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New Mountain Finance

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
Name Holding Trade Value Shares
Change
Shares
Change %
CG
51
Cynosure Group
Utah
$1M +$14K +1,134 +1%
GIM
52
Guild Investment Management
California
$961K -$40.8K -3,300 -4%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$936K +$32.7K +2,646 +4%
VFA
54
Valeo Financial Advisors
Indiana
$906K
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$790K +$579K +46,820 +274%
ACM
56
Acrisure Capital Management
Texas
$780K +$780K +63,038 New
BAMF
57
BI Asset Management Fondsmaeglerselskab
Denmark
$761K +$761K +61,538 New
KCFA
58
Key Client Fiduciary Advisors
New Jersey
$709K -$25.7K -2,080 -4%
RJA
59
Raymond James & Associates
Florida
$668K -$40.7K -3,290 -6%
Geode Capital Management
60
Geode Capital Management
Massachusetts
$658K
JF
61
Jump Financial
Illinois
$649K +$226K +18,300 +54%
GA
62
GraniteShares Advisors
New York
$625K -$85.9K -6,941 -12%
JPMPWA
63
J.P. Morgan Private Wealth Advisors
California
$619K +$234K +18,891 +61%
Citadel Advisors
64
Citadel Advisors
Florida
$619K +$467K +37,736 +306%
CANY
65
Caxton Associates (New York)
New York
$598K +$598K +48,360 New
WT
66
Whittier Trust
California
$595K -$63.9K -5,164 -10%
IAIM
67
International Assets Investment Management
Florida
$591K +$97.6K +7,893 +20%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$516K -$41.5K -3,358 -7%
HF
69
HRT Financial
New York
$463K +$463K +37,500 New
AWS
70
Atria Wealth Solutions
New York
$445K +$30.9K +2,500 +7%
Stifel Financial
71
Stifel Financial
Missouri
$441K -$86.2K -6,972 -16%
OC
72
Oppenheimer & Co
New York
$433K -$28.2K -2,276 -6%
SW
73
SVB Wealth
Massachusetts
$420K +$149K +12,060 +55%
CIC
74
Cornercap Investment Counsel
Georgia
$403K
BA
75
Bard Associates
Illinois
$388K