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New Mountain Finance
NMFC

Overview Fund Activity

161 hedge funds and large institutions have $423M invested in New Mountain Finance in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 14 closing their positions.

Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
52
Reduced
46
Closed
14
Calls
$558K
Puts
$36K
Net Calls
+$522K
Net Calls Change
+$148K

Top Buyers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$4.46M
2
Morgan Stanley
2
Morgan Stanley
New York
$28.1M
3
Millennium Management
3
Millennium Management
New York
$11.2M
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$2.04M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.84M

Top Sellers

1
ACM
1
Advisors Capital Management
New Jersey
$0
2
Cerity Partners
2
Cerity Partners
New York
$45.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$0
5
BlackRock
5
BlackRock
New York
$4.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
1
Cerity Partners
New York
$45.1M 3,483,221 -267,840 -7%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$39.8M 3,074,990 +1,666 +0.1%
HighTower Advisors
3
HighTower Advisors
Illinois
$36.6M 2,828,491 +93,195 +3%
LSV Asset Management
4
LSV Asset Management
Illinois
$34M 2,625,003 -48,265 -2%
Morgan Stanley
5
Morgan Stanley
New York
$28.1M 2,170,606 +263,886 +14%
VanEck Associates
6
VanEck Associates
New York
$18.2M 1,405,785 +85,873 +7%
DCM
7
Dimension Capital Management
Florida
$15.7M 1,210,723 +18,871 +2%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$15M 1,158,964 -23,824 -2%
PCM
9
Palisade Capital Management
New Jersey
$12.9M 998,754 -26,690 -3%
Millennium Management
10
Millennium Management
New York
$11.2M 867,555 +167,954 +24%
C
11
Cliffwater
California
$11M 845,982 +16,847 +2%
Legal & General Group
12
Legal & General Group
United Kingdom
$9.44M 728,982 -10,181 -1%
BGIM
13
Brandywine Global Investment Management
Pennsylvania
$7.06M 545,163 -6,393 -1%
Two Sigma Investments
14
Two Sigma Investments
New York
$6.81M 525,585 +93,599 +22%
Bank of America
15
Bank of America
North Carolina
$6.33M 488,911 +47,414 +11%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$5.98M 461,900 +56,000 +14%
LC
17
Lindbrook Capital
California
$5.09M 393,175 +16,750 +4%
CIM
18
Confluence Investment Management
Missouri
$4.86M 375,382 +3,154 +0.8%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.66M 359,870 +6,721 +2%
AAM
20
Advisors Asset Management
Colorado
$4.6M 355,491 +25,908 +8%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$4.46M 344,782 +344,782 New
MC
22
Muzinich & Co
New York
$4.34M 335,460 -23,597 -7%
UBS Group
23
UBS Group
Switzerland
$4.28M 330,285 -41,718 -11%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$4.18M 322,821 -20,137 -6%
BlackRock
25
BlackRock
New York
$4.12M 318,001 -128,591 -29%
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