WhiteHorse Finance, Inc. - COM (WHF)

CUSIP: 96524V106

Q1 2018 13F Holders as of 31 Mar 2018

Share change
-243,488
SEC-reported price per share
$12.42
Number of holders
30
Value change
-$3,278,400
Number of buys
10
Number of sells
18

Security key

96524V106

Report period

Q1 2018

Institutions

30

Top holders

10

Ownership snapshot

Top reported holders of WHF - WhiteHorse Finance, Inc. - COM (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Advisors Asset Management...
Disclosed value leader
Advisors Asset Management...
Comparable rows
0/15
Latest evidence
31 Dec 2017
13F Highest disclosed value: $6,829,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

Advisors Asset Management, Inc. has the largest disclosed position value at $6.83M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Advisors Asset Management, Inc.'s linked filing trail.
Disclosed position value Top 5
Advisors Asset Management, Inc. $6.83M
MORGAN STANLEY $3.16M
UBS Group AG $2.87M
RESOURCE AMERICA, INC. $1.45M
Ativo Capital Management LLC $1.29M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Advisors Asset Management, Inc.
13F
Company
13F
class O/S missing
$6,829,000
508,869 shares
31 Dec 2017
MORGAN STANLEY
13F
Company
13F
class O/S missing
$3,160,000
235,451 shares
31 Dec 2017
UBS Group AG
13F
Company
13F
class O/S missing
$2,873,000
214,085 shares
31 Dec 2017
RESOURCE AMERICA, INC.
13F
Company
13F
class O/S missing
$1,447,186
107,838 shares
31 Dec 2017
Ativo Capital Management LLC
13F
Company
13F
class O/S missing
$1,289,000
96,029 shares
31 Dec 2017
TWO SIGMA ADVISERS, LP
13F
Company
13F
class O/S missing
$1,166,000
86,879 shares
31 Dec 2017
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2018

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
30
Shares
1,672,431
Rows available
30
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q1 2018 vs Q1 2018 Across Filers

Q1 2018 holders
30
Q1 2018 holders
30
Holder diff
0
Investor Q1 2018 Shares Q1 2018 Shares Share Diff Share Chg % Q1 2018 value Q1 2018 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .