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New Mountain Finance
NMFC

Overview Fund Activity

159 hedge funds and large institutions have $406M invested in New Mountain Finance in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 51 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+11
Holders Change %
+7.43%
% of All Funds
2.57%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
30
Increased
51
Reduced
38
Closed
14
Calls
$602K
Puts
$123K
Net Calls
+$479K
Net Calls Change
-$6K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$46.2M
2
Millennium Management
2
Millennium Management
New York
$12.1M
3
LC
3
Lindbrook Capital
California
$4.35M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$29.7M
5
PCM
5
Palisade Capital Management
New Jersey
$12.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.18M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$2.7M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$24K
4
Wells Fargo
4
Wells Fargo
California
$3.92M
5
Goldman Sachs
5
Goldman Sachs
New York
$187K
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
76
Corient Private Wealth
Florida
$379K +$379K +30,643 New
CAN
77
Cetera Advisor Networks
California
$376K +$376K +30,419 New
SWM
78
Spire Wealth Management
Virginia
$371K -$30.3K -2,450 -8%
VEA
79
Virtus ETF Advisers
New York
$366K -$76.7K -6,202 -17%
FCM
80
Fourpath Capital Management
Oklahoma
$357K +$12.1K +980 +4%
WAM
81
WFA Asset Management
Wisconsin
$353K +$8.6K +695 +2%
CIC
82
Chilton Investment Company
Connecticut
$350K – – –
CBC
83
Coombe, Bender & Co
New York
$330K +$1.42K +115 +0.4%
MA
84
Mutual Advisors
Nebraska
$313K +$7.56K +611 +2%
MSAM
85
Moloney Securities Asset Management
Missouri
$313K -$5.83K -471 -2%
Northern Trust
86
Northern Trust
Illinois
$300K -$37.6K -3,037 -11%
N
87
Natixis
France
$294K +$5.98K +483 +2%
ECM
88
EMC Capital Management
Texas
$282K – – –
Jane Street
89
Jane Street
New York
$277K +$277K +22,376 New
PCA
90
Personal Capital Advisors
California
$275K – – –
GC
91
Guggenheim Capital
Illinois
$273K -$4.6K -372 -2%
SPA
92
Shore Point Advisors
New Jersey
$271K – – –
SMH
93
Sanders Morris Harris
Texas
$271K – – –
KCM
94
Kennedy Capital Management
Missouri
$268K -$32.7K -2,645 -11%
WSCM
95
Wellington Shields Capital Management
New York
$260K – – –
AIM
96
Allen Investment Management
New York
$253K +$13.9K +1,125 +6%
WJWM
97
Williams Jones Wealth Management
New York
$247K -$18.6K -1,500 -7%
CC
98
Claybrook Capital
Massachusetts
$246K – – –
ASN
99
Advisory Services Network
Georgia
$237K – – –
II
100
Inspire Investing
Idaho
$235K +$12.2K +986 +5%
2 3
4
5 6