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WhiteHorse Finance
WHF

Overview Fund Activity

54 hedge funds and large institutions have $37.5M invested in WhiteHorse Finance in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
54
Holders Change
-8
Holders Change %
-12.9%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
25
Closed
12
Calls
$125K
Puts
$37K
Net Calls
+$88K
Net Calls Change
+$105K

Top Buyers

1
SIS
1
Sound Income Strategies
Florida
$10.4M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$886K
3
AAM
3
Advisors Asset Management
Colorado
$2.23M
4
Squarepoint
4
Squarepoint
New York
$566K
5
TI
5
Trexquant Investment
Connecticut
$353K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$590K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
QC
3
Quadrature Capital
United Kingdom
$0
4
Millennium Management
4
Millennium Management
New York
$552K
5
LPL Financial
5
LPL Financial
California
$158K
Name Market Value Shares Shares
Change 		Shares
Change %
SIS
1
Sound Income Strategies
Florida
$10.4M 895,062 +39,839 +5%
Two Sigma Advisers
2
Two Sigma Advisers
New York
$3.41M 294,652 -5,100 -2%
AAM
3
Advisors Asset Management
Colorado
$2.23M 192,908 +21,616 +13%
Two Sigma Investments
4
Two Sigma Investments
New York
$2.05M 177,220 -28,385 -14%
Legal & General Group
5
Legal & General Group
United Kingdom
$1.87M 161,758 -22,925 -12%
BCM
6
Basso Capital Management
Connecticut
$1.41M 122,138 – –
GCM
7
Gables Capital Management
Florida
$1.03M 89,006 -500 -0.6%
RJA
8
Raymond James & Associates
Florida
$964K 83,334 -11,557 -12%
VEA
9
Virtus ETF Advisers
New York
$889K 76,876 +493 +0.6%
Marshall Wace
10
Marshall Wace
United Kingdom
$886K 76,534 +23,819 +45%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$832K 71,871 -299 -0.4%
AWS
12
Atria Wealth Solutions
New York
$779K 65,169 +894 +1%
BlackRock
13
BlackRock
New York
$749K 64,747 -9,145 -12%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$687K 59,353 -12,118 -17%
Morgan Stanley
15
Morgan Stanley
New York
$590K 50,985 -114,107 -69%
Squarepoint
16
Squarepoint
New York
$566K 48,931 +19,850 +68%
UBS Group
17
UBS Group
Switzerland
$565K 48,876 -10,427 -18%
TI
18
Tidal Investments
Wisconsin
$559K 48,350 +3,330 +7%
Millennium Management
19
Millennium Management
New York
$552K 47,718 -41,183 -46%
BAMF
20
BI Asset Management Fondsmaeglerselskab
Denmark
$469K 40,499 +1,196 +3%
BTI
21
Blue Trust Inc
Georgia
$466K 38,000 +5,000 +15%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$419K 36,207 -9,746 -21%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$417K 36,011 +2,928 +9%
BA
24
Bard Associates
Illinois
$388K 32,470 -250 -0.8%
Bank of America
25
Bank of America
North Carolina
$378K 32,650 -208 -0.6%
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