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New Mountain Finance

166 hedge funds and large institutions have $454M invested in New Mountain Finance in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+5
Holders Change %
+3.11%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
58
Reduced
46
Closed
16
Calls
$792K
Puts
$245K
Net Calls
+$547K
Net Calls Change
+$25K
Name Holding Trade Value Shares
Change
Shares
Change %
SI
126
Stephens Inc
Arkansas
$134K
Comerica Bank
127
Comerica Bank
Texas
$133K -$11.1K -875 -8%
BFA
128
Beaumont Financial Advisors
Massachusetts
$130K +$130K +10,199 New
Brown Advisory
129
Brown Advisory
Maryland
$127K
VV
130
Verity & Verity
South Carolina
$127K
SOW
131
State of Wyoming
Wyoming
$113K +$42K +3,301 +59%
Bessemer Group
132
Bessemer Group
New Jersey
$98K
IA
133
IFP Advisors
Florida
$93.8K +$8.38K +659 +10%
HI
134
Harbour Investments
Wisconsin
$80.7K +$9.73K +765 +14%
Barclays
135
Barclays
United Kingdom
$62K
SPIA
136
Steward Partners Investment Advisory
New York
$52.8K -$3.26K -256 -6%
Mercer Global Advisors
137
Mercer Global Advisors
Colorado
$46K +$46K +46,264 New
MBFW
138
Morton Brown Family Wealth
Pennsylvania
$35.3K +$35.3K +2,771 New
NA
139
NewEdge Advisors
Louisiana
$30.9K +$4.58K +360 +17%
PTC
140
Private Trust Company
Ohio
$25.9K
CIA
141
Cape Investment Advisory
Georgia
$21.8K +$21.8K +1,715 New
GWM
142
Geneos Wealth Management
Colorado
$19.8K +$19.8K +1,553 New
CFGS
143
Concourse Financial Group Securities
Alabama
$17.8K
Nomura Asset Management
144
Nomura Asset Management
Japan
$14.6K
HNB
145
Huntington National Bank
Ohio
$14K
QL
146
Quarry LP
New York
$13K +$13K +1,024 New
FHA
147
First Horizon Advisors
Tennessee
$12.7K
EWA
148
EverSource Wealth Advisors
Alabama
$11.8K
SIS
149
Sound Income Strategies
Florida
$10.2K
HGERS
150
Householder Group Estate & Retirement Specialist
Arizona
$9K