NMFC icon

New Mountain Finance
NMFC

Overview Fund Activity

168 hedge funds and large institutions have $382M invested in New Mountain Finance in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
–
Holders Change %
0%
% of All Funds
2.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
55
Reduced
51
Closed
25
Calls
$686K
Puts
$140K
Net Calls
+$546K
Net Calls Change
-$537K

Top Buyers

1
Invesco
1
Invesco
Georgia
$11.1M
2
Millennium Management
2
Millennium Management
New York
$5.85M
3
NW
3
Naviter Wealth
Arkansas
$2.13M
4
Franklin Resources
4
Franklin Resources
California
$4.08M
5
DWT
5
Dorsey & Whitney Trust
South Dakota
$1.53M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$29.9M
2
BGIM
2
Brandywine Global Investment Management
Pennsylvania
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$12.5M
4
IAIM
4
International Assets Investment Management
Florida
$354K
5
TP
5
Tranquility Partners
Tennessee
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Geode Capital Management
76
Geode Capital Management
Massachusetts
$600K – – –
KCFA
77
Key Client Fiduciary Advisors
New Jersey
$556K +$6.43K +571 +1%
WT
78
Whittier Trust
California
$542K – – –
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$533K +$327K +29,050 +159%
Lido Advisors
80
Lido Advisors
California
$513K +$13.5K +1,199 +3%
N
81
Natixis
France
$477K +$170 +15 +0%
Squarepoint
82
Squarepoint
New York
$454K +$291K +25,886 +180%
SWM
83
Spire Wealth Management
Virginia
$425K -$122K -10,807 -22%
EAM
84
Everstar Asset Management
North Carolina
$417K -$162K -14,398 -28%
FFA
85
Farther Finance Advisors
California
$404K +$245K +21,775 +154%
II
86
Inspire Investing
Idaho
$399K +$13.4K +1,188 +3%
PI
87
PFG Investments
New York
$397K -$2K -178 -0.5%
FCM
88
Fourpath Capital Management
Oklahoma
$386K – – –
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$370K +$4.56K +405 +1%
SA
90
Sanctuary Advisors
Indiana
$370K -$625 -54 -0.2%
MA
91
Mutual Advisors
Nebraska
$364K -$2.96K -264 -0.8%
CG
92
Caprock Group
Idaho
$357K – – –
IAIM
93
International Assets Investment Management
Florida
$354K -$3.89M -343,228 -92%
OC
94
Oppenheimer & Co
New York
$351K +$41.8K +3,708 +14%
MSAM
95
Moloney Securities Asset Management
Missouri
$341K +$4.39K +390 +1%
Fayez Sarofim & Co
96
Fayez Sarofim & Co
Texas
$341K – – –
NW
97
NewEdge Wealth
Pennsylvania
$338K – – –
TI
98
TrueMark Investments
Illinois
$320K +$320K +28,446 New
BA
99
Bard Associates
Illinois
$309K -$19.1K -1,700 -6%
UBP
100
Union Bancaire Privee
Switzerland
$309K +$309K +27,419 New
2 3
4
5 6