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New Mountain Finance
NMFC

Overview Fund Activity

153 hedge funds and large institutions have $406M invested in New Mountain Finance in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 10 closing their positions.

Holders
153
Holders Change
+6
Holders Change %
+4.08%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
53
Reduced
42
Closed
10
Calls
$416K
Puts
$42K
Net Calls
+$374K
Net Calls Change
-$74K

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$33.3M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$34M
3
SSA
3
Schonfeld Strategic Advisors
New York
$1.62M
4
Millennium Management
4
Millennium Management
New York
$8.7M
5
HF
5
HRT Financial
New York
$1.06M

Top Sellers

1
C
1
Cliffwater
California
$10.3M
2
Cerity Partners
2
Cerity Partners
New York
$46.7M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$38.2M
4
Wells Fargo
4
Wells Fargo
California
$3.04M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$4.27M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.34M 268,751 +19,190 +8%
Wells Fargo
27
Wells Fargo
California
$3.04M 244,639 -43,818 -15%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$2.96M 237,867 -2,528 -1%
HWAM
29
Hennion & Walsh Asset Management
New Jersey
$2.94M 236,361 -25,016 -10%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$2.75M 221,458 +18,505 +9%
CCM
31
Condor Capital Management
New Jersey
$2.51M 202,053 +16,123 +9%
RA
32
Rockingstone Advisors
Massachusetts
$2.39M 191,775 +12,105 +7%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$2.35M 189,026 +937 +0.5%
Ameriprise
34
Ameriprise
Minnesota
$2.05M 164,986 +10,118 +7%
Citadel Advisors
35
Citadel Advisors
Florida
$1.97M 158,261 +18,947 +14%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.93M 155,309 -18,196 -10%
MCM
37
McKinley Capital Management
Alaska
$1.85M 148,671 -1,084 -0.7%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$1.77M 142,453 +1,243 +0.9%
LPL Financial
39
LPL Financial
California
$1.76M 141,681 +8,174 +6%
SSA
40
Schonfeld Strategic Advisors
New York
$1.62M 130,300 +130,300 New
BI
41
Bramshill Investments
Florida
$1.56M 125,329 -2,283 -2%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.52M 122,350 -1,394 -1%
AIMCA
43
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.52M 121,800 – –
GA
44
GraniteShares Advisors
New York
$1.43M 114,930 -1,223 -1%
EIP
45
Epoch Investment Partners
New York
$1.4M 112,185 +12,981 +13%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.29M 103,614 +24,691 +31%
TP
47
Tranquility Partners
Tennessee
$1.21M 97,462 +7,086 +8%
Macquarie Group
48
Macquarie Group
Australia
$1.19M 95,300 – –
AM
49
Ares Management
California
$1.16M 93,088 – –
ECM
50
ExodusPoint Capital Management
New York
$1.12M 89,983 +75,947 +541%
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