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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 Market Value Shares Shares
Change 		Shares
Change %
JF
151
Jump Financial
Illinois
– – -52,500 Closed
CANY
152
Caxton Associates (New York)
New York
– – -48,360 Closed
HF
153
HRT Financial
New York
– – -37,500 Closed
WSCM
154
Wellington Shields Capital Management
New York
– – -21,000 Closed
Goldman Sachs
155
Goldman Sachs
New York
– – -15,149 Closed
Mercer Global Advisors
156
Mercer Global Advisors
Colorado
– – -12,549 Closed
E
157
Ergoteles
New York
– – -12,336 Closed
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
– – -10,440 Closed
ACM
159
Aquatic Capital Management
Illinois
– – -7,300 Closed
AWM
160
Accurate Wealth Management
Florida
– – -6,565 Closed
PI
161
PEAK6 Investments
Illinois
– – -3,557 Closed
Lazard Asset Management
162
Lazard Asset Management
New York
– – -2,152 Closed
Acadian Asset Management
163
Acadian Asset Management
Massachusetts
– – -1,976 Closed
WAM
164
Worth Asset Management
Texas
– – -1,770 Closed
MCC
165
Money Concepts Capital
Florida
– – -1,570 Closed
MSCM
166
McElhenny Sheffield Capital Management
Texas
– – -400 Closed
QL
167
Quarry LP
New York
– – -259 Closed
ZIG
168
Zullo Investment Group
Pennsylvania
– – -191 Closed
USCWA
169
U.S. Capital Wealth Advisors
Texas
– – -132 Closed
SSB
170
Sandy Spring Bank
Maryland
– – -128 Closed
QT
171
Quantbot Technologies
New York
– – -1 Closed
GTCM
172
Gyon Technologies Capital Management
New Jersey
– – -1 Closed
Group One Trading
173
Group One Trading
Illinois
– – – –
HCM
174
Hollencrest Capital Management
California
– – – –
3 4 5 6
7