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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 %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$960K 78,923 +3,247 +4%
VFA
52
Valeo Financial Advisors
Indiana
$891K 73,250 – –
GIM
53
Guild Investment Management
California
$890K 73,105 -4,545 -6%
BAMF
54
BI Asset Management Fondsmaeglerselskab
Denmark
$859K 70,602 +9,064 +15%
Geode Capital Management
55
Geode Capital Management
Massachusetts
$648K 53,270 – –
JPMPWA
56
J.P. Morgan Private Wealth Advisors
California
$609K 50,069 – –
TI
57
Trexquant Investment
Connecticut
$588K 48,333 +48,333 New
WT
58
Whittier Trust
California
$585K 48,095 – –
KCFA
59
Key Client Fiduciary Advisors
New Jersey
$583K 47,889 -9,400 -16%
RJA
60
Raymond James & Associates
Florida
$550K 45,226 -8,793 -16%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$510K 41,871 +154 +0.4%
WAM
62
WFA Asset Management
Wisconsin
$498K 40,948 +12,400 +43%
IAIM
63
International Assets Investment Management
Florida
$483K 39,680 -8,093 -17%
SEI Investments
64
SEI Investments
Pennsylvania
$458K 37,596 +37,596 New
CAN
65
Cetera Advisor Networks
California
$453K 37,190 +6,771 +22%
Stifel Financial
66
Stifel Financial
Missouri
$443K 36,380 +694 +2%
Invesco
67
Invesco
Georgia
$432K 35,474 -60,252 -63%
AWS
68
Atria Wealth Solutions
New York
$425K 34,954 -1,000 -3%
SWM
69
Spire Wealth Management
Virginia
$398K 32,724 +2,756 +9%
CIC
70
Cornercap Investment Counsel
Georgia
$397K 32,595 – –
CG
71
Caprock Group
Idaho
$386K 31,736 +31,736 New
SW
72
SVB Wealth
Massachusetts
$386K 31,735 -2,255 -7%
BA
73
Bard Associates
Illinois
$382K 31,373 – –
Corient Private Wealth
74
Corient Private Wealth
Florida
$375K 30,802 +159 +0.5%
VEA
75
Virtus ETF Advisers
New York
$368K 30,265 +670 +2%
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3
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