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New Mountain Finance
NMFC

Overview Fund Activity

168 hedge funds and large institutions have $382M invested in New Mountain Finance in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
–
Holders Change %
0%
% of All Funds
2.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
55
Reduced
51
Closed
25
Calls
$686K
Puts
$140K
Net Calls
+$546K
Net Calls Change
-$537K

Top Buyers

1
Invesco
Invesco
Georgia
$11.1M
2
Millennium Management
Millennium Management
New York
$5.85M
3
NW
Naviter Wealth
Arkansas
$2.13M
4
Franklin Resources
Franklin Resources
California
$4.08M
5
DWT
Dorsey & Whitney Trust
South Dakota
$1.53M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$29.9M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
$0
3
Morgan Stanley
Morgan Stanley
New York
$12.5M
4
IAIM
International Assets Investment Management
Florida
$354K
5
TP
Tranquility Partners
Tennessee
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWA
126
New World Advisors
Massachusetts
$147K +$147K +13,047 New
NWA
127
Navis Wealth Advisors
New York
$146K – – –
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$140K -$17.3K -1,536 -11%
AWM
129
AE Wealth Management
Kansas
$126K +$126K +11,211 New
LFG
130
Larson Financial Group
Missouri
$123K +$121K +10,727 +4,746%
MM
131
MQS Management
New York
$123K +$123K +10,894 New
FRM
132
Fox Run Management
Connecticut
$114K +$114K +10,106 New
Brown Advisory
133
Brown Advisory
Maryland
$113K – – –
VV
134
Verity & Verity
South Carolina
$113K – – –
Comerica Bank
135
Comerica Bank
Texas
$104K -$10.5K -929 -9%
CT
136
Clearstead Trust
Maine
$95.1K +$2.64K +234 +3%
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$84.3K +$59.5K +5,288 +240%
HI
138
Harbour Investments
Wisconsin
$71.5K – – –
Citigroup
139
Citigroup
New York
$59.4K +$13.8K +1,223 +30%
AWM
140
Avior Wealth Management
Nebraska
$58.3K +$1.13K +100 +2%
MCM
141
MAI Capital Management
Ohio
$56.7K +$56.7K +5,034 New
Barclays
142
Barclays
United Kingdom
$55K – – –
WAM
143
WFA Asset Management
Wisconsin
$49.5K -$409K -36,307 -89%
Nomura Asset Management
144
Nomura Asset Management
Japan
$24.3K +$24.3K +2,161 New
NA
145
NewEdge Advisors
Louisiana
$23.3K – – –
QL
146
Quarry LP
New York
$19.8K +$16.2K +1,441 +456%
GWM
147
Geneos Wealth Management
Colorado
$17.5K – – –
CFGS
148
Concourse Financial Group Securities
Alabama
$16K – – –
HNB
149
Huntington National Bank
Ohio
$12.4K – – –
FHA
150
First Horizon Advisors
Tennessee
$11.3K – – –
4 5
6
7 8