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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 %
WS
51
Wedbush Securities
California
$1.09M 87,838 -30,903 -26%
Canada Life
52
Canada Life
Manitoba, Canada
$1.08M 86,575 +4,888 +6%
HF
53
HRT Financial
New York
$1.06M 85,183 +85,183 New
SPC
54
Sigma Planning Corp
Michigan
$1.05M 84,235 -4,091 -5%
CG
55
Cynosure Group
Utah
$1.05M 84,050 +1,814 +2%
BAMF
56
BI Asset Management Fondsmaeglerselskab
Denmark
$1.01M 81,208 +10,606 +15%
Goldman Sachs
57
Goldman Sachs
New York
$954K 76,697 +76,697 New
GIM
58
Guild Investment Management
California
$913K 73,355 +250 +0.3%
VFA
59
Valeo Financial Advisors
Indiana
$911K 73,250 – –
RJFSA
60
Raymond James Financial Services Advisors
Florida
$851K 68,382 +26,511 +63%
Geode Capital Management
61
Geode Capital Management
Massachusetts
$663K 53,270 – –
JPMPWA
62
J.P. Morgan Private Wealth Advisors
California
$623K 50,069 – –
WT
63
Whittier Trust
California
$598K 48,095 – –
KCFA
64
Key Client Fiduciary Advisors
New Jersey
$572K 45,989 -1,900 -4%
RJA
65
Raymond James & Associates
Florida
$563K 45,273 +47 +0.1%
SEI Investments
66
SEI Investments
Pennsylvania
$551K 44,296 +6,700 +18%
TI
67
Trexquant Investment
Connecticut
$543K 43,630 -4,703 -10%
WAM
68
WFA Asset Management
Wisconsin
$523K 42,019 +1,071 +3%
Invesco
69
Invesco
Georgia
$513K 41,201 +5,727 +16%
IAIM
70
International Assets Investment Management
Florida
$494K 39,680 – –
CAN
71
Cetera Advisor Networks
California
$493K 39,635 +2,445 +7%
SG Americas Securities
72
SG Americas Securities
New York
$490K 39,350 +39,350 New
OC
73
Oppenheimer & Co
New York
$435K 35,002 +4,739 +16%
SWM
74
Spire Wealth Management
Virginia
$434K 34,870 +2,146 +7%
AWS
75
Atria Wealth Solutions
New York
$422K 33,954 -1,000 -3%
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