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WhiteHorse Finance
WHF

Overview Fund Activity

52 hedge funds and large institutions have $36.8M invested in WhiteHorse Finance in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
52
Holders Change
-4
Holders Change %
-7.14%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
16
Closed
8
Calls
$514K
Puts
$125K
Net Calls
+$389K
Net Calls Change
+$57K

Top Buyers

1
SIS
1
Sound Income Strategies
Florida
$8.74M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$436K
3
Morgan Stanley
3
Morgan Stanley
New York
$898K
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$751K
5
Millennium Management
5
Millennium Management
New York
$1.4M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$3.33M
2
Citadel Advisors
2
Citadel Advisors
Florida
$129K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$274K
4
SOS
4
Silver Oak Securities
Tennessee
$0
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$497K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$302K +$10K +782 +3%
PI
27
Putnam Investments
Massachusetts
$302K +$27.2K +2,120 +10%
Osaic Holdings
28
Osaic Holdings
Arizona
$274K -$266K -20,699 -49%
IA
29
IFP Advisors
Florida
$262K – – –
BTI
30
Blue Trust Inc
Georgia
$238K +$25K +1,994 +12%
AAS
31
Avantax Advisory Services
Texas
$230K +$7.54K +588 +3%
N
32
Natixis
France
$229K +$8.81K +687 +4%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$210K +$2.57K +201 +1%
Canada Life
34
Canada Life
Manitoba, Canada
$207K +$5.87K +456 +3%
RJT
35
Raymond James Trust
Florida
$184K +$184K +14,298 New
PIA
36
Powell Investment Advisors
Florida
$146K – – –
BTWM
37
Baker Tilly Wealth Management
Wisconsin
$141K – – –
TC
38
TownSquare Capital
Utah
$141K +$141K +11,000 New
DC
39
Davenport & Co
Virginia
$141K – – –
Citadel Advisors
40
Citadel Advisors
Florida
$129K -$419K -32,673 -76%
LSV Asset Management
41
LSV Asset Management
Illinois
$127K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$81K -$1.45K -113 -2%
AA
43
Ancora Advisors
Ohio
$38.5K – – –
Wells Fargo
44
Wells Fargo
California
$34.7K -$7.31K -570 -17%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$30K -$26 -2 -0.1%
HI
46
Harbour Investments
Wisconsin
$27.5K +$757 +59 +3%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$26K -$19.5K -1,500 -43%
BWS
48
Buck Wealth Strategies
Colorado
$7.38K +$7.38K +575 New
FFA
49
Farther Finance Advisors
California
$6.42K – – –
DAM
50
Delta Asset Management
Tennessee
$1.48K – – –
1
2
3