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WhiteHorse Finance
WHF

Overview Fund Activity

53 hedge funds and large institutions have $37.1M invested in WhiteHorse Finance in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
23
Reduced
10
Closed
5
Calls
$435K
Puts
$293K
Net Calls
+$142K
Net Calls Change
-$247K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.86M
2
SIS
2
Sound Income Strategies
Florida
$9.06M
3
VEA
3
Virtus ETF Advisers
New York
$740K
4
AAM
4
Advisors Asset Management
Colorado
$3.58M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$248K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$254K
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$0
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
BlackRock
4
BlackRock
New York
$760K
5
RJT
5
Raymond James Trust
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$279K +$6.27K +491 +2%
Millennium Management
27
Millennium Management
New York
$254K -$1.14M -89,131 -82%
Acadian Asset Management
28
Acadian Asset Management
Massachusetts
$248K +$248K +19,471 New
AAS
29
Avantax Advisory Services
Texas
$239K +$10.3K +808 +5%
IA
30
IFP Advisors
Florida
$238K -$22.7K -1,780 -9%
N
31
Natixis
France
$221K -$6.83K -536 -3%
Canada Life
32
Canada Life
Manitoba, Canada
$218K +$13.8K +1,089 +7%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$189K -$20.3K -1,590 -10%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$163K +$163K +12,796 New
PIA
35
Powell Investment Advisors
Florida
$145K – – –
NW
36
NewEdge Wealth
Pennsylvania
$145K +$145K +11,373 New
TC
37
TownSquare Capital
Utah
$140K – – –
BTWM
38
Baker Tilly Wealth Management
Wisconsin
$140K – – –
DC
39
Davenport & Co
Virginia
$140K – – –
Goldman Sachs
40
Goldman Sachs
New York
$133K +$133K +10,385 New
LSV Asset Management
41
LSV Asset Management
Illinois
$126K – – –
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$111K +$81K +6,340 +271%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$81K +$408 +32 +0.5%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$71.4K +$71.4K +5,591 New
AA
45
Ancora Advisors
Ohio
$38.3K – – –
Wells Fargo
46
Wells Fargo
California
$34.5K -$13 -1 -0%
HI
47
Harbour Investments
Wisconsin
$28.1K +$766 +60 +3%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$13K -$13K -1,000 -50%
FFA
49
Farther Finance Advisors
California
$6.39K – – –
Simplex Trading
50
Simplex Trading
Illinois
$3K +$1.52K +127 +102%
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