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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 %
Canada Life
51
Canada Life
Manitoba, Canada
$1.29M +$43.7K +3,568 +4%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$1.28M -$243K -19,874 -16%
Macquarie Group
53
Macquarie Group
Australia
$1.17M – – –
BI
54
Bramshill Investments
Florida
$1.06M -$21K -1,719 -2%
SEI Investments
55
SEI Investments
Pennsylvania
$1.05M +$163K +13,344 +18%
SCI
56
Stableford Capital II
Arizona
$986K +$491K +39,466 +99%
FNT
57
First National Trust
Pennsylvania
$974K +$974K +79,554 New
RJFSA
58
Raymond James Financial Services Advisors
Florida
$966K +$9.94K +812 +1%
VEA
59
Virtus ETF Advisers
New York
$933K +$280K +22,871 +43%
YIH
60
Y-Intercept (HK)
Hong Kong
$892K +$761K +62,156 +581%
GIM
61
Guild Investment Management
California
$737K +$59.7K +4,875 +9%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$734K +$734K +59,964 New
VFA
63
Valeo Financial Advisors
Indiana
$733K – – –
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$732K -$321K -26,207 -30%
KAS
65
Kestra Advisory Services
Texas
$698K +$65.7K +5,760 +10%
CIC
66
Chilton Investment Company
Connecticut
$698K – – –
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$677K +$108K +8,827 +19%
Geode Capital Management
68
Geode Capital Management
Massachusetts
$652K – – –
SWM
69
Spire Wealth Management
Virginia
$621K +$175K +14,277 +39%
KCFA
70
Key Client Fiduciary Advisors
New Jersey
$603K +$9.13K +746 +2%
GCP
71
GSA Capital Partners
United Kingdom
$596K +$596K +48,675 New
WT
72
Whittier Trust
California
$589K – – –
Invesco
73
Invesco
Georgia
$560K +$18.3K +1,497 +3%
Stifel Financial
74
Stifel Financial
Missouri
$548K +$78.5K +6,412 +17%
CA
75
Clearstead Advisors
Ohio
$524K +$213K +17,383 +68%
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3
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