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WhiteHorse Finance
WHF

Overview Fund Activity

45 hedge funds and large institutions have $37.2M invested in WhiteHorse Finance in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
11
Closed
4
Calls
$243K
Puts
$1K
Net Calls
+$242K
Net Calls Change
+$93K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$785K
2
SIS
2
Sound Income Strategies
Florida
$4.49M
3
BTI
3
Blue Trust Inc
Georgia
$256K
4
RJA
4
Raymond James & Associates
Florida
$1.61M
5
BlackRock
5
BlackRock
New York
$1.61M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$311K
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$633K
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$1.47M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$0
5
UBS Group
5
UBS Group
Switzerland
$3.13M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$9.03M 687,453 – –
SIS
2
Sound Income Strategies
Florida
$4.49M 341,942 +33,278 +11%
AAM
3
Advisors Asset Management
Colorado
$3.73M 283,704 -3,813 -1%
UBS Group
4
UBS Group
Switzerland
$3.13M 238,408 -14,540 -6%
Legal & General Group
5
Legal & General Group
United Kingdom
$1.81M 137,417 +13,018 +10%
BlackRock
6
BlackRock
New York
$1.61M 122,825 +17,143 +16%
RJA
7
Raymond James & Associates
Florida
$1.61M 122,628 +18,763 +18%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$1.47M 111,819 -24,360 -18%
GCM
9
Gables Capital Management
Florida
$1.21M 91,756 -1,900 -2%
LPL Financial
10
LPL Financial
California
$785K 59,768 +59,768 New
VEA
11
Virtus ETF Advisers
New York
$634K 48,214 +3,657 +8%
Mackenzie Financial
12
Mackenzie Financial
Ontario, Canada
$633K 48,205 -28,939 -38%
TI
13
Tidal Investments
Wisconsin
$613K 46,651 +1,866 +4%
AR
14
Advisory Research
Illinois
$536K 40,797 +491 +1%
Bank of America
15
Bank of America
North Carolina
$429K 32,650 -37 -0.1%
Osaic Holdings
16
Osaic Holdings
Arizona
$427K 32,510 +3,949 +14%
BA
17
Bard Associates
Illinois
$425K 31,540 – –
DCM
18
Dimension Capital Management
Florida
$418K 31,812 – –
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$322K 24,494 -1,985 -7%
Two Sigma Investments
20
Two Sigma Investments
New York
$311K 23,652 -93,956 -80%
CFS
21
Capital Financial Services
New York
$305K 23,175 – –
Morgan Stanley
22
Morgan Stanley
New York
$283K 21,557 +2,766 +15%
BTI
23
Blue Trust Inc
Georgia
$256K 17,006 +17,006 New
Canada Life
24
Canada Life
Manitoba, Canada
$251K 19,199 +13,032 +211%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$244K 18,564 +2,722 +17%
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