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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 %
MPPLM
51
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.11M +$1.11M +87,308 New
CG
52
Cynosure Group
Utah
$1.04M -$46.2K -3,633 -4%
WS
53
Wedbush Securities
California
$1.01M +$33.1K +2,600 +3%
Canada Life
54
Canada Life
Manitoba, Canada
$1.01M -$101K -8,016 -9%
ECM
55
ExodusPoint Capital Management
New York
$1M +$794K +62,407 +381%
SEI Investments
56
SEI Investments
Pennsylvania
$922K +$71.2K +5,598 +8%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$915K -$44.5K -3,501 -5%
TI
58
Trexquant Investment
Connecticut
$856K -$92.1K -7,243 -10%
CW
59
Connectus Wealth
Ohio
$813K +$461K +36,260 +131%
VFA
60
Valeo Financial Advisors
Indiana
$761K -$170K -13,400 -18%
GIM
61
Guild Investment Management
California
$703K -$216K -16,980 -23%
OFA
62
Oak Family Advisors
Illinois
$689K +$689K +54,156 New
Geode Capital Management
63
Geode Capital Management
Massachusetts
$678K – – –
KCFA
64
Key Client Fiduciary Advisors
New Jersey
$626K -$113K -8,900 -15%
WT
65
Whittier Trust
California
$612K – – –
HF
66
HRT Financial
New York
$584K +$388K +30,542 +198%
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$584K +$340K +26,747 +140%
WAM
68
WFA Asset Management
Wisconsin
$562K +$13.4K +1,057 +2%
WG
69
Winton Group
United Kingdom
$515K +$143K +11,211 +38%
Invesco
70
Invesco
Georgia
$503K -$9.92K -780 -2%
AWS
71
Atria Wealth Solutions
New York
$470K – – –
Stifel Financial
72
Stifel Financial
Missouri
$469K -$8.41K -661 -2%
VEA
73
Virtus ETF Advisers
New York
$464K -$181K -14,244 -28%
FCM
74
Fourpath Capital Management
Oklahoma
$436K – – –
SWM
75
Spire Wealth Management
Virginia
$427K -$27.5K -2,139 -6%
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