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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 Holding Trade Value Shares
Change 		Shares
Change %
PTC
126
Private Trust Company
Ohio
$24.7K – – –
TIM
127
Tortoise Investment Management
New York
$17K – – –
CFGS
128
Concourse Financial Group Securities
Alabama
$17K – – –
RFA
129
Register Financial Advisors
Georgia
$13.5K -$14.3K -1,172 -51%
HNB
130
Huntington National Bank
Ohio
$13.4K – – –
FHA
131
First Horizon Advisors
Tennessee
$12.2K – – –
EWA
132
EverSource Wealth Advisors
Alabama
$11.3K – – –
SIS
133
Sound Income Strategies
Florida
$9.74K – – –
HGERS
134
Householder Group Estate & Retirement Specialist
Arizona
$9K +$9K +733 New
IHWM
135
Iron Horse Wealth Management
Iowa
$8.52K – – –
Simplex Trading
136
Simplex Trading
Illinois
$7K -$1.75K -162 -20%
FFA
137
Farther Finance Advisors
California
$5.65K – – –
SPIA
138
Steward Partners Investment Advisory
New York
$4.87K – – –
PA
139
Parallel Advisors
California
$3.65K – – –
LWANC
140
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.65K – – –
AF
141
Advisornet Financial
Minnesota
$3.23K – – –
DZ Bank
142
DZ Bank
Germany
$2.44K +$2.44K +200 New
HCP
143
Hexagon Capital Partners
Arkansas
$1.83K – – –
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$1.51K +$119 +9,788 +9%
WFA
145
West Financial Advisors
Iowa
$1.31K +$36 +3 +3%
BFEC
146
Benjamin F. Edwards & Company
Missouri
$1K -$12.3K -998 -92%
HI
147
Horizon Investments
North Carolina
$414 +$414 +34 New
Citigroup
148
Citigroup
New York
$61 – – –
NCM
149
NCM Capital Management
New Jersey
– -$1.35M -109,475 Closed
ACM
150
Acrisure Capital Management
Texas
– -$780K -63,038 Closed
3 4 5
6
7