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WhiteHorse Finance
WHF

Overview Fund Activity

57 hedge funds and large institutions have $39.3M invested in WhiteHorse Finance in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
14
Closed
7
Calls
$491K
Puts
$278K
Net Calls
+$213K
Net Calls Change
+$71K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.61M
2
Millennium Management
2
Millennium Management
New York
$801K
3
SIS
3
Sound Income Strategies
Florida
$9.27M
4
QC
4
Quadrature Capital
United Kingdom
$772K
5
SMH
5
Sanders Morris Harris
Texas
$402K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$2.6M
2
AR
2
Advisory Research
Illinois
$0
3
AWS
3
Atria Wealth Solutions
New York
$747K
4
RJA
4
Raymond James & Associates
Florida
$1.21M
5
UBS Group
5
UBS Group
Switzerland
$2.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$313K +$83.6K +6,794 +36%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$304K -$504 -41 -0.2%
BTI
28
Blue Trust Inc
Georgia
$293K +$64 +5 +0%
AAS
29
Avantax Advisory Services
Texas
$261K +$30.2K +2,458 +13%
Osaic Holdings
30
Osaic Holdings
Arizona
$249K -$19.9K -1,616 -7%
Citadel Advisors
31
Citadel Advisors
Florida
$226K +$226K +18,378 New
N
32
Natixis
France
$214K – – –
Goldman Sachs
33
Goldman Sachs
New York
$187K +$59.4K +4,829 +46%
Canada Life
34
Canada Life
Manitoba, Canada
$187K -$23.2K -1,895 -11%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$172K -$10.7K -869 -6%
Acadian Asset Management
36
Acadian Asset Management
Massachusetts
$171K -$65K -5,364 -28%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$168K +$168K +13,622 New
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$148K +$41.2K +3,346 +39%
NW
39
NewEdge Wealth
Pennsylvania
$144K +$4.05K +329 +3%
Mariner
40
Mariner
Kansas
$142K +$142K +11,525 New
PIA
41
Powell Investment Advisors
Florida
$140K – – –
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$138K +$138K +11,206 New
BTWM
43
Baker Tilly Wealth Management
Wisconsin
$135K – – –
TC
44
TownSquare Capital
Utah
$135K – – –
DC
45
Davenport & Co
Virginia
$135K – – –
LSV Asset Management
46
LSV Asset Management
Illinois
$122K – – –
CIA
47
Cape Investment Advisory
Georgia
$88.6K +$88.6K +7,206 New
AA
48
Ancora Advisors
Ohio
$36.9K – – –
Wells Fargo
49
Wells Fargo
California
$33.3K – – –
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$26K +$26K +26,248 New
1
2
3