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New Mountain Finance
NMFC

Overview Fund Activity

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

Top Buyers

1
VanEck Associates
VanEck Associates
New York
$25.5M
2
UBS Group
UBS Group
Switzerland
$6.51M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$3.84M
4
HF
HRT Financial
New York
$1.57M
5
Cerity Partners
Cerity Partners
New York
$45.6M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
$10.7M
2
Morgan Stanley
Morgan Stanley
New York
$24M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$0
4
DCM
Dimension Capital Management
Florida
$13.2M
5
DTL
Dynamic Technology Lab
Singapore
$332K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
151
Sound Income Strategies
Florida
$9.79K – – –
Kayne Anderson Rudnick Investment Management
152
Kayne Anderson Rudnick Investment Management
California
$9.69K +$9.69K +792 New
LFG
153
Larson Financial Group
Missouri
$9.55K +$6.99K +571 +273%
HGERS
154
Householder Group Estate & Retirement Specialist
Arizona
$8K – – –
TSMHT
155
Thurston Springer Miller Herd & Titak
Indiana
$6.12K +$6.12K +500 New
BTC
156
Bank & Trust Company
Illinois
$5.17K +$5.17K +422 New
CCC
157
Chelsea Counsel Company
California
$4.16K +$4.16K +340 New
PA
158
Parallel Advisors
California
$3.67K – – –
TIM
159
Tortoise Investment Management
New York
$2.59K +$61 +5 +2%
HCP
160
Hexagon Capital Partners
Arkansas
$1.84K – – –
BFEC
161
Benjamin F. Edwards & Company
Missouri
$1K +$22 +2 +2%
HI
162
Horizon Investments
North Carolina
$416 – – –
Citigroup
163
Citigroup
New York
$61 – – –
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
– -$1.4M -110,439 Closed
MM
165
MQS Management
New York
– -$784K -61,879 Closed
JF
166
Jump Financial
Illinois
– -$633K -49,976 Closed
Connor, Clark & Lunn Investment Management (CC&L)
167
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$462K -36,472 Closed
D.E. Shaw & Co
168
D.E. Shaw & Co
New York
– -$454K -35,797 Closed
Jane Street
169
Jane Street
New York
– -$291K -23,001 Closed
HIC
170
Hartline Investment Corp
Illinois
– -$250K -19,704 Closed
FIA
171
FNY Investment Advisers
New York
– -$192 -15,200 Closed
XT
172
XTX Topco
Cayman Islands
– -$179K -14,126 Closed
Lazard Asset Management
173
Lazard Asset Management
New York
– -$126K -10,005 Closed
SOW
174
State of Wyoming
Wyoming
– -$120K -9,454 Closed
TRCT
175
Tower Research Capital (TRC)
New York
– -$65.9K -5,202 Closed
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