NMFC icon

New Mountain Finance
NMFC

Overview Fund Activity

163 hedge funds and large institutions have $430M invested in New Mountain Finance in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 34 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-12
Holders Change %
-6.86%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
68
Reduced
34
Closed
27
Calls
$1.2M
Puts
$95K
Net Calls
+$1.11M
Net Calls Change
+$304K

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$25.5M
2
UBS Group
2
UBS Group
Switzerland
$6.51M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$3.84M
4
HF
4
HRT Financial
New York
$1.57M
5
Cerity Partners
5
Cerity Partners
New York
$45.6M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$10.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$24M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$0
4
DCM
4
Dimension Capital Management
Florida
$13.2M
5
DTL
5
Dynamic Technology Lab
Singapore
$332K
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$3.81M +$540K +44,114 +17%
AAM
27
Advisors Asset Management
Colorado
$3.31M -$544K -44,446 -14%
MFG
28
Merit Financial Group
Georgia
$3.18M – – –
Wells Fargo
29
Wells Fargo
California
$2.87M +$18.5K +1,514 +0.6%
Tudor Investment Corp
30
Tudor Investment Corp
Connecticut
$2.72M -$70.4K -5,748 -3%
LPL Financial
31
LPL Financial
California
$2.67M -$15.4K -1,260 -0.6%
Ameriprise
32
Ameriprise
Minnesota
$2.44M -$53.4K -4,364 -2%
PIWA
33
Prevail Innovative Wealth Advisors
Kansas
$2.37M -$88.4K -7,224 -4%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$2.14M -$40K -3,265 -2%
RA
35
Rockingstone Advisors
Massachusetts
$2.05M -$356K -29,047 -15%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$1.92M -$26.5K -2,167 -1%
GA
37
GraniteShares Advisors
New York
$1.84M +$230K +18,762 +14%
OFA
38
Oak Family Advisors
Illinois
$1.84M +$12.5K +1,020 +0.7%
MCCA
39
Mill Creek Capital Advisors
Pennsylvania
$1.82M – – –
Citadel Advisors
40
Citadel Advisors
Florida
$1.79M +$1.48M +121,289 +483%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.72M -$68.8K -5,624 -4%
TI
42
Trexquant Investment
Connecticut
$1.7M +$596K +48,661 +54%
MCM
43
McKinley Capital Management
Alaska
$1.66M +$23K +1,883 +1%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.59M +$125K +10,207 +9%
EIP
45
Epoch Investment Partners
New York
$1.59M – – –
HF
46
HRT Financial
New York
$1.57M +$1.57M +128,172 New
HWAM
47
Hennion & Walsh Asset Management
New Jersey
$1.54M +$385K +31,491 +34%
MPPLM
48
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.51M +$177K +14,467 +13%
AIMCA
49
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.49M – – –
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$1.46M -$3.45K -282 -0.2%
1
2
3 4 5