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New Mountain Finance
NMFC

Overview Fund Activity

147 hedge funds and large institutions have $388M invested in New Mountain Finance in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 46 reducing their positions, and 25 closing their positions.

Holders
147
Holders Change
-12
Holders Change %
-7.55%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
50
Reduced
46
Closed
25
Calls
$549K
Puts
$101K
Net Calls
+$448K
Net Calls Change
-$31K

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$4.91M
2
Cerity Partners
2
Cerity Partners
New York
$47.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$22.8M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$31.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.7M

Top Sellers

1
C
1
Cliffwater
California
$12.7M
2
Millennium Management
2
Millennium Management
New York
$7.39M
3
BlackRock
3
BlackRock
New York
$5.77M
4
AM
4
Ares Management
California
$1.13M
5
NCM
5
NCM Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OC
76
Oppenheimer & Co
New York
$368K 30,263 -4,770 -14%
FCM
77
Fourpath Capital Management
Oklahoma
$363K 29,849 +1,000 +3%
CBC
78
Coombe, Bender & Co
New York
$343K 28,164 +1,462 +5%
CIC
79
Chilton Investment Company
Connecticut
$329K 27,020 -1,243 -4%
Northern Trust
80
Northern Trust
Illinois
$312K 25,670 +1,456 +6%
MSAM
81
Moloney Securities Asset Management
Missouri
$311K 25,519 +204 +0.8%
N
82
Natixis
France
$294K 23,779 +12 +0.1%
MA
83
Mutual Advisors
Nebraska
$293K 24,056 -1,263 -5%
ECM
84
EMC Capital Management
Texas
$278K 22,807 – –
Empower Advisory Group
85
Empower Advisory Group
Colorado
$272K 22,206 +22,206 New
II
86
Inspire Investing
Idaho
$269K 22,130 +3,101 +16%
GC
87
Guggenheim Capital
Illinois
$267K 21,934 -128 -0.6%
SPA
88
Shore Point Advisors
New Jersey
$266K 21,895 – –
SMH
89
Sanders Morris Harris
Texas
$266K 21,875 – –
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$266K 21,857 -42,022 -66%
KCM
91
Kennedy Capital Management
Missouri
$263K 21,628 – –
Jane Street
92
Jane Street
New York
$254K 20,872 -1,504 -7%
AIM
93
Allen Investment Management
New York
$249K 20,482 – –
KI
94
Kula Investments
Illinois
$248K 20,359 +20,359 New
CC
95
Claybrook Capital
Massachusetts
$242K 19,880 – –
SAG
96
SageView Advisory Group
California
$230K 18,921 +1,975 +12%
ASN
97
Advisory Services Network
Georgia
$228K 18,754 -436 -2%
BCA
98
Bay Colony Advisors
Massachusetts
$217K 17,745 +6,590 +59%
BFG
99
Bleakley Financial Group
New Jersey
$215K 17,684 -573 -3%
SS
100
Simplicity Solutions
Minnesota
$215K 17,684 +17,684 New
2 3
4
5 6