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WhiteHorse Finance
WHF

Overview Fund Activity

55 hedge funds and large institutions have $36.9M invested in WhiteHorse Finance in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
21
Reduced
16
Closed
5
Calls
$322K
Puts
$71K
Net Calls
+$251K
Net Calls Change
+$38K

Top Buyers

1
SIS
1
Sound Income Strategies
Florida
$10.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$846K
3
VEA
3
Virtus ETF Advisers
New York
$751K
4
BlackRock
4
BlackRock
New York
$941K
5
BTI
5
Blue Trust Inc
Georgia
$409K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.98M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$0
3
QC
3
Quadrature Capital
United Kingdom
$333K
4
Millennium Management
4
Millennium Management
New York
$544K
5
TI
5
Tidal Investments
Wisconsin
$509K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$310K +$2.82K +227 +0.9%
AAS
27
Avantax Advisory Services
Texas
$263K +$112 +9 +0%
Canada Life
28
Canada Life
Manitoba, Canada
$227K +$37.4K +3,013 +20%
Osaic Holdings
29
Osaic Holdings
Arizona
$224K -$27.2K -2,191 -11%
N
30
Natixis
France
$215K – – –
Citadel Advisors
31
Citadel Advisors
Florida
$210K -$17.6K -1,422 -8%
Goldman Sachs
32
Goldman Sachs
New York
$190K +$1.28K +103 +0.7%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$183K +$10.5K +846 +6%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$183K +$13.9K +1,117 +8%
NW
35
NewEdge Wealth
Pennsylvania
$162K +$9.6K +737 +6%
Mariner
36
Mariner
Kansas
$147K +$4.44K +358 +3%
PIA
37
Powell Investment Advisors
Florida
$141K – – –
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$139K -$10.1K -817 -7%
BTWM
39
Baker Tilly Wealth Management
Wisconsin
$136K – – –
TC
40
TownSquare Capital
Utah
$136K – – –
DC
41
Davenport & Co
Virginia
$136K – – –
LSV Asset Management
42
LSV Asset Management
Illinois
$123K – – –
Wells Fargo
43
Wells Fargo
California
$74.5K +$41K +3,305 +122%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$42.1K +$42.1K +3,398 New
EC
45
EntryPoint Capital
New York
$38.6K +$38.6K +3,114 New
AA
46
Ancora Advisors
Ohio
$37.2K – – –
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$26K – – –
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$23.9K +$23.5K +1,899 +6,126%
HGERS
49
Householder Group Estate & Retirement Specialist
Arizona
$15.3K +$15.3K +1,229 New
TRCT
50
Tower Research Capital (TRC)
New York
$2.99K -$8.85K -714 -75%
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