Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

New Mtn Fin Corp (NMFC)

144 + Investors. Track Smart Money conviction in NMFC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
2Q ▼
Buyers last Q
50%

Smart Money Signals — NMFC

Based on 145 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their NMFC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
145 funds currently hold this stock — 86% of the 3.0-year high of 168 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
17 fewer hedge funds hold NMFC compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

68 buying67 selling
Last quarter: 68 funds bought or added vs 67 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 23 → 44 → 23 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 23% medium ■ 19% new
85 out of 145 hedge funds have held NMFC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

27 → 23 → 44 → 23 → 20 new funds/Q
New funds entering each quarter: 23 → 44 → 23 → 20. NMFC is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 64% veterans vs 21% newcomers

■ 64% veterans ■ 15% 1-2yr ■ 21% new
Entry-cohort mix of 147 holders: 94 (64%) are 2+ year veterans, 22 entered 1–2 years ago, and 31 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
28 of 144 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in NMFC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NMFC

In 2026 Q2, 68 hedge funds were net buyers of NMFC (20 opened a new position, 48 added to an existing one), while 67 reduced or exited (40 trimmed, 27 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 41% of total institutional value in NMFC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 145.

Hedge Fund Ownership: NMFC

How many hedge funds hold NMFC — quarterly history vs. share price
Quarterly hedge fund ownership of NMFC vs. share price

Market Analysis: NMFC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NMFC

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: NMFC
144 + Investors

Track Smart Money conviction in NMFC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 144 152 -5.26%
13F Shares 28M 28M -0.31%
Total Value $183M $181M 1.08%
New Positions 20 23 -3
Increased Positions 48 36 +12
Closed Positions 27 39 -12
Reduced Positions 38 54 -16
Total Calls 1 2 -50.0%
Total Puts 2 0 100%
PUT/CALL Ratio 2.0 0.0 Bearish

Statistics: NMFC

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Institutional Holders (2026 Q2)

144 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NMFC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 NMFC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Muzinich & Co., Inc. 2.08% 850,170 $6.1M
2 GraniteShares Advisors LLC 1.40% 303,327 $2.2M
3 Dimension Capital Management LLC 1.03% 1,223,088 $8.8M
4 Tranquility Partners, LLC 0.70% 284,229 $2.0M
5 nVerses Capital, LLC 0.56% 51,130 $367K
6 MQS Management LLC 0.33% 37,762 $271K
7 Privium Fund Management (UK) Ltd 0.30% 100,000 $717K
8 Closed-End Fund Advisors, Inc. 0.18% 25,888 $186K
9 VARCOV Co. 0.16% 60,017 $430K
10 Miller Global Investments, LLC 0.14% 23,815 $171K
11 Transcend Capital Advisors, LLC 0.13% 266,543 $1.9M
12 Colter Lewis Investment Partners LLC 0.13% 39,434 $283K
13 Virtus Investment Advisers, LLC 0.11% 67,254 $482K
14 Hennion & Walsh Asset Management, Inc. 0.10% 483,324 $3.5M
15 National Philanthropic Trust 0.09% 852,921 $6.1M
16 Almitas Capital LLC 0.08% 45,000 $323K
17 Fund Advisors of America Inc/FL 0.08% 11,875 $85K
18 Naviter Wealth, LLC 0.07% 112,629 $808K
19 Next Capital Management LLC 0.07% 37,340 $268K
20 Sanders Morris Harris LLC 0.07% 16,375 $117K
21 Denali Advisors LLC 0.05% 71,110 $510K
22 Cerberus Capital Management, L.P. 0.05% 145,000 $1.0M
23 Rivernorth Capital Management, LLC 0.05% 140,634 $1.0M
24 Nordwand Advisors, LLC 0.05% 41,800 $300K
25 Sunbeam Capital Management, LLC 0.04% 12,300 $88K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — New Mtn Fin Corp (NMFC)

What does the Smart Money Trend signal show for NMFC?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their NMFC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for NMFC?

Slight buying edge — 50% buying: Last quarter: 68 funds bought or added vs 67 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NMFC holders?

Elite ownership — 41% AUM from top-100 funds: 28 of 144 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in NMFC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NMFC?

59% of holders stayed for 2+ years: 85 out of 145 hedge funds have held NMFC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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