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WhiteHorse Finance
WHF

Overview Fund Activity

47 hedge funds and large institutions have $36.3M invested in WhiteHorse Finance in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$4.06M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$718K
3
TI
3
Tidal Investments
Wisconsin
$327K
4
SIS
4
Sound Income Strategies
Florida
$2.79M
5
BlackRock
5
BlackRock
New York
$1.7M

Top Sellers

1
AM
1
Ares Management
California
$4.49M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$1.28M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$1.29M
4
QC
4
Quadrature Capital
United Kingdom
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
26
B. Riley Wealth Advisors
Florida
$282K -$35.7K -2,339 -11%
Morgan Stanley
27
Morgan Stanley
New York
$266K +$9.39K +617 +4%
Axa
28
Axa
France
$260K – – –
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$253K – – –
CA
30
Cetera Advisors
Colorado
$245K +$12.2K +805 +5%
AAS
31
Avantax Advisory Services
Texas
$213K +$213K +14,075 New
DC
32
Davenport & Co
Virginia
$180K +$180K +11,800 New
BTWM
33
Baker Tilly Wealth Management
Wisconsin
$167K – – –
PIA
34
Powell Investment Advisors
Florida
$162K – – –
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$135K -$149K -9,759 -52%
Canada Life
36
Canada Life
Manitoba, Canada
$81K +$5.01K +328 +7%
CAL
37
Capital Analysts LLC
Pennsylvania
$67K +$67K +4,374 New
IA
38
IFP Advisors
Florida
$64K – – –
AWA
39
Arkadios Wealth Advisors
Georgia
$57K +$466 +31 +0.8%
Wells Fargo
40
Wells Fargo
California
$42K -$4.64K -299 -10%
WAM
41
Wolverine Asset Management
Illinois
$29K -$12.9K -855 -31%
HI
42
Harbour Investments
Wisconsin
$27K +$624 +41 +2%
APA
43
American Portfolios Advisors
New York
$22K +$19.8K +1,300 +897%
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$21.3K +$21.3K +1,400 New
CFA
45
Cahill Financial Advisors
Minnesota
$9K +$9K +583 New
PA
46
PSI Advisors
Florida
$4K +$4K +250 New
LFG
47
Larson Financial Group
Missouri
$4K +$4K +252 New
QC
48
Quadrature Capital
United Kingdom
– -$387K -26,091 Closed
Marshall Wace
49
Marshall Wace
United Kingdom
– -$315K -21,132 Closed
EGA
50
Eagle Global Advisors
Texas
– -$313K -21,033 Closed
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2
3