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New Mountain Finance
NMFC

Overview Fund Activity

166 hedge funds and large institutions have $454M invested in New Mountain Finance in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+5
Holders Change %
+3.11%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
58
Reduced
46
Closed
16
Calls
$792K
Puts
$245K
Net Calls
+$547K
Net Calls Change
+$25K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$52.7M
2
Two Sigma Investments
Two Sigma Investments
New York
$10.9M
3
FFN
Focus Financial Network
Minnesota
$4.14M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$9.5M
5
VanEck Associates
VanEck Associates
New York
$19.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
$6.39M
2
C
Cliffwater
California
$9.49M
3
SSA
Schonfeld Strategic Advisors
New York
$192K
4
MFG
Merit Financial Group
Georgia
$0
5
LSV Asset Management
LSV Asset Management
Illinois
$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IHWM
151
Iron Horse Wealth Management
Iowa
$8.9K – – –
TRCT
152
Tower Research Capital (TRC)
New York
$8.14K +$8.14K +640 New
Simplex Trading
153
Simplex Trading
Illinois
$7K +$2.54K +214 +57%
FFA
154
Farther Finance Advisors
California
$5.86K -$38 -3 -0.6%
PA
155
Parallel Advisors
California
$3.82K – – –
AF
156
Advisornet Financial
Minnesota
$3.37K – – –
LFG
157
Larson Financial Group
Missouri
$2.66K – – –
CAM
158
Creekmur Asset Management
Illinois
$2.63K +$2.63K +207 New
HCP
159
Hexagon Capital Partners
Arkansas
$1.91K – – –
WFA
160
West Financial Advisors
Iowa
$1.48K +$26 +2 +2%
BFEC
161
Benjamin F. Edwards & Company
Missouri
$1K +$12 +1 +1%
HI
162
Horizon Investments
North Carolina
$432 – – –
RAM
163
Riggs Asset Management
Pennsylvania
$369 +$369 +29 New
EC
164
Elequin Capital
New York
$140 -$535 -42 -79%
Citigroup
165
Citigroup
New York
$64 – – –
Fidelity Investments
166
Fidelity Investments
Massachusetts
$13 +$13 +1 New
MFG
167
Merit Financial Group
Georgia
– -$1.02M -78,616 Closed
Connor, Clark & Lunn Investment Management (CC&L)
168
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$321K -24,753 Closed
JF
169
Jump Financial
Illinois
– -$288K -22,269 Closed
SMH
170
Sanders Morris Harris
Texas
– -$283K -21,875 Closed
SS
171
Simplicity Solutions
Minnesota
– -$206K -15,879 Closed
BFG
172
Bleakley Financial Group
New Jersey
– -$206K -15,879 Closed
DTL
173
Dynamic Technology Lab
Singapore
– -$184K -14,202 Closed
CC
174
Centiva Capital
New York
– -$178K -13,755 Closed
DC
175
Davenport & Co
Virginia
– -$177K -13,641 Closed
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