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WhiteHorse Finance
WHF

Overview Fund Activity

57 hedge funds and large institutions have $39.3M invested in WhiteHorse Finance in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
14
Closed
7
Calls
$491K
Puts
$278K
Net Calls
+$213K
Net Calls Change
+$71K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.61M
2
Millennium Management
2
Millennium Management
New York
$801K
3
SIS
3
Sound Income Strategies
Florida
$9.27M
4
QC
4
Quadrature Capital
United Kingdom
$772K
5
SMH
5
Sanders Morris Harris
Texas
$402K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$2.6M
2
AR
2
Advisory Research
Illinois
$0
3
AWS
3
Atria Wealth Solutions
New York
$747K
4
RJA
4
Raymond James & Associates
Florida
$1.21M
5
UBS Group
5
UBS Group
Switzerland
$2.23M
Name Market Value Shares Shares
Change 		Shares
Change %
SIS
1
Sound Income Strategies
Florida
$9.27M 753,932 +44,420 +6%
Morgan Stanley
2
Morgan Stanley
New York
$3.61M 293,186 +147,744 +102%
AAM
3
Advisors Asset Management
Colorado
$2.6M 211,373 -69,077 -25%
UBS Group
4
UBS Group
Switzerland
$2.23M 180,949 -13,559 -7%
Legal & General Group
5
Legal & General Group
United Kingdom
$2.14M 173,754 +5,056 +3%
BCM
6
Basso Capital Management
Connecticut
$1.5M 122,138 – –
RJA
7
Raymond James & Associates
Florida
$1.21M 98,169 -14,022 -12%
Two Sigma Investments
8
Two Sigma Investments
New York
$1.2M 97,643 +16,595 +20%
GCM
9
Gables Capital Management
Florida
$1.09M 88,406 – –
Two Sigma Advisers
10
Two Sigma Advisers
New York
$1.05M 85,352 +4,973 +6%
Connor, Clark & Lunn Investment Management (CC&L)
11
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$958K 77,889 +455 +0.6%
Millennium Management
12
Millennium Management
New York
$801K 65,109 +45,222 +227%
QC
13
Quadrature Capital
United Kingdom
$772K 62,643 +34,353 +121%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$760K 61,800 +20,800 +51%
BlackRock
15
BlackRock
New York
$749K 60,899 +1,404 +2%
AWS
16
Atria Wealth Solutions
New York
$747K 58,548 -16,707 -22%
TI
17
Tidal Investments
Wisconsin
$710K 57,742 -2,840 -5%
LPL Financial
18
LPL Financial
California
$652K 53,044 -2,589 -5%
VEA
19
Virtus ETF Advisers
New York
$556K 45,214 -12,752 -22%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$448K 36,419 +30,070 +474%
BA
21
Bard Associates
Illinois
$433K 34,120 +565 +2%
PI
22
Putnam Investments
Massachusetts
$416K 33,829 +6,930 +26%
SMH
23
Sanders Morris Harris
Texas
$402K 31,287 +31,287 New
Bank of America
24
Bank of America
North Carolina
$402K 32,650 – –
DCM
25
Dimension Capital Management
Florida
$391K 31,812 – –
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