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New Mountain Finance
NMFC

Overview Fund Activity

162 hedge funds and large institutions have $353M invested in New Mountain Finance in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-6
Holders Change %
-3.57%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
57
Reduced
50
Closed
22
Calls
$533K
Puts
$220K
Net Calls
+$313K
Net Calls Change
-$233K

Top Buyers

1
TCA
Transcend Capital Advisors
New Jersey
+$4.67M
2
LSV Asset Management
LSV Asset Management
Illinois
+$3.82M
3
UBS Group
UBS Group
Switzerland
+$3.36M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
+$3.27M
5
Millennium Management
Millennium Management
New York
+$2.11M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$27.5M
2
HighTower Advisors
HighTower Advisors
Illinois
-$13.7M
3
Cerity Partners
Cerity Partners
New York
-$2.59M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.23M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
176
Avior Wealth Management
Nebraska
– -$58.3K -5,181 Closed
CFGS
177
Concourse Financial Group Securities
Alabama
– -$16K -1,400 Closed
LC
178
Lindbrook Capital
California
– -$10.9K -969 Closed
SIM
179
Synergy Investment Management
Florida
– -$2.71K -241 Closed
National Bank of Canada
180
National Bank of Canada
Quebec, Canada
– -$1.46K -130 Closed
TRCT
181
Tower Research Capital (TRC)
New York
– -$473 -42 Closed
CIAM
182
Caitong International Asset Management
Hong Kong
– -$79 -7 Closed
EC
183
Elequin Capital
New York
– -$23 -2 Closed
Fidelity Investments
184
Fidelity Investments
Massachusetts
– -$23 -2 Closed
4 5 6 7
8