NMFC icon

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 %
SPC
51
Sigma Planning Corp
Michigan
$1.06M 81,469 -2,766 -3%
MFG
52
Merit Financial Group
Georgia
$1.02M 78,616 +78,616 New
WS
53
Wedbush Securities
California
$990K 76,459 -11,379 -13%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$977K 75,448 +7,066 +10%
TI
55
Trexquant Investment
Connecticut
$965K 74,511 +30,881 +71%
VFA
56
Valeo Financial Advisors
Indiana
$949K 73,250 – –
GIM
57
Guild Investment Management
California
$936K 72,285 -1,070 -1%
SEI Investments
58
SEI Investments
Pennsylvania
$866K 66,871 +22,575 +51%
PIWA
59
Prevail Innovative Wealth Advisors
Kansas
$862K 66,559 +66,559 New
Citadel Advisors
60
Citadel Advisors
Florida
$796K 61,478 -96,783 -61%
KCFA
61
Key Client Fiduciary Advisors
New Jersey
$753K 58,150 +12,161 +26%
Geode Capital Management
62
Geode Capital Management
Massachusetts
$690K 53,270 – –
VEA
63
Virtus ETF Advisers
New York
$657K 50,741 +24,172 +91%
JPMPWA
64
J.P. Morgan Private Wealth Advisors
California
$648K 50,069 – –
WT
65
Whittier Trust
California
$623K 48,095 – –
WAM
66
WFA Asset Management
Wisconsin
$558K 43,092 +1,073 +3%
Invesco
67
Invesco
Georgia
$522K 40,290 -911 -2%
Stifel Financial
68
Stifel Financial
Missouri
$486K 37,537 +7,554 +25%
AWS
69
Atria Wealth Solutions
New York
$479K 36,954 +3,000 +9%
RJA
70
Raymond James & Associates
Florida
$460K 35,546 -9,727 -21%
OC
71
Oppenheimer & Co
New York
$458K 35,385 +383 +1%
SWM
72
Spire Wealth Management
Virginia
$458K 35,352 +482 +1%
FCM
73
Fourpath Capital Management
Oklahoma
$444K 34,299 +1,650 +5%
IAIM
74
International Assets Investment Management
Florida
$436K 33,918 -5,762 -15%
Northern Trust
75
Northern Trust
Illinois
$427K 32,970 -729 -2%
1 2
3
4 5