WhiteHorse Finance
WHF
38 hedge funds and large institutions have $33.2M invested in WhiteHorse Finance in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
15% more funds holding
Funds holding: 33 → 38 (+5)
1% more capital invested
Capital invested by funds: $32.8M → $33.2M (+$405K)
1.17% less ownership
Funds ownership: 12.56% → 11.39% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$1.22M |
| 2 |
TCM
Tradition Capital Management
Summit,
New Jersey
|
+$927K |
| 3 |
AR
Advisory Research
Chicago,
Illinois
|
+$465K |
| 4 |
SMDAM
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
+$427K |
| 5 |
Two Sigma Investments
New York
|
+$425K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AM
Ares Management
Los Angeles,
California
|
-$7.09M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$634K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$320K |
| 4 |
RA
Resource America
New York
|
-$185K |
| 5 |
NFA
Nuveen Fund Advisors
Chicago,
Illinois
|
-$136K |
WHF Hedge Fund Activity: Q1 2019 in Review
38 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WhiteHorse Finance (WHF) for Q1 2019, worth a combined $33.2M — up 1.2% from $32.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new WHF positions and 4 closed out — a net gain of 5 holders — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Marshall Wace, opening a new position worth an estimated $1.22M. The largest seller was Ares Management, cutting an estimated $7.09M.
- 38 institutional investors held WhiteHorse Finance (WHF) as of Q1 2019, up from 33 in Q4 2018.
- Funds reported $33.2M of WhiteHorse Finance stock for Q1 2019, up 1.2% quarter-over-quarter.
- 9 funds opened new WhiteHorse Finance positions in Q1 2019 and 4 closed out, a net change of +5 holders.
- The largest WhiteHorse Finance buyer in Q1 2019 was Marshall Wace, an estimated $1.22M added.
- The largest WhiteHorse Finance seller in Q1 2019 was Ares Management, an estimated $7.09M sold.
Based on aggregated 13F filings for Q1 2019.