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New Mountain Finance
NMFC

Overview Fund Activity

147 hedge funds and large institutions have $388M invested in New Mountain Finance in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 46 reducing their positions, and 25 closing their positions.

Holders
147
Holders Change
-12
Holders Change %
-7.55%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
50
Reduced
46
Closed
25
Calls
$549K
Puts
$101K
Net Calls
+$448K
Net Calls Change
-$31K

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$4.91M
2
Cerity Partners
2
Cerity Partners
New York
$47.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$22.8M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$31.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.7M

Top Sellers

1
C
1
Cliffwater
California
$12.7M
2
Millennium Management
2
Millennium Management
New York
$7.39M
3
BlackRock
3
BlackRock
New York
$5.77M
4
AM
4
Ares Management
California
$1.13M
5
NCM
5
NCM Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$3.51M 288,457 -28,309 -9%
HWAM
27
Hennion & Walsh Asset Management
New Jersey
$3.18M 261,377 -43,394 -14%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$3.04M 249,561 +22,165 +10%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$2.92M 240,395 -57,916 -19%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$2.47M 202,953 +9,143 +5%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$2.29M 188,089 +1,337 +0.7%
CCM
32
Condor Capital Management
New Jersey
$2.26M 185,930 +11,709 +7%
RA
33
Rockingstone Advisors
Massachusetts
$2.19M 179,670 -16,405 -8%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$2.11M 173,505 +10,299 +6%
Ameriprise
35
Ameriprise
Minnesota
$1.88M 154,868 -1,196 -0.8%
MCM
36
McKinley Capital Management
Alaska
$1.82M 149,755 -1,894 -1%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$1.72M 141,210 +5,347 +4%
Citadel Advisors
38
Citadel Advisors
Florida
$1.7M 139,314 +89,254 +178%
LPL Financial
39
LPL Financial
California
$1.62M 133,507 +21,295 +19%
BI
40
Bramshill Investments
Florida
$1.55M 127,612 +2,587 +2%
AIMCA
41
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.48M 121,800 – –
WS
42
Wedbush Securities
California
$1.45M 118,741 -10,812 -8%
GA
43
GraniteShares Advisors
New York
$1.41M 116,153 +65,603 +130%
EIP
44
Epoch Investment Partners
New York
$1.21M 99,204 – –
Macquarie Group
45
Macquarie Group
Australia
$1.16M 95,300 – –
AM
46
Ares Management
California
$1.13M 93,088 -191,793 -67%
TP
47
Tranquility Partners
Tennessee
$1.1M 90,376 +2,132 +2%
SPC
48
Sigma Planning Corp
Michigan
$1.07M 88,326 -3,591 -4%
CG
49
Cynosure Group
Utah
$1M 82,236 +1,159 +1%
Canada Life
50
Canada Life
Manitoba, Canada
$997K 81,687 -41,805 -34%
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