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New Mountain Finance
NMFC

Overview Fund Activity

161 hedge funds and large institutions have $423M invested in New Mountain Finance in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 14 closing their positions.

Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
52
Reduced
46
Closed
14
Calls
$558K
Puts
$36K
Net Calls
+$522K
Net Calls Change
+$148K

Top Buyers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$4.46M
2
Morgan Stanley
2
Morgan Stanley
New York
$28.1M
3
Millennium Management
3
Millennium Management
New York
$11.2M
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$2.04M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.84M

Top Sellers

1
ACM
1
Advisors Capital Management
New Jersey
$0
2
Cerity Partners
2
Cerity Partners
New York
$45.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$0
5
BlackRock
5
BlackRock
New York
$4.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$3.25M 251,148 +6,509 +3%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$3.14M 242,572 +4,705 +2%
CCM
28
Condor Capital Management
New Jersey
$2.95M 227,952 +25,899 +13%
Goldman Sachs
29
Goldman Sachs
New York
$2.84M 219,565 +142,868 +186%
Ameriprise
30
Ameriprise
Minnesota
$2.46M 189,530 +24,544 +15%
RA
31
Rockingstone Advisors
Massachusetts
$2.45M 189,285 -2,490 -1%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$2.43M 187,847 -1,179 -0.6%
HWAM
33
Hennion & Walsh Asset Management
New Jersey
$2.05M 158,442 -77,919 -33%
Tudor Investment Corp
34
Tudor Investment Corp
Connecticut
$2.04M 157,816 +157,816 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$2.01M 154,974 -335 -0.2%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$1.84M 142,083 -370 -0.3%
MCM
37
McKinley Capital Management
Alaska
$1.82M 140,626 -8,045 -5%
EIP
38
Epoch Investment Partners
New York
$1.77M 136,466 +24,281 +22%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$1.72M 132,854 +10,504 +9%
LPL Financial
40
LPL Financial
California
$1.72M 132,618 -9,063 -6%
AIMCA
41
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.58M 121,800 – –
GA
42
GraniteShares Advisors
New York
$1.55M 119,515 +4,585 +4%
BI
43
Bramshill Investments
Florida
$1.44M 111,399 -13,930 -11%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.36M 105,069 +1,455 +1%
TP
45
Tranquility Partners
Tennessee
$1.29M 99,767 +2,305 +2%
SSA
46
Schonfeld Strategic Advisors
New York
$1.27M 98,400 -31,900 -24%
Macquarie Group
47
Macquarie Group
Australia
$1.23M 95,300 – –
AM
48
Ares Management
California
$1.21M 93,088 – –
Canada Life
49
Canada Life
Manitoba, Canada
$1.13M 87,517 +942 +1%
CG
50
Cynosure Group
Utah
$1.11M 85,441 +1,391 +2%
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