NEW MTN FIN CORP (NMFC) is held by 71 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Invesco Ltd. as of Q1 2026.

Are institutions buying or selling NMFC?

In Q1 2026, 29 institutions opened or increased positions in NEW MTN FIN CORP while 45 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on NMFC?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for NEW MTN FIN CORP.

How many hedge funds hold NMFC?

71 institutional investors report holding NEW MTN FIN CORP (NMFC) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into NMFC?

As of Q1 2026, tracked institutions in NEW MTN FIN CORP show 29 buyers versus 45 sellers — net outflows.

NEW MTN FIN CORP

NMFC·647551100·US·Common Stock·Financial Services - Asset Management-Activist

Holders

Avg rating(23 Elite)

$123.2M

Total Value

39% (86)

Fund Consensus

29 buying - 45 selling

Smart Money Verdict

View all

Held by 71 funds

23 elite

Who's Trading

InsiderWBWeinstein Adam B.Buy $98KMar 17, 2026

ActivistKSKLINSKY STEVEN B12.5%Mar 12, 2026

InsiderKBKLINSKY STEVEN BBuy $1.5MMar 11, 2026

InsiderKBKLINSKY STEVEN BBuy $741KMar 11, 2026

InsiderKBKLINSKY STEVEN BBuy $1.2MMar 10, 2026

InsiderKBKLINSKY STEVEN BBuy $600KMar 10, 2026

InsiderKBKLINSKY STEVEN BBuy $1.3MMar 5, 2026

InsiderKBKLINSKY STEVEN BBuy $642KMar 5, 2026

InsiderKBKLINSKY STEVEN BBuy $1.0MMar 4, 2026

InsiderKBKLINSKY STEVEN BBuy $509KMar 4, 2026

View all insider trades View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Invesco Ltd.	Increased	2.1M(+79.8%)	$16.6M	0.0%	-21.47%	43
UBS Group AG	Increased	2.1M(+35.7%)	$16.2M	0.0%	-21.11%	37
Russell Investments Group, Ltd.	Increased	938,679(+167.9%)	$7.3M	0.0%	-16.71%	44
Cerity Partners LLC	Decreased	872,844(-16.3%)	$6.8M	0.0%	-19.59%	0
Corient Private Wealth LLC	Increased	871,296(+7.7%)	$6.8M	0.0%	-22.42%	29
TWO SIGMA INVESTMENTS, LP	Increased	836,457(+42.6%)	$6.5M	0.0%	-21.56%	37
Legal & General Group Plc	Increased	785,496(+5.8%)	$6.1M	0.0%	-3.75%	29
MORGAN STANLEY	Decreased	729,938(-35.2%)	$5.7M	0.0%	-28.76%	0
Sumitomo Mitsui Trust Group, Inc.	Decreased	688,578(-0.3%)	$5.3M	0.0%	-9.65%	0
Pathstone Holdings, LLC	Increased	661,219(+1.8%)	$5.1M	0.0%	-26.04%	27
OSAIC HOLDINGS, INC.	Increased	450,470(+4.6%)	$3.5M	0.0%	+7.31%	28
HighTower Advisors, LLC	Decreased	423,732(-18.2%)	$3.3M	0.0%	-0.61%	0
BlackRock, Inc.	Decreased	352,242(-48.7%)	$2.7M	0.0%	-28.37%	0
DED. E. Shaw & Co., Inc.	Increased	347,520(+193.1%)	$2.7M	0.0%	-16.33%	42
Universal- Beteiligungs- und Servicegesellschaft mbH	Unchanged	344,000	$2.7M	0.0%	-26.97%	0
FWFocus Partners Wealth	Increased	334,785(+5.5%)	$2.6M	0.0%	-22.62%	28
WELLS FARGO & COMPANY/MN	Decreased	314,507(-12.1%)	$2.4M	0.0%	-26.46%	0
XTX Topco Ltd	Increased	292,695(+56.0%)	$2.3M	0.0%	-19.34%	37
AMERIPRISE FINANCIAL INC	Decreased	291,491(-0.3%)	$2.3M	0.0%	-21.83%	0
BANK OF AMERICA CORP /DE/	Decreased	194,097(-12.6%)	$1.5M	0.0%	-25.57%	0