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New Mountain Finance
NMFC

Overview Fund Activity

166 hedge funds and large institutions have $454M invested in New Mountain Finance in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 46 reducing their positions, and 16 closing their positions.

Holders
166
Holders Change
+5
Holders Change %
+3.11%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
58
Reduced
46
Closed
16
Calls
$792K
Puts
$245K
Net Calls
+$547K
Net Calls Change
+$25K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.7M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$10.9M
3
FFN
3
Focus Financial Network
Minnesota
$4.14M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$9.5M
5
VanEck Associates
5
VanEck Associates
New York
$19.9M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.39M
2
C
2
Cliffwater
California
$9.49M
3
SSA
3
Schonfeld Strategic Advisors
New York
$192K
4
MFG
4
Merit Financial Group
Georgia
$0
5
LSV Asset Management
5
LSV Asset Management
Illinois
$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
76
International Assets Investment Management
Florida
$426K -$5.09K -400 -1%
SPC
77
Sigma Planning Corp
Michigan
$422K -$614K -48,272 -59%
CIC
78
Cornercap Investment Counsel
Georgia
$420K +$5.09K +400 +1%
SW
79
SVB Wealth
Massachusetts
$419K +$49.9K +3,926 +14%
OC
80
Oppenheimer & Co
New York
$418K -$32.4K -2,550 -7%
CG
81
Caprock Group
Idaho
$404K – – –
CBC
82
Coombe, Bender & Co
New York
$398K +$6.3K +495 +2%
RJA
83
Raymond James & Associates
Florida
$394K -$57.7K -4,533 -13%
II
84
Inspire Investing
Idaho
$384K +$83K +6,523 +28%
NW
85
NewEdge Wealth
Pennsylvania
$382K +$382K +30,000 New
BA
86
Bard Associates
Illinois
$378K -$19.7K -1,550 -5%
BAMF
87
BI Asset Management Fondsmaeglerselskab
Denmark
$370K – – –
MSAM
88
Moloney Securities Asset Management
Missouri
$360K +$572 +45 +0.2%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$350K +$350K +27,552 New
CIC
90
Chilton Investment Company
Connecticut
$344K – – –
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
$341K +$196K +15,431 +136%
Corient Private Wealth
92
Corient Private Wealth
Florida
$340K -$19.4K -1,529 -5%
MA
93
Mutual Advisors
Nebraska
$321K +$15.3K +1,200 +5%
ECM
94
EMC Capital Management
Texas
$290K – – –
Empower Advisory Group
95
Empower Advisory Group
Colorado
$282K – – –
SPA
96
Shore Point Advisors
New Jersey
$279K – – –
GFS
97
GYL Financial Synergies
Connecticut
$278K +$1.97K +155 +0.7%
KCM
98
Kennedy Capital Management
Missouri
$275K – – –
ACM
99
Aquatic Capital Management
Illinois
$261K +$238K +18,700 +1,039%
Lido Advisors
100
Lido Advisors
California
$253K +$253K +19,880 New
2 3
4
5 6