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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
Cerity Partners
New York
$46.2M
2
Millennium Management
Millennium Management
New York
$12.1M
3
LC
Lindbrook Capital
California
$4.35M
4
LSV Asset Management
LSV Asset Management
Illinois
$29.7M
5
PCM
Palisade Capital Management
New Jersey
$12.8M

Top Sellers

1
Invesco
Invesco
Georgia
$1.18M
2
Two Sigma Investments
Two Sigma Investments
New York
$2.7M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$24K
4
Wells Fargo
Wells Fargo
California
$3.92M
5
Goldman Sachs
Goldman Sachs
New York
$187K
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Asset Management
126
Nomura Asset Management
Japan
$38.4K +$9.72K +786 +34%
HI
127
Harbour Investments
Wisconsin
$28.7K – – –
RFA
128
Register Financial Advisors
Georgia
$28.2K +$28.2K +2,279 New
BAM
129
Belpointe Asset Management
Nevada
$27.2K +$27.2K +2,201 New
Lazard Asset Management
130
Lazard Asset Management
New York
$26K – – –
PTC
131
Private Trust Company
Ohio
$25K – – –
Acadian Asset Management
132
Acadian Asset Management
Massachusetts
$24K -$1.04M -85,583 -98%
WAM
133
Worth Asset Management
Texas
$21.9K – – –
MCC
134
Money Concepts Capital
Florida
$19.4K +$12.5K +1,008 +179%
CFGS
135
Concourse Financial Group Securities
Alabama
$17.3K – – –
TIM
136
Tortoise Investment Management
New York
$17.3K – – –
HNB
137
Huntington National Bank
Ohio
$13.6K – – –
BFEC
138
Benjamin F. Edwards & Company
Missouri
$13K +$24 +2 +0.2%
FHA
139
First Horizon Advisors
Tennessee
$12.4K – – –
EWA
140
EverSource Wealth Advisors
Alabama
$11.4K +$11.4K +925 New
Simplex Trading
141
Simplex Trading
Illinois
$10K +$9.2K +744 +1,145%
SIS
142
Sound Income Strategies
Florida
$9.9K – – –
IHWM
143
Iron Horse Wealth Management
Iowa
$9K – – –
FFA
144
Farther Finance Advisors
California
$5.74K +$5.74K +464 New
SPIA
145
Steward Partners Investment Advisory
New York
$4.95K – – –
MSCM
146
McElhenny Sheffield Capital Management
Texas
$4.95K +$4.95K +400 New
PA
147
Parallel Advisors
California
$3.71K – – –
LWANC
148
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.71K – – –
AF
149
Advisornet Financial
Minnesota
$3.28K – – –
QL
150
Quarry LP
New York
$3.2K +$3.2K +259 New
3 4 5
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