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WhiteHorse Finance
WHF

Overview Fund Activity

48 hedge funds and large institutions have $40.5M invested in WhiteHorse Finance in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
15
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AM
1
Ares Management
California
$12M
2
SIS
2
Sound Income Strategies
Florida
$1.08M
3
VF
3
Virtu Financial
New York
$387K
4
CFS
4
Capital Financial Services
New York
$315K
5
SFS
5
Sowell Financial Services
Arkansas
$177K

Top Sellers

1
RA
1
Resource America
New York
$0
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$246K
3
UBS Group
3
UBS Group
Switzerland
$4.09M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.44M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$1.62M
Name Market Value Shares Shares
Change 		Shares
Change %
AM
1
Ares Management
California
$12M 882,976 +221,427 +33%
UBS Group
2
UBS Group
Switzerland
$4.09M 300,249 -49,338 -14%
AAM
3
Advisors Asset Management
Colorado
$3.07M 225,792 -3,582 -2%
Legal & General Group
4
Legal & General Group
United Kingdom
$2.04M 150,017 +5,294 +4%
Two Sigma Advisers
5
Two Sigma Advisers
New York
$1.62M 119,168 -34,600 -23%
GCM
6
Gables Capital Management
Florida
$1.49M 109,382 -1,458 -1%
Two Sigma Investments
7
Two Sigma Investments
New York
$1.44M 105,997 -38,212 -26%
BlackRock
8
BlackRock
New York
$1.38M 101,663 +2,405 +2%
LSA
9
Lion Street Advisors
Texas
$1.13M 91,490 -2,455 -3%
Sumitomo Mitsui Trust Group
10
Sumitomo Mitsui Trust Group
Japan
$1.13M 82,662 +7,849 +10%
MC
11
Muzinich & Co
New York
$1.12M 82,662 +7,849 +10%
SIS
12
Sound Income Strategies
Florida
$1.08M 79,446 +51,889 +188%
RJA
13
Raymond James & Associates
Florida
$759K 55,786 -15,769 -22%
AR
14
Advisory Research
Illinois
$697K 51,177 -10,006 -16%
Axa
15
Axa
France
$637K 46,800 – –
Osaic Holdings
16
Osaic Holdings
Arizona
$633K 46,497 +3,869 +9%
IA
17
IFP Advisors
Florida
$601K 44,167 -5,962 -12%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$485K 35,600 -700 -2%
CRC
19
Curi RMB Capital
Illinois
$475K 34,900 – –
VEA
20
Virtus ETF Advisers
New York
$389K 28,577 +8,408 +42%
VF
21
Virtu Financial
New York
$387K 28,426 +28,426 New
EGA
22
Eagle Global Advisors
Texas
$351K 25,803 +3,200 +14%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$316K 23,206 – –
CFS
24
Capital Financial Services
New York
$315K 23,150 +23,150 New
Morgan Stanley
25
Morgan Stanley
New York
$295K 21,678 -1,272 -6%
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