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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 %
WAM
76
WFA Asset Management
Wisconsin
$488K -$7.61K -622 -2%
PI
77
PFG Investments
New York
$483K +$7.14K +583 +1%
RJA
78
Raymond James & Associates
Florida
$481K +$80.8K +6,605 +20%
WS
79
Wedbush Securities
California
$473K -$411K -33,598 -46%
AWS
80
Atria Wealth Solutions
New York
$440K -$15.3K -1,250 -3%
FCM
81
Fourpath Capital Management
Oklahoma
$420K – – –
SSA
82
Schonfeld Strategic Advisors
New York
$419K -$564K -46,100 -57%
CIC
83
Cornercap Investment Counsel
Georgia
$414K +$9.67K +790 +2%
IAIM
84
International Assets Investment Management
Florida
$410K – – –
SA
85
Sanctuary Advisors
Indiana
$404K +$404K +31,776 New
CBC
86
Coombe, Bender & Co
New York
$397K +$10.4K +851 +3%
MA
87
Mutual Advisors
Nebraska
$396K +$83.3K +6,708 +27%
OC
88
Oppenheimer & Co
New York
$392K +$5.29K +432 +1%
CG
89
Caprock Group
Idaho
$388K – – –
MSAM
90
Moloney Securities Asset Management
Missouri
$376K +$31.5K +2,571 +9%
NW
91
NewEdge Wealth
Pennsylvania
$367K – – –
BA
92
Bard Associates
Illinois
$357K – – –
BAMF
93
BI Asset Management Fondsmaeglerselskab
Denmark
$356K – – –
Goldman Sachs
94
Goldman Sachs
New York
$353K +$353K +28,847 New
II
95
Inspire Investing
Idaho
$350K +$4.04K +330 +1%
BNP Paribas Asset Management
96
BNP Paribas Asset Management
France
$336K +$336K +27,435 New
DTL
97
Dynamic Technology Lab
Singapore
$332K -$823K -67,151 -71%
ACM
98
Aquatic Capital Management
Illinois
$328K +$289K +23,600 +738%
Creative Planning
99
Creative Planning
Kansas
$324K +$168K +13,702 +107%
Lido Advisors
100
Lido Advisors
California
$319K +$50.9K +4,159 +19%
2 3
4
5 6