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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 %
SW
101
SVB Wealth
Massachusetts
$310K -$181K -14,765 -37%
SI
102
Stephens Inc
Arkansas
$282K +$129K +10,500 +84%
Empower Advisory Group
103
Empower Advisory Group
Colorado
$272K – – –
SPA
104
Shore Point Advisors
New Jersey
$268K – – –
KCM
105
Kennedy Capital Management
Missouri
$265K – – –
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$264K +$72.8K +5,950 +38%
Corient Private Wealth
107
Corient Private Wealth
Florida
$264K -$9.69K -792 -4%
CIBC Private Wealth Group
108
CIBC Private Wealth Group
Georgia
$244K – – –
RIL
109
Rothschild Investment LLC
Illinois
$239K – – –
SMH
110
Sanders Morris Harris
Texas
$237K – – –
BCA
111
Bay Colony Advisors
Massachusetts
$234K -$6.94K -567 -3%
AIM
112
Allen Investment Management
New York
$233K – – –
ECM
113
EMC Capital Management
Texas
$226K – – –
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$226K – – –
GFS
115
GYL Financial Synergies
Connecticut
$224K +$35K +2,860 +19%
DM
116
Deerfield Management
New York
$223K +$223K +18,190 New
N
117
Natixis
France
$217K +$6.02K +489 +3%
SAG
118
SageView Advisory Group
California
$217K +$184K +15,010 +553%
EFS
119
Essex Financial Services
Connecticut
$197K +$25.8K +2,143 +15%
VT
120
Vise Technologies
New York
$188K – – –
WJWM
121
Williams Jones Wealth Management
New York
$184K – – –
ProShare Advisors
122
ProShare Advisors
Maryland
$182K +$22.8K +1,860 +14%
Northern Trust
123
Northern Trust
Illinois
$173K -$204K -16,672 -54%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$172K +$22.9K +1,874 +15%
CAG
125
Csenge Advisory Group
Florida
$171K -$48.6K -3,974 -22%
3 4
5
6 7