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New Mountain Finance
NMFC

Overview Fund Activity

168 hedge funds and large institutions have $414M invested in New Mountain Finance in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
26
Increased
46
Reduced
55
Closed
18
Calls
$1.11M
Puts
$22K
Net Calls
+$1.08M
Net Calls Change
-$25K

Top Buyers

1
AM
1
Ares Management
California
$5.89M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$40.4M
3
Franklin Resources
3
Franklin Resources
California
$2.61M
4
SSA
4
Schonfeld Strategic Advisors
New York
$2.6M
5
VanEck Associates
5
VanEck Associates
New York
$26M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.4M
2
C
2
Cliffwater
California
$144K
3
Tudor Investment Corp
3
Tudor Investment Corp
Connecticut
$0
4
Millennium Management
4
Millennium Management
New York
$3.08M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$9.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
26
Advisors Asset Management
Colorado
$3.13M -$104K -8,693 -3%
MFG
27
Merit Financial Group
Georgia
$3.12M +$15K +1,249 +0.5%
Millennium Management
28
Millennium Management
New York
$3.08M -$2.39M -199,910 -44%
Wells Fargo
29
Wells Fargo
California
$2.74M -$65.9K -5,503 -2%
Franklin Resources
30
Franklin Resources
California
$2.61M +$2.61M +223,891 New
SSA
31
Schonfeld Strategic Advisors
New York
$2.6M +$2.19M +182,490 +534%
Ameriprise
32
Ameriprise
Minnesota
$2.41M +$28.6K +2,384 +1%
HWAM
33
Hennion & Walsh Asset Management
New Jersey
$2.32M +$815K +67,990 +54%
LPL Financial
34
LPL Financial
California
$2.3M -$313K -26,166 -12%
PIWA
35
Prevail Innovative Wealth Advisors
Kansas
$2.29M -$30.8K -2,567 -1%
GA
36
GraniteShares Advisors
New York
$2.15M +$350K +29,183 +19%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$2.02M -$73.7K -6,156 -4%
FNT
38
First National Trust
Pennsylvania
$1.92M +$964K +80,451 +101%
RA
39
Rockingstone Advisors
Massachusetts
$1.89M -$121K -10,115 -6%
MCCA
40
Mill Creek Capital Advisors
Pennsylvania
$1.79M – – –
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.71M +$153K +12,736 +10%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$1.69M -$194K -16,156 -10%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$1.67M -$19K -1,588 -1%
MPPLM
44
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.6M +$118K +9,886 +8%
DA
45
Denali Advisors
California
$1.59M +$1.59M +132,764 New
OFA
46
Oak Family Advisors
Illinois
$1.57M -$229K -19,104 -13%
AIMCA
47
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.46M – – –
Citadel Advisors
48
Citadel Advisors
Florida
$1.41M -$349K -29,106 -20%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$1.29M +$40.4K +3,375 +3%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$1.22M -$202K -16,831 -14%
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