 -55%
CANY
28
Caxton Associates (New York)
New York
$157K -$364K -37,295 -70%
AAS
29
Avantax Advisory Services
Texas
$152K +$152K +15,280 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$148K +$19.2K +1,971 +15%
SFI
31
Susquehanna Fundamental Investments
Pennsylvania
$144K +$21.5K +2,200 +18%
KCM
32
Kennedy Capital Management
Missouri
$142K +$142K +14,551 New
Truist Financial
33
Truist Financial
North Carolina
$136K +$643 +66 +0.5%
AWM
34
AE Wealth Management
Kansas
$126K -$981 -100 -0.8%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$122K -$8.35K -858 -6%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$109K +$60.5K +6,183 +125%
SEI Investments
37
SEI Investments
Pennsylvania
$93K -$114K -12,480 -55%
WAM
38
Wolverine Asset Management
Illinois
$65K +$60.9K +6,278 +1,481%
Canada Life
39
Canada Life
Manitoba, Canada
$63K +$16.4K +1,665 +35%
Wells Fargo
40
Wells Fargo
California
$46K -$54.9K -5,617 -54%
APA
41
American Portfolios Advisors
New York
$32.7K – – –
Citigroup
42
Citigroup
New York
$13K – – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$9K +$9K +950 New
TRCT
44
Tower Research Capital (TRC)
New York
$6K +$6K +656 New
GI
45
Gradient Investments
Minnesota
$3K – – –
ECM
46
ExodusPoint Capital Management
New York
– -$162K -15,733 Closed
SMFS
47
Squar Milner Financial Services
California
– -$113K -11,000 Closed
KFS
48
Kelly Financial Services
Massachusetts
– -$1.16K -112 Closed
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