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WhiteHorse Finance
WHF

Overview Fund Activity

48 hedge funds and large institutions have $47.6M invested in WhiteHorse Finance in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 10 closing their positions.

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
17
Reduced
10
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$10.7M
2
SIS
2
Sound Income Strategies
Florida
$3.74M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$2.2M
4
RJA
4
Raymond James & Associates
Florida
$1.41M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$341K

Top Sellers

1
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$0
2
MC
2
Muzinich & Co
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$4.32M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$247K
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$10.7M 687,453 +687,453 New
AM
2
Ares Management
California
$4.54M 292,735 -2,418 -0.8%
UBS Group
3
UBS Group
Switzerland
$4.32M 278,790 -48,246 -15%
AAM
4
Advisors Asset Management
Colorado
$4.27M 275,462 +8,762 +3%
SIS
5
Sound Income Strategies
Florida
$3.74M 241,452 +58,262 +32%
Two Sigma Advisers
6
Two Sigma Advisers
New York
$2.2M 141,879 +57,311 +68%
Legal & General Group
7
Legal & General Group
United Kingdom
$1.89M 121,621 -4,662 -4%
BlackRock
8
BlackRock
New York
$1.77M 114,229 +2,493 +2%
Two Sigma Investments
9
Two Sigma Investments
New York
$1.61M 104,115 +19,966 +24%
GCM
10
Gables Capital Management
Florida
$1.45M 93,656 – –
RJA
11
Raymond James & Associates
Florida
$1.41M 91,127 +23,223 +34%
Mackenzie Financial
12
Mackenzie Financial
Ontario, Canada
$1.2M 77,091 +186 +0.2%
VEA
13
Virtus ETF Advisers
New York
$626K 40,397 -4,042 -9%
AR
14
Advisory Research
Illinois
$625K 40,306 -6,197 -13%
DCM
15
Dimension Capital Management
Florida
$534K 34,479 – –
Bank of America
16
Bank of America
North Carolina
$506K 32,650 – –
TI
17
Tidal Investments
Wisconsin
$492K 31,723 +10,263 +48%
BA
18
Bard Associates
Illinois
$489K 31,540 +8,089 +34%
Osaic Holdings
19
Osaic Holdings
Arizona
$447K 28,859 -12,066 -29%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$400K 25,838 -275 -1%
Citadel Advisors
21
Citadel Advisors
Florida
$395K 25,482 +4,685 +23%
CFS
22
Capital Financial Services
New York
$359K 23,175 – –
Marshall Wace
23
Marshall Wace
United Kingdom
$341K 22,047 +22,047 New
Morgan Stanley
24
Morgan Stanley
New York
$276K 17,805 +327 +2%
BRWA
25
B. Riley Wealth Advisors
Florida
$275K 17,715 -757 -4%
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