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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 %
HI
126
Harbour Investments
Wisconsin
$69.5K 5,583 – –
BCM
127
Bourgeon Capital Management
Connecticut
$42.2K 3,392 +3,392 New
QT
128
Quantbot Technologies
New York
$34.6K 2,785 +2,785 New
NA
129
NewEdge Advisors
Louisiana
$25.7K 2,067 +2,067 New
PTC
130
Private Trust Company
Ohio
$25.3K 2,033 – –
Nomura Asset Management
131
Nomura Asset Management
Japan
$23K 1,849 -359 -16%
CFGS
132
Concourse Financial Group Securities
Alabama
$17.4K 1,400 – –
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$15K 1,200 -6,550 -85%
HNB
134
Huntington National Bank
Ohio
$13.7K 1,101 – –
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$12.8K 1,031 +1,031 New
FHA
136
First Horizon Advisors
Tennessee
$12.4K 1,000 – –
EWA
137
EverSource Wealth Advisors
Alabama
$11.5K 925 – –
SIS
138
Sound Income Strategies
Florida
$9.95K 800 – –
QL
139
Quarry LP
New York
$9.69K 779 +779 New
IHWM
140
Iron Horse Wealth Management
Iowa
$8.71K 700 – –
CSPIA
141
Cary Street Partners Investment Advisory
Virginia
$6.22K 500 +500 New
FFA
142
Farther Finance Advisors
California
$5.77K 464 – –
Simplex Trading
143
Simplex Trading
Illinois
$5K 403 -244 -38%
SPIA
144
Steward Partners Investment Advisory
New York
$4.98K 400 – –
PA
145
Parallel Advisors
California
$3.73K 300 – –
AF
146
Advisornet Financial
Minnesota
$3.3K 265 – –
LFG
147
Larson Financial Group
Missouri
$2.6K 209 +209 New
HCP
148
Hexagon Capital Partners
Arkansas
$1.87K 150 – –
WFA
149
West Financial Advisors
Iowa
$1.38K 111 +3 +3%
BFEC
150
Benjamin F. Edwards & Company
Missouri
$1K 83 +2 +2%
3 4 5
6
7