NMFC icon

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 %
LC
151
Lindbrook Capital
California
$10.9K -$3.65M -324,396 -100%
EWA
152
EverSource Wealth Advisors
Alabama
$10.4K – – –
SIS
153
Sound Income Strategies
Florida
$9.01K – – –
HCP
154
Hexagon Capital Partners
Arkansas
$7.04K +$5.35K +475 +317%
TSMHT
155
Thurston Springer Miller Herd & Titak
Indiana
$5.63K – – –
BTC
156
Bank & Trust Company
Illinois
$4.75K – – –
CCC
157
Chelsea Counsel Company
California
$3.83K – – –
PA
158
Parallel Advisors
California
$3.38K – – –
IA
159
IFP Advisors
Florida
$3.34K – – –
SIM
160
Synergy Investment Management
Florida
$2.71K +$2.71K +241 New
Simplex Trading
161
Simplex Trading
Illinois
$2K +$2K +242 New
National Bank of Canada
162
National Bank of Canada
Quebec, Canada
$1.46K +$1.46K +130 New
WA
163
Whipplewood Advisors
Colorado
$1.33K +$1.33K +118 New
AF
164
Allworth Financial
California
$526 +$526 +46 New
TRCT
165
Tower Research Capital (TRC)
New York
$473 -$49.4K -4,387 -99%
CIAM
166
Caitong International Asset Management
Hong Kong
$79 +$79 +7 New
EC
167
Elequin Capital
New York
$23 -$587 -51 -96%
Fidelity Investments
168
Fidelity Investments
Massachusetts
$23 +$23 +2 New
BGIM
169
Brandywine Global Investment Management
Pennsylvania
– -$5.48M -470,297 Closed
OFA
170
Oak Family Advisors
Illinois
– -$1.57M -131,280 Closed
GIM
171
Guild Investment Management
California
– -$721K -60,190 Closed
Mercer Global Advisors
172
Mercer Global Advisors
Colorado
– -$561K -47,427 Closed
PP
173
Paloma Partners
Connecticut
– -$351K -29,319 Closed
SI
174
Stephens Inc
Arkansas
– -$305K -25,500 Closed
JF
175
Jump Financial
Illinois
– -$267K -22,310 Closed
4 5 6
7
8