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WhiteHorse Finance
WHF

Overview Fund Activity

56 hedge funds and large institutions have $34.9M invested in WhiteHorse Finance in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-7
Holders Change %
-11.11%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
27
Reduced
9
Closed
12
Calls
$512K
Puts
$180K
Net Calls
+$332K
Net Calls Change
-$141K

Top Buyers

1
SIS
1
Sound Income Strategies
Florida
$7.99M
2
LPL Financial
2
LPL Financial
California
$618K
3
AWS
3
Atria Wealth Solutions
New York
$760K
4
PI
4
Putnam Investments
Massachusetts
$268K
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$448K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$1.11M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
UBS Group
3
UBS Group
Switzerland
$2.49M
4
Jane Street
4
Jane Street
New York
$0
5
BlackRock
5
BlackRock
New York
$1.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$293K +$227K +15,829 +345%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$285K +$5.1K +407 +2%
PI
28
Putnam Investments
Massachusetts
$268K +$268K +21,380 New
BFEC
29
Benjamin F. Edwards & Company
Missouri
$250K +$25K +2,000 +11%
BTI
30
Blue Trust Inc
Georgia
$222K – – –
AAS
31
Avantax Advisory Services
Texas
$217K +$88 +7 +0%
N
32
Natixis
France
$215K +$176 +14 +0.1%
Canada Life
33
Canada Life
Manitoba, Canada
$195K -$48.6K -3,893 -20%
SOS
34
Silver Oak Securities
Tennessee
$153K +$13.7K +1,071 +10%
PIA
35
Powell Investment Advisors
Florida
$143K – – –
BRWA
36
B. Riley Wealth Advisors
Florida
$142K +$1.72K +133 +1%
BTWM
37
Baker Tilly Wealth Management
Wisconsin
$138K – – –
DC
38
Davenport & Co
Virginia
$137K -$12.5K -1,000 -8%
LSV Asset Management
39
LSV Asset Management
Illinois
$124K +$124K +9,900 New
AIP
40
Ahrens Investment Partners
Louisiana
$85.4K +$85.4K +6,825 New
TRCT
41
Tower Research Capital (TRC)
New York
$84K +$65K +5,172 +342%
Lazard Asset Management
42
Lazard Asset Management
New York
$84K +$84K +6,758 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$80K +$2.64K +212 +3%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$44K +$44K +3,500 New
Wells Fargo
45
Wells Fargo
California
$41K -$13 -1 -0%
AA
46
Ancora Advisors
Ohio
$37.6K – – –
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$29K +$9.67K +781 +50%
HI
48
Harbour Investments
Wisconsin
$26.1K +$689 +55 +3%
BAM
49
Belpointe Asset Management
Nevada
$16.3K – – –
IGWM
50
ICA Group Wealth Management
Colorado
$12.5K – – –
1
2
3