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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 %
WJWM
101
Williams Jones Wealth Management
New York
$207K 17,000 -3,000 -15%
WA
102
Wambolt & Associates
Colorado
$201K 16,391 -325 -2%
XT
103
XTX Topco
Cayman Islands
$197K 16,203 +16,203 New
GFS
104
GYL Financial Synergies
Connecticut
$191K 15,655 – –
ProShare Advisors
105
ProShare Advisors
Maryland
$183K 15,073 +15,073 New
EFS
106
Essex Financial Services
Connecticut
$173K 14,197 +5 +0%
Brown Advisory
107
Brown Advisory
Maryland
$172K 14,159 -2,841 -17%
ECM
108
ExodusPoint Capital Management
New York
$171K 14,036 -3,226 -19%
Creative Planning
109
Creative Planning
Kansas
$170K 13,944 +1,018 +8%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$159K 13,098 -3,320 -20%
DTL
111
Dynamic Technology Lab
Singapore
$145K 11,938 +11,938 New
AWAG
112
ARS Wealth Advisors Group
Florida
$139K 11,390 – –
FCM
113
Family Capital Management
Michigan
$130K 10,715 -1,533 -13%
RIL
114
Rothschild Investment LLC
Illinois
$128K 10,520 – –
SI
115
Stephens Inc
Arkansas
$128K 10,500 – –
TRCT
116
Tower Research Capital (TRC)
New York
$122K 9,984 +9,984 New
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$94K 7,750 +7,750 New
IA
118
IFP Advisors
Florida
$93.4K 6,716 -1,870 -22%
Bessemer Group
119
Bessemer Group
New Jersey
$93K 7,680 – –
CWM
120
Cedar Wealth Management
California
$92.5K 7,600 – –
HI
121
Harbour Investments
Wisconsin
$67.9K 5,583 +3,266 +141%
SOW
122
State of Wyoming
Wyoming
$29.4K 2,417 +2,417 New
BAM
123
Belpointe Asset Management
Nevada
$28.4K 2,336 +135 +6%
Nomura Asset Management
124
Nomura Asset Management
Japan
$26.9K 2,208 -895 -29%
NA
125
NewEdge Advisors
Louisiana
– – -2,067 Closed
3 4
5
6 7