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WhiteHorse Finance
WHF

Overview Fund Activity

54 hedge funds and large institutions have $37.5M invested in WhiteHorse Finance in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
54
Holders Change
-8
Holders Change %
-12.9%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
25
Closed
12
Calls
$125K
Puts
$37K
Net Calls
+$88K
Net Calls Change
+$105K

Top Buyers

1
SIS
1
Sound Income Strategies
Florida
$10.4M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$886K
3
AAM
3
Advisors Asset Management
Colorado
$2.23M
4
Squarepoint
4
Squarepoint
New York
$566K
5
TI
5
Trexquant Investment
Connecticut
$353K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$590K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
QC
3
Quadrature Capital
United Kingdom
$0
4
Millennium Management
4
Millennium Management
New York
$552K
5
LPL Financial
5
LPL Financial
California
$158K
Name Holding Trade Value Shares
Change 		Shares
Change %
SMH
26
Sanders Morris Harris
Texas
$373K – – –
TI
27
Trexquant Investment
Connecticut
$353K +$208K +18,001 +144%
AAS
28
Avantax Advisory Services
Texas
$349K +$104 +9 +0%
DCM
29
Dimension Capital Management
Florida
$328K -$40.2K -3,475 -11%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$240K +$68.3K +5,902 +40%
Wells Fargo
31
Wells Fargo
California
$210K -$53K -4,581 -20%
Osaic Holdings
32
Osaic Holdings
Arizona
$202K -$16K -1,381 -7%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$182K -$72.3K -6,251 -28%
Canada Life
34
Canada Life
Manitoba, Canada
$160K -$62.2K -5,364 -28%
Northern Trust
35
Northern Trust
Illinois
$159K +$159K +13,742 New
LPL Financial
36
LPL Financial
California
$158K -$434K -37,495 -73%
NW
37
NewEdge Wealth
Pennsylvania
$148K +$4.44K +384 +3%
Mariner
38
Mariner
Kansas
$146K +$4.36K +377 +3%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$143K +$143K +12,321 New
SSA
40
Schonfeld Strategic Advisors
New York
$140K +$140K +12,100 New
PIA
41
Powell Investment Advisors
Florida
$132K – – –
TC
42
TownSquare Capital
Utah
$127K – – –
NG
43
Norden Group
Utah
$127K +$127K +11,000 New
LSV Asset Management
44
LSV Asset Management
Illinois
$115K – – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$39.3K – – –
AA
46
Ancora Advisors
Ohio
$34.7K – – –
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$26.2K – – –
IA
48
IFP Advisors
Florida
$19.9K -$234K -20,242 -92%
HGERS
49
Householder Group Estate & Retirement Specialist
Arizona
$15K +$448 +39 +3%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$7.49K -$26.3K -2,275 -78%
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