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WhiteHorse Finance
WHF

Overview Fund Activity

41 hedge funds and large institutions have $42.2M invested in WhiteHorse Finance in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 8 closing their positions.

Holders
41
Holders Change
-7
Holders Change %
-14.58%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
15
Reduced
9
Closed
8
Calls
$158K
Puts
$9K
Net Calls
+$149K
Net Calls Change
+$149K

Top Buyers

1
SIS
1
Sound Income Strategies
Florida
$4.66M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$1.77M
3
TI
3
Tidal Investments
Wisconsin
$675K
4
RJA
4
Raymond James & Associates
Florida
$1.57M
5
AAM
5
Advisors Asset Management
Colorado
$4.34M

Top Sellers

1
AM
1
Ares Management
California
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
UBS Group
3
UBS Group
Switzerland
$3.81M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$10.4M 687,453 – –
SIS
2
Sound Income Strategies
Florida
$4.66M 308,664 +67,212 +28%
AAM
3
Advisors Asset Management
Colorado
$4.34M 287,517 +12,055 +4%
UBS Group
4
UBS Group
Switzerland
$3.81M 252,948 -25,842 -9%
Two Sigma Advisers
5
Two Sigma Advisers
New York
$2.05M 136,179 -5,700 -4%
Legal & General Group
6
Legal & General Group
United Kingdom
$1.87M 124,399 +2,778 +2%
Two Sigma Investments
7
Two Sigma Investments
New York
$1.77M 117,608 +13,493 +13%
BlackRock
8
BlackRock
New York
$1.59M 105,682 -8,547 -7%
RJA
9
Raymond James & Associates
Florida
$1.57M 103,865 +12,738 +14%
GCM
10
Gables Capital Management
Florida
$1.41M 93,656 – –
Mackenzie Financial
11
Mackenzie Financial
Ontario, Canada
$1.16M 77,144 +53 +0.1%
TI
12
Tidal Investments
Wisconsin
$675K 44,785 +13,062 +41%
VEA
13
Virtus ETF Advisers
New York
$672K 44,557 +4,160 +10%
AR
14
Advisory Research
Illinois
$608K 40,306 – –
Bank of America
15
Bank of America
North Carolina
$493K 32,687 +37 +0.1%
DCM
16
Dimension Capital Management
Florida
$480K 31,812 -2,667 -8%
BA
17
Bard Associates
Illinois
$476K 31,540 – –
Osaic Holdings
18
Osaic Holdings
Arizona
$431K 28,561 -298 -1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$399K 26,479 +641 +2%
CFS
20
Capital Financial Services
New York
$349K 23,175 – –
Morgan Stanley
21
Morgan Stanley
New York
$283K 18,791 +986 +6%
BRWA
22
B. Riley Wealth Advisors
Florida
$277K 18,366 +651 +4%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$264K 17,006 – –
RJFSA
24
Raymond James Financial Services Advisors
Florida
$239K 15,842 -764 -5%
AAS
25
Avantax Advisory Services
Texas
$238K 15,746 +5 +0%
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