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WhiteHorse Finance
WHF

Overview Fund Activity

48 hedge funds and large institutions have $47.6M invested in WhiteHorse Finance in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 10 closing their positions.

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
17
Reduced
10
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$10.7M
2
SIS
2
Sound Income Strategies
Florida
$3.74M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$2.2M
4
RJA
4
Raymond James & Associates
Florida
$1.41M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$341K

Top Sellers

1
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$0
2
MC
2
Muzinich & Co
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$4.32M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$247K
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$257K +$257K +16,606 New
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$253K – – –
VF
28
Virtu Financial
New York
$248K +$248K +16,014 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$247K -$483K -31,233 -66%
AAS
30
Avantax Advisory Services
Texas
$244K +$25.8K +1,666 +12%
DC
31
Davenport & Co
Virginia
$183K – – –
PIA
32
Powell Investment Advisors
Florida
$179K +$10.7K +660 +6%
BTWM
33
Baker Tilly Wealth Management
Wisconsin
$171K – – –
EVC
34
Eidelman Virant Capital
Missouri
$156K +$156K +10,000 New
BFEC
35
Benjamin F. Edwards & Company
Missouri
$155K +$155K +10,000 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$154K +$16K +1,028 +12%
FAG
37
Fortitude Advisory Group
Washington
$111K +$111K +7,168 New
AIP
38
Ahrens Investment Partners
Louisiana
$90K +$90K +5,825 New
Canada Life
39
Canada Life
Manitoba, Canada
$81K -$1.19K -77 -1%
CAL
40
Capital Analysts LLC
Pennsylvania
$70K +$1.84K +118 +3%
IA
41
IFP Advisors
Florida
$66K – – –
Wells Fargo
42
Wells Fargo
California
$58K +$15.7K +1,000 +37%
CA
43
Cornerstone Advisory
Maryland
$30K +$30K +1,976 New
HI
44
Harbour Investments
Wisconsin
$28K +$871 +57 +3%
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$21.7K – – –
ACM
46
Aquatic Capital Management
Illinois
$12K +$12K +800 New
PA
47
PSI Advisors
Florida
$4K – – –
OF
48
Outfitter Financial
Maine
$2K +$2K +150 New
MC
49
Muzinich & Co
New York
– -$852K -56,063 Closed
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
– -$853K -56,063 Closed
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2
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