We are live on ! Find out more
NMFC icon

New Mountain Finance

164 hedge funds and large institutions have $440M 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

1,166% more call options, than puts

Call options by funds: $1.2M | Put options by funds: $95K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 34

0.32% less ownership

Funds ownership: 34.22%33.9% (-0.32%)

1% less capital invested

Capital invested by funds: $447M → $440M (-$6.69M)

7% less funds holding

Funds holding: 176164 (-12)

41% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 27

Holders
164
Holders Change
-12
Holders Change %
-6.82%
% 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
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Clearstead Advisors
Ohio
$524K +$218K +17,383 +68%
WAM
77
WFA Asset Management
Wisconsin
$488K -$7.79K -622 -2%
PI
78
PFG Investments
New York
$483K +$7.31K +583 +1%
RJA
79
Raymond James & Associates
Florida
$481K +$82.8K +6,605 +20%
WS
80
Wedbush Securities
California
$473K -$421K -33,598 -46%
AWS
81
Atria Wealth Solutions
New York
$440K -$15.7K -1,250 -3%
FCM
82
Fourpath Capital Management
Oklahoma
$420K
SSA
83
Schonfeld Strategic Advisors
New York
$419K -$578K -46,100 -57%
CIC
84
Cornercap Investment Counsel
Georgia
$414K +$9.9K +790 +2%
IAIM
85
International Assets Investment Management
Florida
$410K
SA
86
Sanctuary Advisors
Indiana
$404K +$398K +31,776 New
CBC
87
Coombe, Bender & Co
New York
$397K +$10.7K +851 +3%
MA
88
Mutual Advisors
Nebraska
$396K +$84.1K +6,708 +27%
OC
89
Oppenheimer & Co
New York
$392K +$5.41K +432 +1%
CG
90
Caprock Group
Idaho
$388K
MSAM
91
Moloney Securities Asset Management
Missouri
$376K +$32.2K +2,571 +9%
NW
92
NewEdge Wealth
Pennsylvania
$367K
BA
93
Bard Associates
Illinois
$357K
BAMF
94
BI Asset Management Fondsmaeglerselskab
Denmark
$356K
Goldman Sachs
95
Goldman Sachs
New York
$353K +$361K +28,847 New
II
96
Inspire Investing
Idaho
$350K +$4.13K +330 +1%
BNP Paribas Asset Management
97
BNP Paribas Asset Management
France
$336K +$344K +27,435 New
DTL
98
Dynamic Technology Lab
Singapore
$332K -$841K -67,151 -71%
ACM
99
Aquatic Capital Management
Illinois
$328K +$296K +23,600 +738%
Creative Planning
100
Creative Planning
Kansas
$324K +$172K +13,702 +107%

NMFC Hedge Fund Activity: Q2 2024 in Review

164 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in New Mountain Finance (NMFC) for Q2 2024, worth a combined $440M — down 1.5% from $447M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of NMFC and 16 opened new positions — a net loss of 11 holders — while 34 trimmed existing stakes and 68 added.

The largest buyer was VanEck Associates, adding an estimated $4.63M. The largest seller was Two Sigma Investments, cutting an estimated $3.88M.

  • 164 institutional investors held New Mountain Finance (NMFC) as of Q2 2024, down from 176 in Q1 2024.
  • Funds reported $440M of New Mountain Finance stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 16 funds opened new New Mountain Finance positions in Q2 2024 and 27 closed out, a net change of -11 holders.
  • The largest New Mountain Finance buyer in Q2 2024 was VanEck Associates, an estimated $4.63M added.
  • The largest New Mountain Finance seller in Q2 2024 was Two Sigma Investments, an estimated $3.88M sold.

Based on aggregated 13F filings for Q2 2024.