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WhiteHorse Finance
WHF

Overview Fund Activity

62 hedge funds and large institutions have $44.5M invested in WhiteHorse Finance in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
62
Holders Change
+7
Holders Change %
+12.73%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
29
Reduced
8
Closed
5
Calls
$126K
Puts
$143K
Net Calls
-$17K
Net Calls Change
-$268K

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$3.68M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$2.52M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.2M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$647K
5
Millennium Management
5
Millennium Management
New York
$1.09M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$728K
2
AAM
2
Advisors Asset Management
Colorado
$2.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
BTWM
4
Baker Tilly Wealth Management
Wisconsin
$0
5
DC
5
Davenport & Co
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$406K +$99.5K +8,110 +32%
Bank of America
27
Bank of America
North Carolina
$403K +$2.55K +208 +0.6%
SMH
28
Sanders Morris Harris
Texas
$396K +$11.7K +956 +3%
DCM
29
Dimension Capital Management
Florida
$390K – – –
AAS
30
Avantax Advisory Services
Texas
$370K +$109K +8,909 +42%
Squarepoint
31
Squarepoint
New York
$357K +$357K +29,081 New
HF
32
HRT Financial
New York
$322K +$322K +26,244 New
Wells Fargo
33
Wells Fargo
California
$279K +$205K +16,688 +278%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$270K +$88.4K +7,195 +49%
IA
35
IFP Advisors
Florida
$269K -$39.6K -3,224 -13%
Canada Life
36
Canada Life
Manitoba, Canada
$236K +$10.8K +873 +5%
Osaic Holdings
37
Osaic Holdings
Arizona
$231K +$9.78K +797 +4%
N
38
Natixis
France
$213K – – –
RJFSA
39
Raymond James Financial Services Advisors
Florida
$183K +$1.74K +142 +1%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$173K +$173K +14,062 New
VF
41
Virtu Financial
New York
$157K +$157K +12,802 New
TI
42
Trexquant Investment
Connecticut
$153K +$153K +12,470 New
NW
43
NewEdge Wealth
Pennsylvania
$153K – – –
Mariner
44
Mariner
Kansas
$150K +$4.53K +369 +3%
JF
45
Jump Financial
Illinois
$149K +$149K +12,171 New
PIA
46
Powell Investment Advisors
Florida
$140K – – –
TC
47
TownSquare Capital
Utah
$135K – – –
LSV Asset Management
48
LSV Asset Management
Illinois
$121K – – –
TRCT
49
Tower Research Capital (TRC)
New York
$86.3K +$83.4K +6,795 +2,820%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$41.7K – – –
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