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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 %
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$561K +$18.9K +1,600 +3%
Lido Advisors
77
Lido Advisors
California
$531K +$219K +18,319 +70%
N
78
Natixis
France
$505K +$293K +24,514 +139%
WAM
79
WFA Asset Management
Wisconsin
$488K +$9.87K +824 +2%
RJA
80
Raymond James & Associates
Florida
$461K -$9.64K -805 -2%
PI
81
PFG Investments
New York
$425K -$48.2K -4,026 -10%
FCM
82
Fourpath Capital Management
Oklahoma
$411K – – –
II
83
Inspire Investing
Idaho
$411K +$67.9K +5,668 +20%
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$389K +$130K +10,881 +50%
CG
85
Caprock Group
Idaho
$380K – – –
MA
86
Mutual Advisors
Nebraska
$379K +$9.81K +846 +3%
SA
87
Sanctuary Advisors
Indiana
$376K +$2.73K +232 +0.7%
Jane Street
88
Jane Street
New York
$375K +$375K +31,341 New
AWS
89
Atria Wealth Solutions
New York
$366K -$64.7K -5,400 -15%
Fayez Sarofim & Co
90
Fayez Sarofim & Co
Texas
$363K +$363K +30,272 New
NW
91
NewEdge Wealth
Pennsylvania
$359K – – –
MSAM
92
Moloney Securities Asset Management
Missouri
$358K -$10.2K -854 -3%
PP
93
Paloma Partners
Connecticut
$351K +$351K +29,319 New
WS
94
Wedbush Securities
California
$351K -$113K -9,400 -24%
BA
95
Bard Associates
Illinois
$349K – – –
OC
96
Oppenheimer & Co
New York
$329K -$54.7K -4,566 -14%
HF
97
HRT Financial
New York
$313K -$1.22M -102,045 -80%
SI
98
Stephens Inc
Arkansas
$305K +$30K +2,500 +11%
ECM
99
EMC Capital Management
Texas
$270K -$353K -10,462 -57%
JF
100
Jump Financial
Illinois
$267K +$267K +22,310 New
2 3
4
5 6