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WhiteHorse Finance
WHF

Overview Fund Activity

63 hedge funds and large institutions have $38.4M invested in WhiteHorse Finance in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
+15
Holders Change %
+31.25%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
19
Reduced
15
Closed
5
Calls
$658K
Puts
$185K
Net Calls
+$473K
Net Calls Change
+$177K

Top Buyers

1
SIS
1
Sound Income Strategies
Florida
$7.8M
2
Millennium Management
2
Millennium Management
New York
$2.16M
3
BCM
3
Basso Capital Management
Connecticut
$1.59M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$649K
5
Jane Street
5
Jane Street
New York
$600K

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
LPL Financial
2
LPL Financial
California
$253K
3
RJA
3
Raymond James & Associates
Florida
$1.42M
4
AAM
4
Advisors Asset Management
Colorado
$3.72M
5
AIP
5
Ahrens Investment Partners
Louisiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFS
26
Capital Financial Services
New York
$301K 23,100 -75 -0.3%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$291K 22,328 -799 -3%
ECM
28
ExodusPoint Capital Management
New York
$281K 21,528 +21,528 New
Canada Life
29
Canada Life
Manitoba, Canada
$256K 19,522 -434 -2%
LPL Financial
30
LPL Financial
California
$253K 19,403 -38,981 -67%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$235K 18,000 – –
AAS
32
Avantax Advisory Services
Texas
$226K 17,337 +8 +0%
N
33
Natixis
France
$224K 17,168 +505 +3%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$208K 15,989 -758 -5%
JF
35
Jump Financial
Illinois
$198K 15,200 +15,200 New
Connor, Clark & Lunn Investment Management (CC&L)
36
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$194K 14,863 +14,863 New
BTI
37
Blue Trust Inc
Georgia
$189K 17,006 – –
QC
38
Quadrature Capital
United Kingdom
$182K 14,003 +14,003 New
Marshall Wace
39
Marshall Wace
United Kingdom
$159K 12,167 +12,167 New
DC
40
Davenport & Co
Virginia
$156K 11,973 +173 +1%
PIA
41
Powell Investment Advisors
Florida
$148K 11,060 – –
HF
42
HRT Financial
New York
$146K 11,255 +11,255 New
BRWA
43
B. Riley Wealth Advisors
Florida
$146K 10,860 -2,236 -17%
BTWM
44
Baker Tilly Wealth Management
Wisconsin
$144K 11,000 – –
SOS
45
Silver Oak Securities
Tennessee
$143K 10,929 +10,929 New
CSS
46
Cubist Systematic Strategies
Connecticut
$142K 10,864 +10,864 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$81K 6,218 -879 -12%
IA
48
IFP Advisors
Florida
$66K 4,582 +100 +2%
Wells Fargo
49
Wells Fargo
California
$42.8K 3,277 +1 +0%
AA
50
Ancora Advisors
Ohio
$39K 3,000 – –
1
2
3