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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 %
FFA
151
Farther Finance Advisors
California
$6.01K 464 – –
Simplex Trading
152
Simplex Trading
Illinois
$4K 375 -28 -7%
PA
153
Parallel Advisors
California
$3.89K 300 – –
AF
154
Advisornet Financial
Minnesota
$3.43K 265 – –
LFG
155
Larson Financial Group
Missouri
$2.71K 209 – –
HCP
156
Hexagon Capital Partners
Arkansas
$1.94K 150 – –
WFA
157
West Financial Advisors
Iowa
$1.47K 114 +3 +3%
BFEC
158
Benjamin F. Edwards & Company
Missouri
$1K 85 +2 +2%
EC
159
Elequin Capital
New York
$686 53 +53 New
HI
160
Horizon Investments
North Carolina
$440 34 – –
Citigroup
161
Citigroup
New York
$65 5 -69 -93%
ACM
162
Advisors Capital Management
New Jersey
– – -360,140 Closed
Envestnet Asset Management
163
Envestnet Asset Management
Illinois
– – -268,751 Closed
Cetera Investment Advisers
164
Cetera Investment Advisers
Illinois
– – -221,458 Closed
CAN
165
Cetera Advisor Networks
California
– – -39,635 Closed
SG Americas Securities
166
SG Americas Securities
New York
– – -39,350 Closed
GC
167
Guggenheim Capital
Illinois
– – -21,598 Closed
AI
168
Atom Investors
Texas
– – -20,840 Closed
TSS
169
Two Sigma Securities
New York
– – -11,801 Closed
CA
170
Cetera Advisors
Colorado
– – -10,072 Closed
BCM
171
Bourgeon Capital Management
Connecticut
– – -3,392 Closed
QT
172
Quantbot Technologies
New York
– – -2,785 Closed
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
– – -1,200 Closed
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
– – -1,031 Closed
QL
175
Quarry LP
New York
– – -779 Closed
4 5 6
7
8