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New Mountain Finance

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
Name Holding Trade Value Shares
Change
Shares
Change %
AWAG
126
ARS Wealth Advisors Group
Florida
$132K -$7.34K -600 -5%
BFA
127
Beaumont Financial Advisors
Massachusetts
$131K +$6.45K +527 +5%
ASN
128
Advisory Services Network
Georgia
$124K
Brown Advisory
129
Brown Advisory
Maryland
$122K
VV
130
Verity & Verity
South Carolina
$122K
Comerica Bank
131
Comerica Bank
Texas
$120K -$16.8K -1,373 -12%
CT
132
Clearstead Trust
Maine
$97.8K +$97.8K +7,994 New
Bessemer Group
133
Bessemer Group
New Jersey
$94K
IA
134
IFP Advisors
Florida
$92.1K +$1.84K +150 +2%
HI
135
Harbour Investments
Wisconsin
$77.7K
SPIA
136
Steward Partners Investment Advisory
New York
$63.4K +$3.43K +280 +6%
AWM
137
Avior Wealth Management
Nebraska
$62.2K +$14.5K +1,187 +30%
Barclays
138
Barclays
United Kingdom
$60K
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
$45.8K
QL
140
Quarry LP
New York
$40.5K +$16.4K +1,342 +68%
CFM
141
Catalyst Funds Management
Australia
$36.7K +$36.7K +3,000 New
NA
142
NewEdge Advisors
Louisiana
$25.3K -$4.41K -360 -15%
SFC
143
Strategic Financial Concepts
Texas
$20.9K +$20.9K +20,337 New
GWM
144
Geneos Wealth Management
Colorado
$19K
CFGS
145
Concourse Financial Group Securities
Alabama
$17.1K
HNB
146
Huntington National Bank
Ohio
$13.5K
FHA
147
First Horizon Advisors
Tennessee
$12.2K
TSWM
148
Tyler-Stone Wealth Management
Ohio
$12.2K
EWA
149
EverSource Wealth Advisors
Alabama
$11.5K
NC
150
nVerses Capital
Florida
$11K +$11K +900 New