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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 %
FFN
176
Focus Financial Network
Minnesota
– – -324,625 Closed
AM
177
Ares Management
California
– – -93,088 Closed
CG
178
Cynosure Group
Utah
– – -81,808 Closed
ECM
179
ExodusPoint Capital Management
New York
– – -78,798 Closed
CW
180
Connectus Wealth
Ohio
– – -63,910 Closed
HF
181
HRT Financial
New York
– – -45,953 Closed
WG
182
Winton Group
United Kingdom
– – -40,492 Closed
SPC
183
Sigma Planning Corp
Michigan
– – -33,197 Closed
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
– – -27,552 Closed
Squarepoint
185
Squarepoint
New York
– – -16,462 Closed
QT
186
Quantbot Technologies
New York
– – -15,766 Closed
GCP
187
GSA Capital Partners
United Kingdom
– – -15,222 Closed
VF
188
Virtu Financial
New York
– – -14,229 Closed
WA
189
Wambolt & Associates
Colorado
– – -13,973 Closed
MBFW
190
Morton Brown Family Wealth
Pennsylvania
– – -2,771 Closed
Simplex Trading
191
Simplex Trading
Illinois
$0 65 -524 -89%
AF
192
Advisornet Financial
Minnesota
– – -265 Closed
CAM
193
Creekmur Asset Management
Illinois
– – -207 Closed
WFA
194
West Financial Advisors
Iowa
– – -116 Closed
RAM
195
Riggs Asset Management
Pennsylvania
– – -29 Closed
HF
196
Halpern Financial
Virginia
– – – –
CWC
197
Carolinas Wealth Consulting
North Carolina
– – – –
4 5 6 7
8