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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 %
HNB
151
Huntington National Bank
Ohio
$14K 1,101 – –
FHA
152
First Horizon Advisors
Tennessee
$12.7K 1,000 – –
TSWM
153
Tyler-Stone Wealth Management
Ohio
$12.7K 1,000 +1,000 New
EWA
154
EverSource Wealth Advisors
Alabama
$11.6K 925 – –
SIS
155
Sound Income Strategies
Florida
$10.1K 800 – –
HGERS
156
Householder Group Estate & Retirement Specialist
Arizona
$9.29K 733 – –
IHWM
157
Iron Horse Wealth Management
Iowa
$8.87K 700 – –
Nomura Asset Management
158
Nomura Asset Management
Japan
$6.34K 500 -649 -56%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$6.34K 500 +500 New
Russell Investments Group
160
Russell Investments Group
United Kingdom
$5.69K 449 +449 New
PA
161
Parallel Advisors
California
$3.8K 300 – –
CIA
162
Cape Investment Advisory
Georgia
$3.5K 276 -1,439 -84%
EC
163
Elequin Capital
New York
$3.07K 242 +231 +2,100%
LFG
164
Larson Financial Group
Missouri
$2.65K 209 – –
TIM
165
Tortoise Investment Management
New York
$2.61K 206 +206 New
TC
166
Truvestments Capital
Florida
$1.97K 155 +155 New
HCP
167
Hexagon Capital Partners
Arkansas
$1.9K 150 – –
FFA
168
Farther Finance Advisors
California
$1.03K 82 -379 -82%
BFEC
169
Benjamin F. Edwards & Company
Missouri
$1K 89 +3 +3%
CA
170
Crewe Advisors
Utah
$976 77 +77 New
HI
171
Horizon Investments
North Carolina
$431 34 – –
Fidelity Investments
172
Fidelity Investments
Massachusetts
$216 17 +16 +1,600%
FIA
173
FNY Investment Advisers
New York
$192 15,200 +15,200 New
Citigroup
174
Citigroup
New York
$63 5 – –
Goldman Sachs
175
Goldman Sachs
New York
– – -345,769 Closed
4 5 6
7
8