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 %
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$133K 10,300 +10,300 New
Brown Advisory
127
Brown Advisory
Maryland
$130K 10,000 – –
VV
128
Verity & Verity
South Carolina
$130K 10,000 – –
Bessemer Group
129
Bessemer Group
New Jersey
$99K 7,680 – –
CWM
130
Cedar Wealth Management
California
$98.4K 7,600 – –
IA
131
IFP Advisors
Florida
$87K 6,716 -201 -3%
SOW
132
State of Wyoming
Wyoming
$72.6K 5,605 +5,605 New
HI
133
Harbour Investments
Wisconsin
$72.3K 5,583 – –
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$68.6K 5,300 +5,300 New
Barclays
135
Barclays
United Kingdom
$63K 4,900 +4,900 New
SPIA
136
Steward Partners Investment Advisory
New York
$57.1K 4,409 +4,009 +1,002%
CWC
137
Carolinas Wealth Consulting
North Carolina
$29.7K 2,400 +2,400 New
NA
138
NewEdge Advisors
Louisiana
$26.8K 2,067 – –
PTC
139
Private Trust Company
Ohio
$26.3K 2,033 – –
SC
140
SouthState Corp
Florida
$23.2K 1,792 +1,792 New
ACM
141
Aquatic Capital Management
Illinois
$23K 1,800 -10,500 -85%
CFGS
142
Concourse Financial Group Securities
Alabama
$18.1K 1,400 – –
Nomura Asset Management
143
Nomura Asset Management
Japan
$14.9K 1,149 -700 -38%
HNB
144
Huntington National Bank
Ohio
$14.3K 1,101 – –
FHA
145
First Horizon Advisors
Tennessee
$13K 1,000 – –
EWA
146
EverSource Wealth Advisors
Alabama
$12K 925 – –
SIS
147
Sound Income Strategies
Florida
$10.4K 800 – –
HGERS
148
Householder Group Estate & Retirement Specialist
Arizona
$9.49K 733 +733 New
IHWM
149
Iron Horse Wealth Management
Iowa
$9.07K 700 – –
CSPIA
150
Cary Street Partners Investment Advisory
Virginia
$6.48K 500 – –
4 5
6
7 8