New Mountain Finance
NMFC
153 hedge funds and large institutions have $406M invested in New Mountain Finance in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 10 closing their positions.
890% more call options, than puts
Call options by funds: $416K | Put options by funds: $42K
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
26% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 42
4% more funds holding
Funds holding: 147 → 153 (+6)
5% more capital invested
Capital invested by funds: $388M → $406M (+$18.2M)
0.65% more ownership
Funds ownership: 31.68% → 32.33% (+0.65%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$3.35M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$2M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
+$1.57M |
| 4 |
Millennium Management
New York
|
+$1.12M |
| 5 |
HF
HRT Financial
New York
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
C
Cliffwater
Marina Del Rey,
California
|
-$2.57M |
| 2 |
Cerity Partners
New York
|
-$1.95M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$572K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$529K |
| 5 |
MC
Muzinich & Co
New York
|
-$399K |
NMFC Hedge Fund Activity: Q2 2023 in Review
153 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in New Mountain Finance (NMFC) for Q2 2023, worth a combined $406M — up 4.7% from $388M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new NMFC positions and 10 closed out — a net gain of 8 holders — while 53 added to existing stakes and 42 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $3.35M. The largest seller was Cliffwater, cutting an estimated $2.57M.
- 153 institutional investors held New Mountain Finance (NMFC) as of Q2 2023, up from 147 in Q1 2023.
- Funds reported $406M of New Mountain Finance stock for Q2 2023, up 4.7% quarter-over-quarter.
- 18 funds opened new New Mountain Finance positions in Q2 2023 and 10 closed out, a net change of +8 holders.
- The largest New Mountain Finance buyer in Q2 2023 was LSV Asset Management, an estimated $3.35M added.
- The largest New Mountain Finance seller in Q2 2023 was Cliffwater, an estimated $2.57M sold.
Based on aggregated 13F filings for Q2 2023.