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New Mountain Finance

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.

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
Name Holding Trade Value Shares
Change
Shares
Change %
KCM
176
Kennedy Capital Management
Missouri
-$259K -21,628 Closed
Qube Research & Technologies (QRT)
177
Qube Research & Technologies (QRT)
United Kingdom
-$244K -20,373 Closed
AIM
178
Allen Investment Management
New York
-$228K -19,010 Closed
BCA
179
Bay Colony Advisors
Massachusetts
-$220K -18,334 Closed
SAG
180
SageView Advisory Group
California
-$203K -16,946 Closed
GCA
181
Genesee Capital Advisors
New York
-$198K -16,508 Closed
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
-$180K -15,000 Closed
P
183
&Partners
Tennessee
-$148K -12,389 Closed
C
184
Cliffwater
California
-$144K -12,057 Closed
BFA
185
Beaumont Financial Advisors
Massachusetts
-$132K -11,002 Closed
AWAG
186
ARS Wealth Advisors Group
Florida
-$129K -10,790 Closed
QT
187
Quantbot Technologies
New York
-$129K -10,783 Closed
ASN
188
Advisory Services Network
Georgia
-$124K -10,136 Closed
CA
189
Claris Advisors
Missouri
-$26.2K -2,190 Closed
HGERS
190
Householder Group Estate & Retirement Specialist
Arizona
-$8K -733 Closed
W
191
WealthCollab
Washington
-$3.45K -288 Closed
JIP
192
Jaffetilchin Investment Partners
Florida
-$2.4K -200 Closed
SSB
193
Sandy Spring Bank
Maryland
-$899 -75 Closed