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New Mountain Finance
NMFC

Overview Fund Activity

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.

Holders
153
Holders Change
+6
Holders Change %
+4.08%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
53
Reduced
42
Closed
10
Calls
$416K
Puts
$42K
Net Calls
+$374K
Net Calls Change
-$74K

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$33.3M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$34M
3
SSA
3
Schonfeld Strategic Advisors
New York
$1.62M
4
Millennium Management
4
Millennium Management
New York
$8.7M
5
HF
5
HRT Financial
New York
$1.06M

Top Sellers

1
C
1
Cliffwater
California
$10.3M
2
Cerity Partners
2
Cerity Partners
New York
$46.7M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$38.2M
4
Wells Fargo
4
Wells Fargo
California
$3.04M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$4.27M
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
1
Cerity Partners
New York
$46.7M 3,751,061 -161,880 -4%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$38.2M 3,073,324 -47,392 -2%
HighTower Advisors
3
HighTower Advisors
Illinois
$34M 2,735,296 +165,640 +6%
LSV Asset Management
4
LSV Asset Management
Illinois
$33.3M 2,673,268 +277,472 +12%
Morgan Stanley
5
Morgan Stanley
New York
$23.7M 1,906,720 +31,941 +2%
VanEck Associates
6
VanEck Associates
New York
$16.4M 1,319,912 -15,304 -1%
DCM
7
Dimension Capital Management
Florida
$14.8M 1,191,852 +10,152 +0.9%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$14.7M 1,182,788 +34,259 +3%
PCM
9
Palisade Capital Management
New Jersey
$12.8M 1,025,444 -2,484 -0.2%
C
10
Cliffwater
California
$10.3M 829,135 -213,455 -20%
Legal & General Group
11
Legal & General Group
United Kingdom
$9.19M 739,163 +36,283 +5%
Millennium Management
12
Millennium Management
New York
$8.7M 699,601 +92,516 +15%
BGIM
13
Brandywine Global Investment Management
Pennsylvania
$6.86M 551,556 +22,257 +4%
BlackRock
14
BlackRock
New York
$5.56M 446,592 -27,208 -6%
Bank of America
15
Bank of America
North Carolina
$5.49M 441,497 +6,598 +2%
Two Sigma Investments
16
Two Sigma Investments
New York
$5.37M 431,986 +28,474 +7%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$5.05M 405,900 +10,500 +3%
LC
18
Lindbrook Capital
California
$4.68M 376,425 +19,027 +5%
CIM
19
Confluence Investment Management
Missouri
$4.63M 372,228 +1,287 +0.3%
UBS Group
20
UBS Group
Switzerland
$4.63M 372,003 -254 -0.1%
ACM
21
Advisors Capital Management
New Jersey
$4.48M 360,140 -2,042 -0.6%
MC
22
Muzinich & Co
New York
$4.47M 359,057 -33,047 -8%
Osaic Holdings
23
Osaic Holdings
Arizona
$4.39M 353,149 -4,714 -1%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$4.27M 342,958 -33,047 -9%
AAM
25
Advisors Asset Management
Colorado
$4.1M 329,583 -29,089 -8%
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