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WhiteHorse Finance
WHF

Overview Fund Activity

48 hedge funds and large institutions have $38.4M invested in WhiteHorse Finance in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
26
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$986K
2
SIS
2
Sound Income Strategies
Florida
$2.44M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$1.85M
4
DCM
4
Dimension Capital Management
Florida
$513K
5
Bank of America
5
Bank of America
North Carolina
$486K

Top Sellers

1
AM
1
Ares Management
California
$6.57M
2
CRC
2
Curi RMB Capital
Illinois
$0
3
California Public Employees Retirement System
3
California Public Employees Retirement System
California
$0
4
Axa
4
Axa
France
$255K
5
GCM
5
Gables Capital Management
Florida
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
26
B. Riley Wealth Advisors
Florida
$311K +$24.1K +1,610 +8%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$277K +$22.7K +1,526 +9%
Citadel Advisors
28
Citadel Advisors
Florida
$264K -$189K -12,669 -42%
Axa
29
Axa
France
$255K -$443K -29,700 -63%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$253K +$29.8K +2,000 +13%
Morgan Stanley
31
Morgan Stanley
New York
$251K -$49.4K -3,320 -16%
CA
32
Cetera Advisors
Colorado
$228K +$2.9K +195 +1%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$226K +$35.7K +2,403 +19%
Stifel Financial
34
Stifel Financial
Missouri
$224K +$62.7K +4,200 +39%
Truist Financial
35
Truist Financial
North Carolina
$211K +$909 +61 +0.4%
BTWM
36
Baker Tilly Wealth Management
Wisconsin
$164K – – –
PIA
37
Powell Investment Advisors
Florida
$159K – – –
Canada Life
38
Canada Life
Manitoba, Canada
$74K +$5.92K +398 +9%
IA
39
IFP Advisors
Florida
$63K -$89 -6 -0.1%
AWA
40
Arkadios Wealth Advisors
Georgia
$55K +$439 +30 +0.8%
Wells Fargo
41
Wells Fargo
California
$44K +$3.28K +224 +8%
WAM
42
Wolverine Asset Management
Illinois
$41K +$41K +2,772 New
HI
43
Harbour Investments
Wisconsin
$26K +$585 +39 +2%
Citigroup
44
Citigroup
New York
$19K – – –
TRCT
45
Tower Research Capital (TRC)
New York
$13K +$7.98K +538 +159%
GI
46
Gradient Investments
Minnesota
$5K – – –
APA
47
American Portfolios Advisors
New York
$2.16K – – –
CRC
48
Curi RMB Capital
Illinois
– -$529K -34,900 Closed
California Public Employees Retirement System
49
California Public Employees Retirement System
California
– -$495K -32,600 Closed
AWM
50
AE Wealth Management
Kansas
– -$190K -12,500 Closed
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2
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