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WhiteHorse Finance
WHF

Overview Fund Activity

63 hedge funds and large institutions have $38.4M invested in WhiteHorse Finance in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
+15
Holders Change %
+31.25%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
19
Reduced
15
Closed
5
Calls
$658K
Puts
$185K
Net Calls
+$473K
Net Calls Change
+$177K

Top Buyers

1
SIS
1
Sound Income Strategies
Florida
$7.8M
2
Millennium Management
2
Millennium Management
New York
$2.16M
3
BCM
3
Basso Capital Management
Connecticut
$1.59M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$649K
5
Jane Street
5
Jane Street
New York
$600K

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
LPL Financial
2
LPL Financial
California
$253K
3
RJA
3
Raymond James & Associates
Florida
$1.42M
4
AAM
4
Advisors Asset Management
Colorado
$3.72M
5
AIP
5
Ahrens Investment Partners
Louisiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$26.5K 2,028 +111 +6%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$20K 1,562 +1,562 New
EWA
53
EverSource Wealth Advisors
Alabama
$19.6K 1,500 +1,500 New
TRCT
54
Tower Research Capital (TRC)
New York
$19K 1,511 +1,511 New
USCWA
55
U.S. Capital Wealth Advisors
Texas
$17.4K 1,332 +1,332 New
BAM
56
Belpointe Asset Management
Nevada
$17K 1,300 +1,300 New
MWM
57
MinichMacGregor Wealth Management
New York
$16.4K 1,258 +1,258 New
Simplex Trading
58
Simplex Trading
Illinois
$14K 1,089 +221 +25%
IGWM
59
ICA Group Wealth Management
Colorado
$13.1K 1,000 +1,000 New
FFA
60
Farther Finance Advisors
California
$6.53K 500 +500 New
CAL
61
Capital Analysts LLC
Pennsylvania
$3K 200 -1,012 -83%
ASN
62
Advisory Services Network
Georgia
$2.28K 175 +175 New
DAM
63
Delta Asset Management
Tennessee
$1.5K 115 +115 New
Invesco
64
Invesco
Georgia
– – -687,453 Closed
AIP
65
Ahrens Investment Partners
Louisiana
– – -10,025 Closed
ACM
66
Aquatic Capital Management
Illinois
– – -1,500 Closed
MPWT
67
MassMutual Private Wealth & Trust
Connecticut
– – -1,488 Closed
PA
68
PSI Advisors
Florida
– – -250 Closed
CFGS
69
Concourse Financial Group Securities
Alabama
– – – –
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