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New Mountain Finance
NMFC

Overview Fund Activity

161 hedge funds and large institutions have $423M invested in New Mountain Finance in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 14 closing their positions.

Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
52
Reduced
46
Closed
14
Calls
$558K
Puts
$36K
Net Calls
+$522K
Net Calls Change
+$148K

Top Buyers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$4.46M
2
Morgan Stanley
2
Morgan Stanley
New York
$28.1M
3
Millennium Management
3
Millennium Management
New York
$11.2M
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$2.04M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.84M

Top Sellers

1
ACM
1
Advisors Capital Management
New Jersey
$0
2
Cerity Partners
2
Cerity Partners
New York
$45.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$0
5
BlackRock
5
BlackRock
New York
$4.12M
Name Market Value Shares Shares
Change 		Shares
Change %
CIC
76
Cornercap Investment Counsel
Georgia
$422K 32,595 – –
CG
77
Caprock Group
Idaho
$411K 31,736 – –
BA
78
Bard Associates
Illinois
$405K 31,248 – –
CBC
79
Coombe, Bender & Co
New York
$399K 30,806 +784 +3%
WG
80
Winton Group
United Kingdom
$379K 29,281 +29,281 New
BAMF
81
BI Asset Management Fondsmaeglerselskab
Denmark
$377K 29,083 -52,125 -64%
SW
82
SVB Wealth
Massachusetts
$376K 29,001 -1,124 -4%
Corient Private Wealth
83
Corient Private Wealth
Florida
$366K 28,237 +1,582 +6%
MSAM
84
Moloney Securities Asset Management
Missouri
$365K 28,219 +1,750 +7%
CW
85
Connectus Wealth
Ohio
$358K 27,650 +27,650 New
CIC
86
Chilton Investment Company
Connecticut
$350K 27,020 – –
Connor, Clark & Lunn Investment Management (CC&L)
87
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$321K 24,753 +24,753 New
MA
88
Mutual Advisors
Nebraska
$311K 24,046 +333 +1%
II
89
Inspire Investing
Idaho
$306K 23,642 -1,609 -6%
ECM
90
EMC Capital Management
Texas
$295K 22,807 +20,512 +894%
JF
91
Jump Financial
Illinois
$288K 22,269 +269 +1%
Empower Advisory Group
92
Empower Advisory Group
Colorado
$288K 22,206 – –
SPA
93
Shore Point Advisors
New Jersey
$284K 21,895 – –
SMH
94
Sanders Morris Harris
Texas
$283K 21,875 – –
GFS
95
GYL Financial Synergies
Connecticut
$281K 21,711 +6,056 +39%
KCM
96
Kennedy Capital Management
Missouri
$280K 21,628 – –
RIL
97
Rothschild Investment LLC
Illinois
$266K 20,520 +10,000 +95%
CC
98
Claybrook Capital
Massachusetts
$257K 19,880 – –
Qube Research & Technologies (QRT)
99
Qube Research & Technologies (QRT)
United Kingdom
$248K 19,133 +19,133 New
AIM
100
Allen Investment Management
New York
$246K 19,010 – –
2 3
4
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