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WhiteHorse Finance
WHF

Overview Fund Activity

48 hedge funds and large institutions have $32M invested in WhiteHorse Finance in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
13
Closed
4
Calls
$310K
Puts
$14K
Net Calls
+$296K
Net Calls Change
+$54K

Top Buyers

1
SIS
1
Sound Income Strategies
Florida
$4.34M
2
AWS
2
Atria Wealth Solutions
New York
$320K
3
AAM
3
Advisors Asset Management
Colorado
$3.35M
4
Citadel Advisors
4
Citadel Advisors
Florida
$156K
5
Millennium Management
5
Millennium Management
New York
$155K

Top Sellers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$838K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
VEA
3
Virtus ETF Advisers
New York
$351K
4
AWM
4
AE Wealth Management
Kansas
$0
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$7.63M 687,453 – –
SIS
2
Sound Income Strategies
Florida
$4.34M 390,695 +48,753 +14%
AAM
3
Advisors Asset Management
Colorado
$3.35M 301,813 +18,109 +6%
UBS Group
4
UBS Group
Switzerland
$2.57M 231,466 -6,942 -3%
Legal & General Group
5
Legal & General Group
United Kingdom
$1.65M 148,822 +11,405 +8%
RJA
6
Raymond James & Associates
Florida
$1.4M 125,774 +3,146 +3%
BlackRock
7
BlackRock
New York
$1.3M 116,708 -6,117 -5%
GCM
8
Gables Capital Management
Florida
$990K 89,206 -2,550 -3%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$838K 75,479 -36,340 -32%
LPL Financial
10
LPL Financial
California
$648K 58,384 -1,384 -2%
TI
11
Tidal Investments
Wisconsin
$528K 47,584 +933 +2%
AR
12
Advisory Research
Illinois
$459K 41,396 +599 +1%
Mackenzie Financial
13
Mackenzie Financial
Ontario, Canada
$455K 40,953 -7,252 -15%
Two Sigma Investments
14
Two Sigma Investments
New York
$385K 34,682 +11,030 +47%
BA
15
Bard Associates
Illinois
$381K 33,305 +1,765 +6%
Bank of America
16
Bank of America
North Carolina
$362K 32,650 – –
DCM
17
Dimension Capital Management
Florida
$353K 31,812 – –
VEA
18
Virtus ETF Advisers
New York
$351K 31,629 -16,585 -34%
Osaic Holdings
19
Osaic Holdings
Arizona
$338K 30,461 -2,049 -6%
AWS
20
Atria Wealth Solutions
New York
$320K 27,966 +27,966 New
Morgan Stanley
21
Morgan Stanley
New York
$266K 23,998 +2,441 +11%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$257K 23,127 -1,367 -6%
CFS
23
Capital Financial Services
New York
$257K 23,175 – –
BTI
24
Blue Trust Inc
Georgia
$223K 17,006 – –
Canada Life
25
Canada Life
Manitoba, Canada
$220K 19,956 +757 +4%
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