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New Mountain Finance
NMFC

Overview Fund Activity

159 hedge funds and large institutions have $406M invested in New Mountain Finance in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 51 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+11
Holders Change %
+7.43%
% of All Funds
2.57%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
30
Increased
51
Reduced
38
Closed
14
Calls
$602K
Puts
$123K
Net Calls
+$479K
Net Calls Change
-$6K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$46.2M
2
Millennium Management
2
Millennium Management
New York
$12.1M
3
LC
3
Lindbrook Capital
California
$4.35M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$29.7M
5
PCM
5
Palisade Capital Management
New Jersey
$12.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.18M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$2.7M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$24K
4
Wells Fargo
4
Wells Fargo
California
$3.92M
5
Goldman Sachs
5
Goldman Sachs
New York
$187K
Name Holding Trade Value Shares
Change 		Shares
Change %
HWAM
26
Hennion & Walsh Asset Management
New Jersey
$3.77M -$43.5K -3,515 -1%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$3.68M -$411K -33,347 -10%
AM
28
Ares Management
California
$3.52M – – –
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.81M +$505K +40,817 +22%
Two Sigma Investments
30
Two Sigma Investments
New York
$2.7M -$1.28M -103,340 -32%
RA
31
Rockingstone Advisors
Massachusetts
$2.43M +$2.43M +196,075 New
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$2.4M +$1.3M +105,130 +119%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$2.31M +$24.9K +2,009 +1%
CCM
34
Condor Capital Management
New Jersey
$2.16M +$305K +24,638 +16%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$2.02M -$2.71K -219 -0.1%
Ameriprise
36
Ameriprise
Minnesota
$1.93M -$406K -32,793 -17%
MCM
37
McKinley Capital Management
Alaska
$1.88M -$113K -9,113 -6%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$1.68M -$19.7K -1,595 -1%
WS
39
Wedbush Securities
California
$1.6M -$9.75K -788 -0.6%
BI
40
Bramshill Investments
Florida
$1.55M +$45.6K +3,689 +3%
Canada Life
41
Canada Life
Manitoba, Canada
$1.54M +$30K +2,414 +2%
AIMCA
42
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.51M – – –
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$1.41M -$97.2K -7,860 -6%
LPL Financial
44
LPL Financial
California
$1.39M +$46.5K +3,763 +3%
NCM
45
NCM Capital Management
New Jersey
$1.35M – – –
EIP
46
Epoch Investment Partners
New York
$1.23M – – –
Invesco
47
Invesco
Georgia
$1.18M -$10.4M -839,020 -90%
Macquarie Group
48
Macquarie Group
Australia
$1.18M – – –
SPC
49
Sigma Planning Corp
Michigan
$1.14M -$25K -2,020 -2%
TP
50
Tranquility Partners
Tennessee
$1.09M +$67.9K +5,493 +7%
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