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New Mountain Finance
NMFC

Overview Fund Activity

159 hedge funds and large institutions have $406M invested in New Mountain Finance in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 51 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
159
Holders Change
+11
Holders Change %
+7.43%
% of All Funds
2.57%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
30
Increased
51
Reduced
38
Closed
14
Calls
$602K
Puts
$123K
Net Calls
+$479K
Net Calls Change
-$6K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$46.2M
2
Millennium Management
2
Millennium Management
New York
$12.1M
3
LC
3
Lindbrook Capital
California
$4.35M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$29.7M
5
RA
5
Rockingstone Advisors
Massachusetts
$2.43M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.18M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$2.7M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$24K
4
Wells Fargo
4
Wells Fargo
California
$3.92M
5
Goldman Sachs
5
Goldman Sachs
New York
$187K
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
1
Cerity Partners
New York
$46.2M 3,738,068 +3,726,217 +31,442%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$38.5M 3,114,304 -15 -0%
HighTower Advisors
3
HighTower Advisors
Illinois
$30.6M 2,475,571 +103,868 +4%
LSV Asset Management
4
LSV Asset Management
Illinois
$29.7M 2,398,994 +201,568 +9%
Morgan Stanley
5
Morgan Stanley
New York
$21.8M 1,759,578 -19,441 -1%
C
6
Cliffwater
California
$18.3M 1,478,593 +112,208 +8%
VanEck Associates
7
VanEck Associates
New York
$15.4M 1,248,898 +103,464 +9%
DCM
8
Dimension Capital Management
Florida
$15M 1,216,078 +39,603 +3%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$13.9M 1,119,658 -4,378 -0.4%
PCM
10
Palisade Capital Management
New Jersey
$12.8M 1,031,803 +180,625 +21%
Millennium Management
11
Millennium Management
New York
$12.1M 977,695 +873,440 +838%
BlackRock
12
BlackRock
New York
$9.38M 758,591 +10,374 +1%
Legal & General Group
13
Legal & General Group
United Kingdom
$8.36M 675,987 +34,160 +5%
BGIM
14
Brandywine Global Investment Management
Pennsylvania
$6.45M 521,129 +75,576 +17%
UBS Group
15
UBS Group
Switzerland
$5.15M 415,964 +50,694 +14%
MC
16
Muzinich & Co
New York
$5.1M 412,849 +10,695 +3%
Sumitomo Mitsui Trust Group
17
Sumitomo Mitsui Trust Group
Japan
$4.96M 401,025 +10,413 +3%
CIM
18
Confluence Investment Management
Missouri
$4.96M 400,776 -519 -0.1%
Bank of America
19
Bank of America
North Carolina
$4.86M 392,679 -19,064 -5%
ACM
20
Advisors Capital Management
New Jersey
$4.37M 353,061 +5,107 +1%
LC
21
Lindbrook Capital
California
$4.35M 351,648 +351,648 New
Osaic Holdings
22
Osaic Holdings
Arizona
$4.26M 344,580 +5,633 +2%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$4.25M 343,400 -44,600 -11%
AAM
24
Advisors Asset Management
Colorado
$4.21M 340,519 -19,276 -5%
Wells Fargo
25
Wells Fargo
California
$3.92M 316,766 -67,703 -18%
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