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WhiteHorse Finance
WHF

Overview Fund Activity

47 hedge funds and large institutions have $36.3M invested in WhiteHorse Finance in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 9 closing their positions.

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$4.06M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$718K
3
TI
3
Tidal Investments
Wisconsin
$327K
4
SIS
4
Sound Income Strategies
Florida
$2.79M
5
BlackRock
5
BlackRock
New York
$1.7M

Top Sellers

1
AM
1
Ares Management
California
$4.49M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$1.28M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$1.29M
4
QC
4
Quadrature Capital
United Kingdom
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$4.98M 327,036 -20,018 -6%
AM
2
Ares Management
California
$4.49M 295,153 -145,611 -33%
AAM
3
Advisors Asset Management
Colorado
$4.06M 266,700 +33,498 +14%
SIS
4
Sound Income Strategies
Florida
$2.79M 183,190 +19,358 +12%
Legal & General Group
5
Legal & General Group
United Kingdom
$1.92M 126,283 -5,164 -4%
BlackRock
6
BlackRock
New York
$1.7M 111,736 +18,328 +20%
GCM
7
Gables Capital Management
Florida
$1.43M 93,656 -1,000 -1%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$1.29M 84,568 -39,000 -32%
Two Sigma Investments
9
Two Sigma Investments
New York
$1.28M 84,149 -39,775 -32%
Mackenzie Financial
10
Mackenzie Financial
Ontario, Canada
$1.17M 76,905 +10,763 +16%
RJA
11
Raymond James & Associates
Florida
$1.03M 67,904 +17,688 +35%
Sumitomo Mitsui Trust Group
12
Sumitomo Mitsui Trust Group
Japan
$853K 56,063 – –
MC
13
Muzinich & Co
New York
$852K 56,063 – –
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$718K 47,217 +32,011 +211%
AR
15
Advisory Research
Illinois
$708K 46,503 +125 +0.3%
VEA
16
Virtus ETF Advisers
New York
$676K 44,439 -2,035 -4%
Osaic Holdings
17
Osaic Holdings
Arizona
$623K 40,925 -9,211 -18%
DCM
18
Dimension Capital Management
Florida
$525K 34,479 – –
Bank of America
19
Bank of America
North Carolina
$497K 32,650 – –
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$397K 26,113 +1,794 +7%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$369K 24,322 -9,999 -29%
BA
22
Bard Associates
Illinois
$357K 23,451 – –
CFS
23
Capital Financial Services
New York
$353K 23,175 +1,000 +5%
TI
24
Tidal Investments
Wisconsin
$327K 21,460 +21,460 New
Citadel Advisors
25
Citadel Advisors
Florida
$316K 20,797 +3,076 +17%
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