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New Mountain Finance
NMFC

Overview Fund Activity

153 hedge funds and large institutions have $406M invested in New Mountain Finance in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 10 closing their positions.

Holders
153
Holders Change
+6
Holders Change %
+4.08%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
53
Reduced
42
Closed
10
Calls
$416K
Puts
$42K
Net Calls
+$374K
Net Calls Change
-$74K

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$33.3M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$34M
3
SSA
3
Schonfeld Strategic Advisors
New York
$1.62M
4
Millennium Management
4
Millennium Management
New York
$8.7M
5
HF
5
HRT Financial
New York
$1.06M

Top Sellers

1
C
1
Cliffwater
California
$10.3M
2
Cerity Partners
2
Cerity Partners
New York
$46.7M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$38.2M
4
Wells Fargo
4
Wells Fargo
California
$3.04M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$4.27M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
76
Northern Trust
Illinois
$419K 33,699 +8,029 +31%
FCM
77
Fourpath Capital Management
Oklahoma
$406K 32,649 +2,800 +9%
CIC
78
Cornercap Investment Counsel
Georgia
$405K 32,595 – –
CG
79
Caprock Group
Idaho
$395K 31,736 – –
BA
80
Bard Associates
Illinois
$389K 31,248 -125 -0.4%
SW
81
SVB Wealth
Massachusetts
$375K 30,125 -1,610 -5%
CBC
82
Coombe, Bender & Co
New York
$373K 30,022 +1,858 +7%
Stifel Financial
83
Stifel Financial
Missouri
$373K 29,983 -6,397 -18%
D.E. Shaw & Co
84
D.E. Shaw & Co
New York
$365K 29,315 +7,458 +34%
CIC
85
Chilton Investment Company
Connecticut
$336K 27,020 – –
Corient Private Wealth
86
Corient Private Wealth
Florida
$332K 26,655 -4,147 -13%
VEA
87
Virtus ETF Advisers
New York
$331K 26,569 -3,696 -12%
MSAM
88
Moloney Securities Asset Management
Missouri
$329K 26,469 +950 +4%
II
89
Inspire Investing
Idaho
$314K 25,251 +3,121 +14%
MA
90
Mutual Advisors
Nebraska
$295K 23,713 -343 -1%
Empower Advisory Group
91
Empower Advisory Group
Colorado
$276K 22,206 – –
JF
92
Jump Financial
Illinois
$274K 22,000 +22,000 New
SPA
93
Shore Point Advisors
New Jersey
$272K 21,895 – –
SMH
94
Sanders Morris Harris
Texas
$272K 21,875 – –
KCM
95
Kennedy Capital Management
Missouri
$269K 21,628 – –
GC
96
Guggenheim Capital
Illinois
$269K 21,598 -336 -2%
AI
97
Atom Investors
Texas
$259K 20,840 +20,840 New
Squarepoint
98
Squarepoint
New York
$250K 20,122 +20,122 New
CC
99
Claybrook Capital
Massachusetts
$247K 19,880 – –
BFG
100
Bleakley Financial Group
New Jersey
$239K 19,184 +1,500 +8%
2 3
4
5 6