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WhiteHorse Finance
WHF

Overview Fund Activity

63 hedge funds and large institutions have $38.4M invested in WhiteHorse Finance in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
+15
Holders Change %
+31.25%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
19
Reduced
15
Closed
5
Calls
$658K
Puts
$185K
Net Calls
+$473K
Net Calls Change
+$177K

Top Buyers

1
SIS
1
Sound Income Strategies
Florida
$7.8M
2
Millennium Management
2
Millennium Management
New York
$2.16M
3
BCM
3
Basso Capital Management
Connecticut
$1.59M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$649K
5
Jane Street
5
Jane Street
New York
$600K

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
LPL Financial
2
LPL Financial
California
$253K
3
RJA
3
Raymond James & Associates
Florida
$1.42M
4
AAM
4
Advisors Asset Management
Colorado
$3.72M
5
AIP
5
Ahrens Investment Partners
Louisiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIS
1
Sound Income Strategies
Florida
$7.8M 597,567 +206,872 +53%
AAM
2
Advisors Asset Management
Colorado
$3.72M 284,773 -17,040 -6%
UBS Group
3
UBS Group
Switzerland
$3.22M 247,065 +15,599 +7%
Millennium Management
4
Millennium Management
New York
$2.16M 165,410 +151,457 +1,085%
Legal & General Group
5
Legal & General Group
United Kingdom
$2.01M 153,819 +4,997 +3%
BlackRock
6
BlackRock
New York
$1.64M 125,464 +8,756 +8%
BCM
7
Basso Capital Management
Connecticut
$1.59M 122,138 +122,138 New
Two Sigma Advisers
8
Two Sigma Advisers
New York
$1.42M 109,079 +33,600 +45%
RJA
9
Raymond James & Associates
Florida
$1.42M 108,664 -17,110 -14%
GCM
10
Gables Capital Management
Florida
$1.16M 88,706 -500 -0.6%
Two Sigma Investments
11
Two Sigma Investments
New York
$910K 69,729 +35,047 +101%
TI
12
Tidal Investments
Wisconsin
$657K 50,383 +2,799 +6%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$649K 49,712 +49,712 New
Citadel Advisors
14
Citadel Advisors
Florida
$624K 47,817 +33,764 +240%
Jane Street
15
Jane Street
New York
$600K 45,950 +45,950 New
Osaic Holdings
16
Osaic Holdings
Arizona
$526K 40,260 +9,799 +32%
AR
17
Advisory Research
Illinois
$485K 37,151 -4,245 -10%
Mackenzie Financial
18
Mackenzie Financial
Ontario, Canada
$458K 35,113 -5,840 -14%
BA
19
Bard Associates
Illinois
$439K 32,755 -550 -2%
Bank of America
20
Bank of America
North Carolina
$426K 32,650 – –
DCM
21
Dimension Capital Management
Florida
$415K 31,812 – –
VEA
22
Virtus ETF Advisers
New York
$406K 31,138 -491 -2%
AWS
23
Atria Wealth Solutions
New York
$398K 29,746 +1,780 +6%
Goldman Sachs
24
Goldman Sachs
New York
$349K 26,756 +26,756 New
Morgan Stanley
25
Morgan Stanley
New York
$327K 25,075 +1,077 +4%
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