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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 %
BFG
101
Bleakley Financial Group
New Jersey
$226K +$226K +18,257 New
ECM
102
ExodusPoint Capital Management
New York
$214K +$214K +17,262 New
Brown Advisory
103
Brown Advisory
Maryland
$210K – – –
SAG
104
SageView Advisory Group
California
$210K +$210K +16,946 New
BS
105
Boenning & Scattergood
Pennsylvania
$208K – – –
WA
106
Wambolt & Associates
Colorado
$207K -$4.76K -385 -2%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$203K +$203K +16,418 New
GFS
108
GYL Financial Synergies
Connecticut
$194K +$34.3K +2,770 +21%
Goldman Sachs
109
Goldman Sachs
New York
$187K -$590K -47,726 -76%
EFS
110
Essex Financial Services
Connecticut
$175K +$74 +6 +0%
Creative Planning
111
Creative Planning
Kansas
$160K +$3.28K +265 +2%
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$155K +$155K +12,549 New
E
113
Ergoteles
New York
$153K +$153K +12,336 New
FCM
114
Family Capital Management
Michigan
$152K +$152K +12,248 New
AWAG
115
ARS Wealth Advisors Group
Florida
$141K +$141K +11,390 New
BCA
116
Bay Colony Advisors
Massachusetts
$138K +$138K +11,155 New
RIL
117
Rothschild Investment LLC
Illinois
$130K – – –
SI
118
Stephens Inc
Arkansas
$130K – – –
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$129K +$96.4K +7,801 +296%
IA
120
IFP Advisors
Florida
$119K +$102K +7,389 +617%
Bessemer Group
121
Bessemer Group
New Jersey
$95K – – –
CWM
122
Cedar Wealth Management
California
$94K – – –
ACM
123
Aquatic Capital Management
Illinois
$90K +$90K +7,300 New
AWM
124
Accurate Wealth Management
Florida
$83.4K +$83.4K +6,565 New
PI
125
PEAK6 Investments
Illinois
$44K -$173K -13,995 -80%
3 4
5
6 7