NMFC icon

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 %
RIL
101
Rothschild Investment LLC
Illinois
$248K -$12.7K -1,000 -5%
SAG
102
SageView Advisory Group
California
$246K – – –
BCA
103
Bay Colony Advisors
Massachusetts
$243K +$5.61K +441 +2%
AIM
104
Allen Investment Management
New York
$242K – – –
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$238K +$238K +18,305 New
Northern Trust
106
Northern Trust
Illinois
$235K -$184K -14,473 -44%
KAS
107
Kestra Advisory Services
Texas
$235K +$55.7K +4,380 +31%
N
108
Natixis
France
$220K – – –
PI
109
PFG Investments
New York
$220K +$2.72K +214 +1%
WJWM
110
Williams Jones Wealth Management
New York
$216K – – –
Squarepoint
111
Squarepoint
New York
$209K +$75.6K +5,943 +56%
QT
112
Quantbot Technologies
New York
$201K +$201K +15,766 New
Wealth Enhancement Advisory Services
113
Wealth Enhancement Advisory Services
Minnesota
$196K +$19.4K +1,525 +11%
GCP
114
GSA Capital Partners
United Kingdom
$194K +$194K +15,222 New
SSA
115
Schonfeld Strategic Advisors
New York
$192K -$1.06M -83,300 -85%
MM
116
MQS Management
New York
$189K +$189K +14,861 New
Jane Street
117
Jane Street
New York
$187K +$187K +14,727 New
ASN
118
Advisory Services Network
Georgia
$181K -$55.6K -4,372 -23%
VF
119
Virtu Financial
New York
$181K +$181K +14,229 New
EFS
120
Essex Financial Services
Connecticut
$181K +$89 +7 +0%
WA
121
Wambolt & Associates
Colorado
$178K -$26.5K -2,083 -13%
Creative Planning
122
Creative Planning
Kansas
$162K +$191 +15 +0.1%
XT
123
XTX Topco
Cayman Islands
$158K +$158K +12,386 New
AWAG
124
ARS Wealth Advisors Group
Florida
$145K – – –
ProShare Advisors
125
ProShare Advisors
Maryland
$143K -$18.4K -1,445 -11%
3 4
5
6 7