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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 %
SPA
101
Shore Point Advisors
New Jersey
$277K 21,895 – –
Lido Advisors
102
Lido Advisors
California
$277K 21,880 +2,000 +10%
KCM
103
Kennedy Capital Management
Missouri
$274K 21,628 – –
BCA
104
Bay Colony Advisors
Massachusetts
$250K 19,704 +583 +3%
HIC
105
Hartline Investment Corp
Illinois
$250K 19,704 +19,704 New
CIBC Private Wealth Group
106
CIBC Private Wealth Group
Georgia
$249K 19,825 +19,825 New
RIL
107
Rothschild Investment LLC
Illinois
$247K 19,520 – –
SMH
108
Sanders Morris Harris
Texas
$245K 19,375 +19,375 New
AIM
109
Allen Investment Management
New York
$241K 19,010 – –
ECM
110
EMC Capital Management
Texas
$234K 18,470 -4,337 -19%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$233K 18,305 – –
CAG
112
Csenge Advisory Group
Florida
$227K 17,943 +17,943 New
N
113
Natixis
France
$217K 17,184 – –
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
$198K 15,640 +210 +1%
GFS
115
GYL Financial Synergies
Connecticut
$195K 15,430 -6,436 -29%
VT
116
Vise Technologies
New York
$195K 15,384 +15,384 New
WJWM
117
Williams Jones Wealth Management
New York
$190K 15,000 -2,000 -12%
EFS
118
Essex Financial Services
Connecticut
$180K 14,215 – –
XT
119
XTX Topco
Cayman Islands
$179K 14,126 +1,740 +14%
ProShare Advisors
120
ProShare Advisors
Maryland
$165K 13,035 +1,800 +16%
Creative Planning
121
Creative Planning
Kansas
$162K 12,753 +16 +0.1%
SI
122
Stephens Inc
Arkansas
$158K 12,500 +2,000 +19%
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$154K 12,159 +12,159 New
CAN
124
Cetera Advisor Networks
California
$145K 11,442 +11,442 New
AWAG
125
ARS Wealth Advisors Group
Florida
$144K 11,390 – –
3 4
5
6 7