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WhiteHorse Finance
WHF

Overview Fund Activity

45 hedge funds and large institutions have $37.2M invested in WhiteHorse Finance in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
11
Closed
4
Calls
$243K
Puts
$1K
Net Calls
+$242K
Net Calls Change
+$93K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$785K
2
SIS
2
Sound Income Strategies
Florida
$4.49M
3
BTI
3
Blue Trust Inc
Georgia
$256K
4
RJA
4
Raymond James & Associates
Florida
$1.61M
5
BlackRock
5
BlackRock
New York
$1.61M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$311K
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$633K
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$1.47M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$0
5
UBS Group
5
UBS Group
Switzerland
$3.13M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$228K 17,322 +1,576 +10%
N
27
Natixis
France
$217K 16,663 +16,663 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$205K 15,618 +101 +0.7%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$197K 15,000 +5,000 +50%
BRWA
30
B. Riley Wealth Advisors
Florida
$179K 13,572 -4,794 -26%
DC
31
Davenport & Co
Virginia
$155K 11,800 – –
PIA
32
Powell Investment Advisors
Florida
$149K 11,060 – –
BTWM
33
Baker Tilly Wealth Management
Wisconsin
$145K 11,000 – –
AWM
34
AE Wealth Management
Kansas
$140K 10,641 +158 +2%
VF
35
Virtu Financial
New York
$140K 10,657 +10,657 New
EVC
36
Eidelman Virant Capital
Missouri
$137K 10,000 – –
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$108K 8,271 -2,614 -24%
AIP
38
Ahrens Investment Partners
Louisiana
$63K 4,825 -1,000 -17%
IA
39
IFP Advisors
Florida
$60K 4,182 – –
Wells Fargo
40
Wells Fargo
California
$56K 4,276 +570 +15%
CAL
41
Capital Analysts LLC
Pennsylvania
$37K 2,813 +2,813 New
HI
42
Harbour Investments
Wisconsin
$25K 1,917 +1,917 New
ACM
43
Aquatic Capital Management
Illinois
$16K 1,200 +1,200 New
S
44
SignatureFD
Georgia
$7K 550 +550 New
PA
45
PSI Advisors
Florida
$3K 250 – –
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
– – -17,006 Closed
FAG
47
Fortitude Advisory Group
Washington
– – -2,830 Closed
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
– – -1,400 Closed
Simplex Trading
49
Simplex Trading
Illinois
– – -273 Closed
CFGS
50
Concourse Financial Group Securities
Alabama
– – – –
1
2
3