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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 %
Cerity Partners
1
Cerity Partners
New York
$47.6M 3,912,941 +174,873 +5%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$38M 3,120,716 +6,412 +0.2%
HighTower Advisors
3
HighTower Advisors
Illinois
$31.3M 2,569,656 +94,085 +4%
LSV Asset Management
4
LSV Asset Management
Illinois
$29.2M 2,395,796 -3,198 -0.1%
Morgan Stanley
5
Morgan Stanley
New York
$22.8M 1,874,779 +115,201 +7%
VanEck Associates
6
VanEck Associates
New York
$16.2M 1,335,216 +86,318 +7%
DCM
7
Dimension Capital Management
Florida
$14.4M 1,181,700 -34,378 -3%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$14M 1,148,529 +28,871 +3%
C
9
Cliffwater
California
$12.7M 1,042,590 -436,003 -29%
PCM
10
Palisade Capital Management
New Jersey
$12.5M 1,027,928 -3,875 -0.4%
Legal & General Group
11
Legal & General Group
United Kingdom
$8.56M 702,880 +26,893 +4%
Millennium Management
12
Millennium Management
New York
$7.39M 607,085 -370,610 -38%
BGIM
13
Brandywine Global Investment Management
Pennsylvania
$6.44M 529,299 +8,170 +2%
BlackRock
14
BlackRock
New York
$5.77M 473,800 -284,791 -38%
Bank of America
15
Bank of America
North Carolina
$5.29M 434,899 +42,220 +11%
Two Sigma Investments
16
Two Sigma Investments
New York
$4.91M 403,512 +185,226 +85%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$4.81M 395,400 +52,000 +15%
MC
18
Muzinich & Co
New York
$4.77M 392,104 -20,745 -5%
Sumitomo Mitsui Trust Group
19
Sumitomo Mitsui Trust Group
Japan
$4.58M 376,005 -25,020 -6%
UBS Group
20
UBS Group
Switzerland
$4.53M 372,257 -43,707 -11%
CIM
21
Confluence Investment Management
Missouri
$4.51M 370,941 -29,835 -7%
ACM
22
Advisors Capital Management
New Jersey
$4.41M 362,182 +9,121 +3%
AAM
23
Advisors Asset Management
Colorado
$4.37M 358,672 +18,153 +5%
Osaic Holdings
24
Osaic Holdings
Arizona
$4.35M 357,863 +13,283 +4%
LC
25
Lindbrook Capital
California
$4.35M 357,398 +5,750 +2%
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