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New Mountain Finance
NMFC

Overview Fund Activity

159 hedge funds and large institutions have $362M invested in New Mountain Finance in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 28 closing their positions.

Holders
159
Holders Change
-3
Holders Change %
-1.85%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
51
Reduced
50
Closed
28
Calls
$267K
Puts
$200K
Net Calls
+$67K
Net Calls Change
-$246K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$13.2M
2
TCA
2
Transcend Capital Advisors
New Jersey
$7.53M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$3.65M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$2.3M
5
UBP
5
Union Bancaire Privee
Switzerland
$43.9M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$5.21M
2
Cerity Partners
2
Cerity Partners
New York
$29.2M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$0
4
Bank of America
4
Bank of America
North Carolina
$1.66M
5
Millennium Management
5
Millennium Management
New York
$4.25M
Name Market Value Shares Shares
Change 		Shares
Change %
UBP
1
Union Bancaire Privee
Switzerland
$43.9M 28,812 +1,393 +5%
Cerity Partners
2
Cerity Partners
New York
$29.2M 2,769,051 -682,149 -20%
LSV Asset Management
3
LSV Asset Management
Illinois
$29.2M 2,763,256 -855 -0%
VanEck Associates
4
VanEck Associates
New York
$26.1M 2,474,794 +179,361 +8%
UBS Group
5
UBS Group
Switzerland
$13.2M 1,254,591 +374,507 +43%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$13M 1,232,203 -8,406 -0.7%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$11.1M 1,054,100 -41,100 -4%
Invesco
8
Invesco
Georgia
$10.9M 1,029,661 -61,815 -6%
DCM
9
Dimension Capital Management
Florida
$10M 950,072 +138,123 +17%
Morgan Stanley
10
Morgan Stanley
New York
$8.79M 833,351 -304,140 -27%
Two Sigma Investments
11
Two Sigma Investments
New York
$7.89M 747,973 -12,072 -2%
TCA
12
Transcend Capital Advisors
New Jersey
$7.53M 714,104 +290,320 +69%
Legal & General Group
13
Legal & General Group
United Kingdom
$7.48M 708,066 -9,542 -1%
Franklin Resources
14
Franklin Resources
California
$6.79M 643,433 +98,603 +18%
BlackRock
15
BlackRock
New York
$6.38M 604,788 +184,649 +44%
AM
16
Ares Management
California
$6.29M 596,371 +30,185 +5%
MC
17
Muzinich & Co
New York
$6.07M 575,474 +182,338 +46%
PCM
18
Palisade Capital Management
New Jersey
$5.22M 494,413 -193,455 -28%
HighTower Advisors
19
HighTower Advisors
Illinois
$5.21M 493,699 -913,273 -65%
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$5.18M 491,424 +104,248 +27%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$4.33M 410,143 +96,713 +31%
Millennium Management
22
Millennium Management
New York
$4.25M 402,565 -308,485 -43%
CIM
23
Confluence Investment Management
Missouri
$3.89M 369,161 -69,521 -16%
Osaic Holdings
24
Osaic Holdings
Arizona
$3.89M 345,508 -20,016 -5%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$3.65M 345,926 +251,596 +267%
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