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New Mountain Finance
NMFC

Overview Fund Activity

175 hedge funds and large institutions have $436M invested in New Mountain Finance in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 44 reducing their positions, and 20 closing their positions.

Holders
175
Holders Change
+9
Holders Change %
+5.42%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
29
Increased
58
Reduced
44
Closed
20
Calls
$913K
Puts
$109K
Net Calls
+$804K
Net Calls Change
+$257K

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$15M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$13.1M
3
MFG
3
Merit Financial Group
Georgia
$3.3M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$38.6M
5
TP
5
Tranquility Partners
Tennessee
$3.59M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.8M
2
SAG
2
SageView Advisory Group
California
$1.65M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
FFN
4
Focus Financial Network
Minnesota
$0
5
C
5
Cliffwater
California
$5.39M
Name Market Value Shares Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$3.38M 267,087 -5,810 -2%
MFG
27
Merit Financial Group
Georgia
$3.3M 259,520 +259,520 New
Wells Fargo
28
Wells Fargo
California
$2.95M 233,095 -18,291 -7%
Tudor Investment Corp
29
Tudor Investment Corp
Connecticut
$2.89M 227,829 -1,518 -0.7%
LPL Financial
30
LPL Financial
California
$2.78M 219,044 +81,998 +60%
Ameriprise
31
Ameriprise
Minnesota
$2.58M 203,494 +47,955 +31%
PIWA
32
Prevail Innovative Wealth Advisors
Kansas
$2.55M 201,064 +17,352 +9%
RA
33
Rockingstone Advisors
Massachusetts
$2.49M 196,670 -4,275 -2%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$2.26M 178,371 -57,215 -24%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$2.22M 175,901 -157,981 -47%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$2.02M 159,037 -15,338 -9%
OFA
37
Oak Family Advisors
Illinois
$1.89M 149,364 +95,208 +176%
MCCA
38
Mill Creek Capital Advisors
Pennsylvania
$1.89M 149,000 +149,000 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.85M 146,152 -7,956 -5%
MCM
40
McKinley Capital Management
Alaska
$1.7M 133,865 -5,000 -4%
GA
41
GraniteShares Advisors
New York
$1.67M 131,683 +16,758 +15%
SAG
42
SageView Advisory Group
California
$1.65M 2,712 -16,209 -86%
EIP
43
Epoch Investment Partners
New York
$1.64M 129,542 – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1.57M 124,225 -18,695 -13%
AIMCA
45
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.54M 121,800 – –
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.52M 119,726 +2,032 +2%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.51M 119,289 -11,277 -9%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$1.4M 110,439 +110,439 New
MPPLM
49
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.38M 108,830 +21,522 +25%
Canada Life
50
Canada Life
Manitoba, Canada
$1.29M 101,576 +22,075 +28%
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