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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 %
PI
76
PFG Investments
New York
$493K 38,911 +21,622 +125%
Stifel Financial
77
Stifel Financial
Missouri
$486K 38,337 +1,461 +4%
AWS
78
Atria Wealth Solutions
New York
$485K 37,204 +250 +0.7%
Connor, Clark & Lunn Investment Management (CC&L)
79
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$462K 36,472 +36,472 New
SWM
80
Spire Wealth Management
Virginia
$462K 36,425 +3,212 +10%
D.E. Shaw & Co
81
D.E. Shaw & Co
New York
$454K 35,797 +9,018 +34%
FCM
82
Fourpath Capital Management
Oklahoma
$435K 34,299 – –
IAIM
83
International Assets Investment Management
Florida
$422K 33,518 – –
CIC
84
Cornercap Investment Counsel
Georgia
$418K 32,995 – –
RJA
85
Raymond James & Associates
Florida
$414K 32,654 +1,641 +5%
CG
86
Caprock Group
Idaho
$402K 31,736 – –
CBC
87
Coombe, Bender & Co
New York
$400K 31,606 +305 +1%
OC
88
Oppenheimer & Co
New York
$400K 31,600 -1,235 -4%
Northern Trust
89
Northern Trust
Illinois
$390K 30,776 +12,279 +66%
NW
90
NewEdge Wealth
Pennsylvania
$379K 30,000 – –
BA
91
Bard Associates
Illinois
$370K 29,173 -525 -2%
BAMF
92
BI Asset Management Fondsmaeglerselskab
Denmark
$368K 29,083 – –
II
93
Inspire Investing
Idaho
$358K 28,269 -1,896 -6%
MSAM
94
Moloney Securities Asset Management
Missouri
$357K 28,171 -93 -0.3%
CA
95
Clearstead Advisors
Ohio
$319K 25,392 +25,392 New
MA
96
Mutual Advisors
Nebraska
$319K 25,139 -107 -0.4%
Citadel Advisors
97
Citadel Advisors
Florida
$318K 25,097 -188,778 -88%
Jane Street
98
Jane Street
New York
$291K 23,001 +8,274 +56%
Corient Private Wealth
99
Corient Private Wealth
Florida
$283K 22,330 -4,378 -16%
Empower Advisory Group
100
Empower Advisory Group
Colorado
$281K 22,206 – –
2 3
4
5 6