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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 %
Comerica Bank
126
Comerica Bank
Texas
$142K 11,195 +720 +7%
YIH
127
Y-Intercept (HK)
Hong Kong
$136K 10,702 +10,702 New
BFA
128
Beaumont Financial Advisors
Massachusetts
$129K 10,199 – –
ASN
129
Advisory Services Network
Georgia
$128K 10,136 -4,121 -29%
Brown Advisory
130
Brown Advisory
Maryland
$127K 10,000 – –
VV
131
Verity & Verity
South Carolina
$127K 10,000 – –
Lazard Asset Management
132
Lazard Asset Management
New York
$126K 10,005 +10,005 New
SOW
133
State of Wyoming
Wyoming
$120K 9,454 +548 +6%
Bessemer Group
134
Bessemer Group
New Jersey
$97K 7,680 – –
IA
135
IFP Advisors
Florida
$93.4K 7,375 – –
HI
136
Harbour Investments
Wisconsin
$80.4K 6,348 – –
TRCT
137
Tower Research Capital (TRC)
New York
$65.9K 5,202 +4,562 +713%
SPIA
138
Steward Partners Investment Advisory
New York
$62.1K 4,903 +750 +18%
Barclays
139
Barclays
United Kingdom
$62K 4,900 – –
EC
140
EntryPoint Capital
New York
$52K 4,101 +4,101 New
PP
141
Pingora Partners
Wyoming
$50.7K 4,000 +4,000 New
AWM
142
Avior Wealth Management
Nebraska
$49.3K 3,894 +3,894 New
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$46K 45,827 -437 -0.9%
ACM
144
Aquatic Capital Management
Illinois
$40.5K 3,200 -17,300 -84%
HIM
145
Hillsdale Investment Management
Ontario, Canada
$39.8K 3,140 +3,140 New
NA
146
NewEdge Advisors
Louisiana
$30.7K 2,427 – –
PTC
147
Private Trust Company
Ohio
$25.8K 2,033 – –
QL
148
Quarry LP
New York
$24.9K 1,965 +941 +92%
GWM
149
Geneos Wealth Management
Colorado
$19.7K 1,553 – –
CFGS
150
Concourse Financial Group Securities
Alabama
$18.2K 1,400 – –
4 5
6
7 8