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WhiteHorse Finance
WHF

Overview Fund Activity

55 hedge funds and large institutions have $36.9M invested in WhiteHorse Finance in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
21
Reduced
16
Closed
5
Calls
$322K
Puts
$71K
Net Calls
+$251K
Net Calls Change
+$38K

Top Buyers

1
SIS
1
Sound Income Strategies
Florida
$10.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$846K
3
VEA
3
Virtus ETF Advisers
New York
$751K
4
BlackRock
4
BlackRock
New York
$941K
5
BTI
5
Blue Trust Inc
Georgia
$409K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.98M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$0
3
QC
3
Quadrature Capital
United Kingdom
$333K
4
Millennium Management
4
Millennium Management
New York
$544K
5
TI
5
Tidal Investments
Wisconsin
$509K
Name Market Value Shares Shares
Change 		Shares
Change %
SIS
1
Sound Income Strategies
Florida
$10.1M 812,395 +58,463 +8%
AAM
2
Advisors Asset Management
Colorado
$2.59M 208,658 -2,715 -1%
UBS Group
3
UBS Group
Switzerland
$2.27M 183,110 +2,161 +1%
Legal & General Group
4
Legal & General Group
United Kingdom
$2.22M 179,085 +5,331 +3%
Morgan Stanley
5
Morgan Stanley
New York
$1.98M 159,295 -133,891 -46%
BCM
6
Basso Capital Management
Connecticut
$1.51M 122,138 – –
Two Sigma Investments
7
Two Sigma Investments
New York
$1.14M 92,065 -5,578 -6%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$1.13M 91,352 +6,000 +7%
GCM
9
Gables Capital Management
Florida
$1.11M 89,506 +1,100 +1%
RJA
10
Raymond James & Associates
Florida
$1.1M 88,558 -9,611 -10%
BlackRock
11
BlackRock
New York
$941K 75,872 +14,973 +25%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$846K 68,251 +31,832 +87%
Connor, Clark & Lunn Investment Management (CC&L)
13
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$845K 68,152 -9,737 -13%
VEA
14
Virtus ETF Advisers
New York
$751K 60,597 +15,383 +34%
AWS
15
Atria Wealth Solutions
New York
$694K 55,409 -3,139 -5%
LPL Financial
16
LPL Financial
California
$576K 46,432 -6,612 -12%
Millennium Management
17
Millennium Management
New York
$544K 43,906 -21,203 -33%
TI
18
Tidal Investments
Wisconsin
$509K 41,086 -16,656 -29%
BA
19
Bard Associates
Illinois
$436K 34,120 – –
BTI
20
Blue Trust Inc
Georgia
$409K 33,000 +9,995 +43%
Bank of America
21
Bank of America
North Carolina
$405K 32,650 – –
DCM
22
Dimension Capital Management
Florida
$394K 31,812 – –
SMH
23
Sanders Morris Harris
Texas
$388K 31,288 +1 +0%
QC
24
Quadrature Capital
United Kingdom
$333K 26,885 -35,758 -57%
IA
25
IFP Advisors
Florida
$312K 25,185 -240 -0.9%
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