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New Mountain Finance

176 hedge funds and large institutions have $447M invested in New Mountain Finance in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

738% more call options, than puts

Call options by funds: $913K | Put options by funds: $109K

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

37% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 43

5% more funds holding

Funds holding: 167176 (+9)

1% more capital invested

Capital invested by funds: $441M → $447M (+$5.9M)

0.02% less ownership

Funds ownership: 34.24%34.22% (-0.02%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
176
Holders Change
+9
Holders Change %
+5.39%
% of All Funds
2.53%
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
59
Reduced
43
Closed
20
Calls
$913K
Puts
$109K
Net Calls
+$804K
Net Calls Change
+$257K

NMFC Hedge Fund Activity: Q1 2024 in Review

176 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in New Mountain Finance (NMFC) for Q1 2024, worth a combined $447M — up 1.3% from $441M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NMFC positions and 20 closed out — a net gain of 9 holders — while 59 added to existing stakes and 43 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $4.16M. The largest seller was Goldman Sachs, exiting entirely with an estimated $4.4M sold.

  • 176 institutional investors held New Mountain Finance (NMFC) as of Q1 2024, up from 167 in Q4 2023.
  • Funds reported $447M of New Mountain Finance stock for Q1 2024, up 1.3% quarter-over-quarter.
  • 29 funds opened new New Mountain Finance positions in Q1 2024 and 20 closed out, a net change of +9 holders.
  • The largest New Mountain Finance buyer in Q1 2024 was Two Sigma Investments, an estimated $4.16M added.
  • The largest New Mountain Finance seller in Q1 2024 was Goldman Sachs, an estimated $4.4M sold.

Based on aggregated 13F filings for Q1 2024.