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WhiteHorse Finance
WHF

Overview Fund Activity

53 hedge funds and large institutions have $37.1M invested in WhiteHorse Finance in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
23
Reduced
10
Closed
5
Calls
$435K
Puts
$293K
Net Calls
+$142K
Net Calls Change
-$247K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.86M
2
SIS
2
Sound Income Strategies
Florida
$9.06M
3
VEA
3
Virtus ETF Advisers
New York
$740K
4
AAM
4
Advisors Asset Management
Colorado
$3.58M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$248K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$254K
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$0
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
BlackRock
4
BlackRock
New York
$760K
5
RJT
5
Raymond James Trust
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
51
Stonebridge Capital Advisors
Minnesota
$2.76K +$2.76K +216 New
DAM
52
Delta Asset Management
Tennessee
$1.47K – – –
BCMLT
53
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.26K – – –
Mackenzie Financial
54
Mackenzie Financial
Ontario, Canada
– -$497K -38,038 Closed
Marshall Wace
55
Marshall Wace
United Kingdom
– -$436K -33,966 Closed
RJT
56
Raymond James Trust
Florida
– -$184K -14,298 Closed
Citadel Advisors
57
Citadel Advisors
Florida
– -$129K -10,053 Closed
BWS
58
Buck Wealth Strategies
Colorado
– -$7.38K -575 Closed
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