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New Mountain Finance
NMFC

Overview Fund Activity

166 hedge funds and large institutions have $454M invested in New Mountain Finance in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 46 reducing their positions, and 16 closing their positions.

Holders
166
Holders Change
+5
Holders Change %
+3.11%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
58
Reduced
46
Closed
16
Calls
$792K
Puts
$245K
Net Calls
+$547K
Net Calls Change
+$25K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.7M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$10.9M
3
FFN
3
Focus Financial Network
Minnesota
$4.14M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$9.5M
5
VanEck Associates
5
VanEck Associates
New York
$19.9M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.39M
2
C
2
Cliffwater
California
$9.49M
3
SSA
3
Schonfeld Strategic Advisors
New York
$192K
4
MFG
4
Merit Financial Group
Georgia
$0
5
LSV Asset Management
5
LSV Asset Management
Illinois
$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
26
Muzinich & Co
New York
$3.55M -$720K -56,603 -17%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$3.47M -$635K -49,924 -15%
Wells Fargo
28
Wells Fargo
California
$3.2M +$3.03K +238 +0.1%
CCM
29
Condor Capital Management
New Jersey
$3.15M +$252K +19,813 +9%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$3M -$88.9K -6,986 -3%
Tudor Investment Corp
31
Tudor Investment Corp
Connecticut
$2.92M +$910K +71,531 +45%
Citadel Advisors
32
Citadel Advisors
Florida
$2.72M +$1.94M +152,397 +248%
RA
33
Rockingstone Advisors
Massachusetts
$2.56M +$148K +11,660 +6%
PIWA
34
Prevail Innovative Wealth Advisors
Kansas
$2.34M +$1.49M +117,153 +176%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$2.22M -$171K -13,472 -7%
Ameriprise
36
Ameriprise
Minnesota
$1.98M -$432K -33,991 -18%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$1.96M +$153K +12,025 +8%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1.82M -$153K -12,054 -8%
MCM
39
McKinley Capital Management
Alaska
$1.77M -$22.4K -1,761 -1%
LPL Financial
40
LPL Financial
California
$1.74M +$56.3K +4,428 +3%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$1.66M -$29.1K -2,288 -2%
EIP
42
Epoch Investment Partners
New York
$1.65M -$88.1K -6,924 -5%
AIMCA
43
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.55M – – –
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.5M +$161K +12,625 +12%
GA
45
GraniteShares Advisors
New York
$1.46M -$58.4K -4,590 -4%
HWAM
46
Hennion & Walsh Asset Management
New Jersey
$1.42M -$596K -46,837 -30%
TP
47
Tranquility Partners
Tennessee
$1.28M +$7.16K +563 +0.6%
BI
48
Bramshill Investments
Florida
$1.23M -$182K -14,336 -13%
Macquarie Group
49
Macquarie Group
Australia
$1.21M – – –
AM
50
Ares Management
California
$1.18M – – –
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