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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 %
Empower Advisory Group
101
Empower Advisory Group
Colorado
$266K – – –
SPA
102
Shore Point Advisors
New Jersey
$262K – – –
KCM
103
Kennedy Capital Management
Missouri
$259K – – –
BAMF
104
BI Asset Management Fondsmaeglerselskab
Denmark
$258K -$90.1K -7,529 -26%
Qube Research & Technologies (QRT)
105
Qube Research & Technologies (QRT)
United Kingdom
$244K -$472K -39,400 -66%
CIBC Private Wealth Group
106
CIBC Private Wealth Group
Georgia
$238K – – –
RIL
107
Rothschild Investment LLC
Illinois
$234K – – –
SMH
108
Sanders Morris Harris
Texas
$232K – – –
AIM
109
Allen Investment Management
New York
$228K – – –
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$220K – – –
BCA
111
Bay Colony Advisors
Massachusetts
$220K -$9.62K -803 -4%
GFS
112
GYL Financial Synergies
Connecticut
$210K -$9.34K -780 -4%
SAG
113
SageView Advisory Group
California
$203K -$9.3K -776 -4%
GCA
114
Genesee Capital Advisors
New York
$198K +$198K +16,508 New
ProShare Advisors
115
ProShare Advisors
Maryland
$186K +$7.21K +602 +4%
VT
116
Vise Technologies
New York
$184K – – –
WJWM
117
Williams Jones Wealth Management
New York
$180K – – –
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$180K +$180K +15,000 New
Squarepoint
119
Squarepoint
New York
$173K +$173K +14,406 New
FFA
120
Farther Finance Advisors
California
$169K +$169K +14,110 New
WSFS
121
Wilmington Savings Fund Society
Delaware
$168K +$168K +14,000 New
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$167K -$1.26K -105 -0.7%
EFS
123
Essex Financial Services
Connecticut
$165K -$24.6K -2,124 -13%
Creative Planning
124
Creative Planning
Kansas
$159K -$158K -13,150 -50%
NWA
125
Navis Wealth Advisors
New York
$156K +$156K +13,000 New
3 4
5
6 7