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New Mountain Finance
NMFC

Overview Fund Activity

168 hedge funds and large institutions have $382M invested in New Mountain Finance in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 25 closing their positions.

Holders
168
Holders Change
–
Holders Change %
0%
% of All Funds
2.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
55
Reduced
51
Closed
25
Calls
$686K
Puts
$140K
Net Calls
+$546K
Net Calls Change
-$537K

Top Buyers

1
Invesco
1
Invesco
Georgia
$11.1M
2
Millennium Management
2
Millennium Management
New York
$5.85M
3
NW
3
Naviter Wealth
Arkansas
$2.13M
4
Franklin Resources
4
Franklin Resources
California
$4.08M
5
DWT
5
Dorsey & Whitney Trust
South Dakota
$1.53M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$29.9M
2
BGIM
2
Brandywine Global Investment Management
Pennsylvania
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$12.5M
4
IAIM
4
International Assets Investment Management
Florida
$354K
5
TP
5
Tranquility Partners
Tennessee
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWAM
26
Hennion & Walsh Asset Management
New Jersey
$2.86M +$684K +60,732 +31%
AAM
27
Advisors Asset Management
Colorado
$2.58M -$366K -32,479 -12%
Wells Fargo
28
Wells Fargo
California
$2.57M -$11.4K -1,009 -0.4%
GA
29
GraniteShares Advisors
New York
$2.46M +$437K +38,786 +22%
Ameriprise
30
Ameriprise
Minnesota
$2.43M +$157K +13,957 +7%
Universal-Beteiligungs- und Servicegesellschaft
31
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.36M +$2.36M +209,500 New
NW
32
Naviter Wealth
Arkansas
$2.13M +$2.13M +189,129 New
Acadian Asset Management
33
Acadian Asset Management
Massachusetts
$2.09M -$1.46M -130,214 -41%
PIWA
34
Prevail Innovative Wealth Advisors
Kansas
$2.01M -$145K -12,899 -7%
LPL Financial
35
LPL Financial
California
$1.97M -$190K -16,844 -9%
TI
36
Trexquant Investment
Connecticut
$1.87M +$1.09M +96,831 +139%
FNT
37
First National Trust
Pennsylvania
$1.85M +$51.5K +4,574 +3%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$1.77M -$130K -11,562 -7%
Citadel Advisors
39
Citadel Advisors
Florida
$1.75M +$433K +38,454 +33%
MCCA
40
Mill Creek Capital Advisors
Pennsylvania
$1.68M – – –
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.62M +$8.17K +725 +0.5%
MPPLM
42
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.6M +$97.4K +8,650 +6%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.55M +$904K +80,309 +140%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$1.54M -$44.4K -3,945 -3%
DWT
45
Dorsey & Whitney Trust
South Dakota
$1.53M +$1.53M +135,462 New
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$1.41M +$869K +77,141 +161%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$1.39M -$178K -15,768 -11%
AIMCA
48
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.37M – – –
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.32M +$1.2M +106,517 +1,006%
DA
50
Denali Advisors
California
$1.19M -$301K -26,693 -20%
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