NMFC icon

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 %
SAG
101
SageView Advisory Group
California
$245K 18,921 – –
BCA
102
Bay Colony Advisors
Massachusetts
$242K 18,680 +383 +2%
ASN
103
Advisory Services Network
Georgia
$241K 18,629 -125 -0.7%
N
104
Natixis
France
$222K 17,184 -1,113 -6%
PI
105
PFG Investments
New York
$221K 17,075 +17,075 New
WJWM
106
Williams Jones Wealth Management
New York
$220K 17,000 – –
ECM
107
ExodusPoint Capital Management
New York
$212K 16,391 -73,592 -82%
BFG
108
Bleakley Financial Group
New Jersey
$206K 15,879 -3,305 -17%
SS
109
Simplicity Solutions
Minnesota
$206K 15,879 -1,805 -10%
WA
110
Wambolt & Associates
Colorado
$206K 16,056 -53 -0.3%
HF
111
HRT Financial
New York
$199K 15,411 -69,772 -82%
DTL
112
Dynamic Technology Lab
Singapore
$184K 14,202 +2,525 +22%
EFS
113
Essex Financial Services
Connecticut
$184K 14,208 +6 +0%
KAS
114
Kestra Advisory Services
Texas
$183K 14,094 +14,094 New
Wealth Enhancement Advisory Services
115
Wealth Enhancement Advisory Services
Minnesota
$180K 13,905 +13,905 New
CC
116
Centiva Capital
New York
$178K 13,755 +13,755 New
DC
117
Davenport & Co
Virginia
$177K 13,641 +13,641 New
Creative Planning
118
Creative Planning
Kansas
$165K 12,722 +16 +0.1%
ProShare Advisors
119
ProShare Advisors
Maryland
$164K 12,680 -2,490 -16%
AWAG
120
ARS Wealth Advisors Group
Florida
$148K 11,390 – –
Comerica Bank
121
Comerica Bank
Texas
$147K 11,350 +11,350 New
D.E. Shaw & Co
122
D.E. Shaw & Co
New York
$147K 11,348 -17,967 -61%
FCM
123
Family Capital Management
Michigan
$137K 10,615 -113 -1%
Squarepoint
124
Squarepoint
New York
$136K 10,519 -9,603 -48%
SI
125
Stephens Inc
Arkansas
$136K 10,500 – –
3 4
5
6 7