Security key
96524V106
- Security type / class
- Equity / COM
- Total 13F shares
- 3,811,693
- Total 13F value
- $27,043,271
- Share change
- -338,512
- SEC-reported price per share
- $7.08
- Number of holders
- 48
- Value change
- -$5,884,828
- Number of buys
- 29
- Number of sells
- 30
Report period
Q1 2020
Institutions
48
Top holders
10
WHF full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2020
Previous quarter: Q4 2019
WhiteHorse Finance, Inc. SEC filings
WhiteHorse Finance, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 96524V106
Recent filing periods:
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
UBS Group AG
Disclosed value leader
UBS Group AG
Comparable rows
0/15
Latest evidence
31 Dec 2019
13F
Highest disclosed value: $6,479,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
UBS Group AG has the largest disclosed position value at $6.48M.
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.
Disclosed position value
Top 5
UBS Group AG
$6.48M
ARES MANAGEMENT LLC
$6.2M
VIRTUS ADVISERS, LLC
$4.4M
RESOURCE AMERICA, INC.
$4.05M
Advisors Asset Management, Inc.
$3.85M
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 |
|---|---|---|---|---|---|
| UBS Group AG |
13F
Company
|
—
class O/S missing
|
$6,479,000
472,937 shares
|
— | 31 Dec 2019 |
| ARES MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$6,203,000
452,753 shares
|
— | 31 Dec 2019 |
| VIRTUS ADVISERS, LLC |
13F
Company
|
—
class O/S missing
|
$4,401,000
321,226 shares
|
— | 31 Dec 2019 |
| RESOURCE AMERICA, INC. |
13F
Company
|
—
class O/S missing
|
$4,053,000
295,854 shares
|
— | 31 Dec 2019 |
| Advisors Asset Management, Inc. |
13F
Company
|
—
class O/S missing
|
$3,854,000
281,312 shares
|
— | 31 Dec 2019 |
| TWO SIGMA INVESTMENTS, LP |
13F
Company
|
—
class O/S missing
|
$3,300,000
240,847 shares
|
— | 31 Dec 2019 |
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 2020
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
48
Shares
3,811,693
Rows available
48
| 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 2020 vs Q4 2019 Across Filers
Q4 2019 holders
55
Q1 2020 holders
48
Holder diff
-7
| Investor | Q4 2019 Shares | Q1 2020 Shares | Share Diff | Share Chg % | Q4 2019 value | Q1 2020 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend