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WhiteHorse Finance
WHF

Overview Fund Activity

56 hedge funds and large institutions have $34.9M invested in WhiteHorse Finance in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 12 closing their positions.

Holders
56
Holders Change
-7
Holders Change %
-11.11%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
27
Reduced
9
Closed
12
Calls
$512K
Puts
$180K
Net Calls
+$332K
Net Calls Change
-$141K

Top Buyers

1
SIS
1
Sound Income Strategies
Florida
$7.99M
2
LPL Financial
2
LPL Financial
California
$618K
3
AWS
3
Atria Wealth Solutions
New York
$760K
4
PI
4
Putnam Investments
Massachusetts
$268K
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$448K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$1.11M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
UBS Group
3
UBS Group
Switzerland
$2.49M
4
Jane Street
4
Jane Street
New York
$0
5
BlackRock
5
BlackRock
New York
$1.13M
Name Market Value Shares Shares
Change 		Shares
Change %
SIS
1
Sound Income Strategies
Florida
$7.99M 638,424 +40,857 +7%
AAM
2
Advisors Asset Management
Colorado
$3.7M 295,284 +10,511 +4%
UBS Group
3
UBS Group
Switzerland
$2.49M 198,489 -48,576 -20%
Legal & General Group
4
Legal & General Group
United Kingdom
$1.98M 157,907 +4,088 +3%
BCM
5
Basso Capital Management
Connecticut
$1.53M 122,138 – –
RJA
6
Raymond James & Associates
Florida
$1.4M 111,570 +2,906 +3%
BlackRock
7
BlackRock
New York
$1.13M 90,369 -35,095 -28%
Millennium Management
8
Millennium Management
New York
$1.11M 88,795 -76,615 -46%
GCM
9
Gables Capital Management
Florida
$1.11M 88,706 – –
Two Sigma Advisers
10
Two Sigma Advisers
New York
$1.01M 80,679 -28,400 -26%
Two Sigma Investments
11
Two Sigma Investments
New York
$875K 69,890 +161 +0.2%
AWS
12
Atria Wealth Solutions
New York
$760K 58,671 +28,925 +97%
TI
13
Tidal Investments
Wisconsin
$713K 56,914 +6,531 +13%
LPL Financial
14
LPL Financial
California
$618K 49,321 +29,918 +154%
Mackenzie Financial
15
Mackenzie Financial
Ontario, Canada
$617K 49,295 +14,182 +40%
AR
16
Advisory Research
Illinois
$549K 43,889 +6,738 +18%
Citadel Advisors
17
Citadel Advisors
Florida
$535K 42,726 -5,091 -11%
Morgan Stanley
18
Morgan Stanley
New York
$527K 42,086 +17,011 +68%
Osaic Holdings
19
Osaic Holdings
Arizona
$527K 42,062 +1,802 +4%
Connor, Clark & Lunn Investment Management (CC&L)
20
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$448K 35,758 +20,895 +141%
VEA
21
Virtus ETF Advisers
New York
$448K 35,754 +4,616 +15%
BA
22
Bard Associates
Illinois
$424K 32,755 – –
Bank of America
23
Bank of America
North Carolina
$409K 32,650 – –
DCM
24
Dimension Capital Management
Florida
$398K 31,812 – –
QC
25
Quadrature Capital
United Kingdom
$298K 23,811 +9,808 +70%
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