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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 %
AIM
101
Allen Investment Management
New York
$236K 19,010 -1,472 -7%
SAG
102
SageView Advisory Group
California
$235K 18,921 – –
ASN
103
Advisory Services Network
Georgia
$233K 18,754 – –
N
104
Natixis
France
$228K 18,297 -5,482 -23%
BCA
105
Bay Colony Advisors
Massachusetts
$228K 18,297 +552 +3%
SS
106
Simplicity Solutions
Minnesota
$220K 17,684 – –
WJWM
107
Williams Jones Wealth Management
New York
$211K 17,000 – –
WA
108
Wambolt & Associates
Colorado
$200K 16,109 -282 -2%
GFS
109
GYL Financial Synergies
Connecticut
$195K 15,655 – –
ProShare Advisors
110
ProShare Advisors
Maryland
$189K 15,170 +97 +0.6%
EFS
111
Essex Financial Services
Connecticut
$177K 14,202 +5 +0%
Creative Planning
112
Creative Planning
Kansas
$158K 12,706 -1,238 -9%
ACM
113
Aquatic Capital Management
Illinois
$153K 12,300 +12,300 New
TSS
114
Two Sigma Securities
New York
$147K 11,801 +11,801 New
DTL
115
Dynamic Technology Lab
Singapore
$145K 11,677 -261 -2%
AWAG
116
ARS Wealth Advisors Group
Florida
$142K 11,390 – –
FCM
117
Family Capital Management
Michigan
$133K 10,728 +13 +0.1%
RIL
118
Rothschild Investment LLC
Illinois
$131K 10,520 – –
SI
119
Stephens Inc
Arkansas
$131K 10,500 – –
CA
120
Cetera Advisors
Colorado
$125K 10,072 +10,072 New
Brown Advisory
121
Brown Advisory
Maryland
$124K 10,000 -4,159 -29%
VV
122
Verity & Verity
South Carolina
$124K 10,000 +10,000 New
Bessemer Group
123
Bessemer Group
New Jersey
$96K 7,680 – –
CWM
124
Cedar Wealth Management
California
$94.5K 7,600 – –
IA
125
IFP Advisors
Florida
$86K 6,917 +201 +3%
3 4
5
6 7