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New Mountain Finance
NMFC

Overview Fund Activity

162 hedge funds and large institutions have $353M invested in New Mountain Finance in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-6
Holders Change %
-3.57%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
57
Reduced
50
Closed
22
Calls
$533K
Puts
$220K
Net Calls
+$313K
Net Calls Change
-$233K

Top Buyers

1
TCA
Transcend Capital Advisors
New Jersey
+$4.67M
2
LSV Asset Management
LSV Asset Management
Illinois
+$3.82M
3
UBS Group
UBS Group
Switzerland
+$3.36M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
+$3.27M
5
Millennium Management
Millennium Management
New York
+$2.11M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$27.5M
2
HighTower Advisors
HighTower Advisors
Illinois
-$13.7M
3
Cerity Partners
Cerity Partners
New York
-$2.59M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.23M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$1.1M +$65.8K +5,964 +6%
CA
52
Clearstead Advisors
Ohio
$1.09M -$36.2K -3,285 -3%
VIA
53
Virtus Investment Advisers
Connecticut
$1.08M +$1.08M +97,969 New
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$1.07M +$1.07M +96,978 New
Macquarie Group
55
Macquarie Group
Australia
$1.05M – – –
Acadian Asset Management
56
Acadian Asset Management
Massachusetts
$1.04M -$1.01M -91,936 -49%
Canada Life
57
Canada Life
Manitoba, Canada
$1.03M +$179K +16,150 +21%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$902K +$35K +3,178 +4%
Raymond James Financial
59
Raymond James Financial
Florida
$872K -$51.9K -4,708 -6%
BI
60
Bramshill Investments
Florida
$851K +$805 +73 +0.1%
Citadel Advisors
61
Citadel Advisors
Florida
$818K -$900K -81,608 -52%
EIP
62
Epoch Investment Partners
New York
$809K -$126K -11,464 -14%
CIC
63
Chilton Investment Company
Connecticut
$778K -$165K -15,000 -18%
Connor, Clark & Lunn Investment Management (CC&L)
64
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$772K -$346K -31,358 -31%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$700K -$592K -53,685 -46%
Balyasny Asset Management
66
Balyasny Asset Management
Illinois
$697K +$697K +63,208 New
KAS
67
Kestra Advisory Services
Texas
$697K -$64.7K -5,863 -8%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$666K -$854K -77,436 -56%
VFA
69
Valeo Financial Advisors
Indiana
$660K – – –
EAM
70
Everstar Asset Management
North Carolina
$659K +$250K +22,679 +61%
YIH
71
Y-Intercept (HK)
Hong Kong
$630K -$516K -46,825 -45%
Geode Capital Management
72
Geode Capital Management
Massachusetts
$588K – – –
Russell Investments Group
73
Russell Investments Group
United Kingdom
$581K +$581K +52,644 New
WT
74
Whittier Trust
California
$530K – – –
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$522K – – –
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3
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