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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 %
SEI Investments
51
SEI Investments
Pennsylvania
$1.15M +$128K +10,650 +12%
Macquarie Group
52
Macquarie Group
Australia
$1.14M – – –
CIC
53
Chilton Investment Company
Connecticut
$1.02M +$341K +28,500 +50%
EIP
54
Epoch Investment Partners
New York
$1.02M -$536K -44,763 -35%
Canada Life
55
Canada Life
Manitoba, Canada
$996K -$267K -22,259 -21%
BI
56
Bramshill Investments
Florida
$930K -$103K -8,619 -10%
SCI
57
Stableford Capital II
Arizona
$928K -$527 -45 -0.1%
CA
58
Clearstead Advisors
Ohio
$920K +$408K +34,040 +80%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$915K -$29.8K -2,489 -3%
TI
60
Trexquant Investment
Connecticut
$833K -$830K -69,255 -50%
KAS
61
Kestra Advisory Services
Texas
$759K +$25.6K +2,141 +3%
VEA
62
Virtus ETF Advisers
New York
$755K -$158K -13,203 -17%
GIM
63
Guild Investment Management
California
$721K – – –
VFA
64
Valeo Financial Advisors
Indiana
$717K – – –
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$688K +$25.4K +2,121 +4%
Geode Capital Management
66
Geode Capital Management
Massachusetts
$638K – – –
EAM
67
Everstar Asset Management
North Carolina
$617K +$617K +51,473 New
Goldman Sachs
68
Goldman Sachs
New York
$610K +$265K +22,109 +77%
KCFA
69
Key Client Fiduciary Advisors
New Jersey
$585K -$5.15K -430 -0.9%
Invesco
70
Invesco
Georgia
$582K +$33.7K +2,811 +6%
SWM
71
Spire Wealth Management
Virginia
$581K -$26.3K -2,195 -4%
WT
72
Whittier Trust
California
$576K – – –
Northern Trust
73
Northern Trust
Illinois
$574K +$405K +33,810 +240%
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$573K +$573K +47,848 New
Stifel Financial
75
Stifel Financial
Missouri
$565K +$28.6K +2,389 +5%
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