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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 %
AA
51
Ancora Advisors
Ohio
$36.8K – – –
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$35.9K -$102K -8,288 -74%
Simplex Trading
53
Simplex Trading
Illinois
$33K +$32.7K +2,711 +10,427%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$26.2K – – –
HGERS
55
Householder Group Estate & Retirement Specialist
Arizona
$15K +$461 +39 +3%
TWP
56
Triad Wealth Partners
Kansas
$14.7K +$14.7K +1,200 New
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$12.3K +$12.3K +1,000 New
Group One Trading
58
Group One Trading
Illinois
$10.9K +$10.9K +890 New
IAIM
59
International Assets Investment Management
Florida
$2.45K +$2.45K +200 New
DAM
60
Delta Asset Management
Tennessee
$1.41K – – –
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$773 -$233 -19 -23%
PS
62
Principal Securities
Iowa
$135 -$147 -12 -52%
Goldman Sachs
63
Goldman Sachs
New York
– -$190K -15,317 Closed
BTWM
64
Baker Tilly Wealth Management
Wisconsin
– -$136K -11,000 Closed
DC
65
Davenport & Co
Virginia
– -$136K -10,973 Closed
EC
66
EntryPoint Capital
New York
– -$38.6K -3,114 Closed
Fidelity Investments
67
Fidelity Investments
Massachusetts
– -$12 -1 Closed
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