NMFC icon

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 %
Macquarie Group
51
Macquarie Group
Australia
$1.21M 95,300 – –
DTL
52
Dynamic Technology Lab
Singapore
$1.19M 94,253 +94,253 New
HWAM
53
Hennion & Walsh Asset Management
New Jersey
$1.19M 93,968 -17,637 -16%
TI
54
Trexquant Investment
Connecticut
$1.14M 90,167 +22,899 +34%
BI
55
Bramshill Investments
Florida
$1.12M 88,007 -9,056 -9%
Qube Research & Technologies (QRT)
56
Qube Research & Technologies (QRT)
United Kingdom
$1.09M 85,980 +40,100 +87%
SSA
57
Schonfeld Strategic Advisors
New York
$1.02M 80,300 +65,200 +432%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$989K 78,095 +6,148 +9%
SEI Investments
59
SEI Investments
Pennsylvania
$917K 72,364 -105 -0.1%
WS
60
Wedbush Securities
California
$916K 72,259 -6,800 -9%
MM
61
MQS Management
New York
$784K 61,879 +47,018 +316%
VFA
62
Valeo Financial Advisors
Indiana
$761K 59,850 – –
CIC
63
Chilton Investment Company
Connecticut
$722K 57,020 +30,000 +111%
GIM
64
Guild Investment Management
California
$721K 55,315 +10 +0%
KAS
65
Kestra Advisory Services
Texas
$703K 55,470 +36,996 +200%
VEA
66
Virtus ETF Advisers
New York
$676K 53,359 +16,862 +46%
Geode Capital Management
67
Geode Capital Management
Massachusetts
$675K 53,270 – –
JF
68
Jump Financial
Illinois
$633K 49,976 +49,976 New
KCFA
69
Key Client Fiduciary Advisors
New Jersey
$614K 48,500 -750 -2%
WT
70
Whittier Trust
California
$609K 48,095 – –
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$589K 46,516 +46,516 New
Invesco
72
Invesco
Georgia
$561K 44,278 +4,768 +12%
WAM
73
WFA Asset Management
Wisconsin
$513K 40,504 -3,645 -8%
SW
74
SVB Wealth
Massachusetts
$507K 40,052 +7,125 +22%
SCI
75
Stableford Capital II
Arizona
$505K 39,873 +39,873 New
1 2
3
4 5