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New Mountain Finance
NMFC

Overview Fund Activity

166 hedge funds and large institutions have $454M invested in New Mountain Finance in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 46 reducing their positions, and 16 closing their positions.

Holders
166
Holders Change
+5
Holders Change %
+3.11%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
58
Reduced
46
Closed
16
Calls
$792K
Puts
$245K
Net Calls
+$547K
Net Calls Change
+$25K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.7M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$10.9M
3
FFN
3
Focus Financial Network
Minnesota
$4.14M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$9.5M
5
VanEck Associates
5
VanEck Associates
New York
$19.9M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.39M
2
C
2
Cliffwater
California
$9.49M
3
SSA
3
Schonfeld Strategic Advisors
New York
$192K
4
MFG
4
Merit Financial Group
Georgia
$0
5
LSV Asset Management
5
LSV Asset Management
Illinois
$32.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$52.7M 4,141,808 +1,971,202 +91%
Cerity Partners
2
Cerity Partners
New York
$45.5M 3,574,600 +91,379 +3%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$39.1M 3,076,357 +1,367 +0%
HighTower Advisors
4
HighTower Advisors
Illinois
$36.1M 2,835,332 +6,841 +0.2%
LSV Asset Management
5
LSV Asset Management
Illinois
$32.5M 2,557,475 -67,528 -3%
VanEck Associates
6
VanEck Associates
New York
$19.9M 1,562,437 +156,652 +11%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$15.7M 1,236,979 +78,015 +7%
DCM
8
Dimension Capital Management
Florida
$15.3M 1,199,581 -11,142 -0.9%
PCM
9
Palisade Capital Management
New Jersey
$12.1M 951,516 -47,238 -5%
Two Sigma Investments
10
Two Sigma Investments
New York
$10.9M 860,685 +335,100 +64%
Legal & General Group
11
Legal & General Group
United Kingdom
$10M 787,020 +58,038 +8%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$9.5M 747,100 +285,200 +62%
C
13
Cliffwater
California
$9.49M 746,115 -99,867 -12%
BGIM
14
Brandywine Global Investment Management
Pennsylvania
$6.97M 547,917 +2,754 +0.5%
Bank of America
15
Bank of America
North Carolina
$6.4M 502,946 +14,035 +3%
Millennium Management
16
Millennium Management
New York
$6.39M 502,267 -365,288 -42%
LC
17
Lindbrook Capital
California
$5M 393,285 +110 +0%
CIM
18
Confluence Investment Management
Missouri
$4.78M 375,589 +207 +0.1%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.72M 370,725 +10,855 +3%
Goldman Sachs
20
Goldman Sachs
New York
$4.4M 345,769 +126,204 +57%
UBS Group
21
UBS Group
Switzerland
$4.35M 341,904 +11,619 +4%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$4.24M 333,882 -10,900 -3%
BlackRock
23
BlackRock
New York
$4.14M 325,228 +7,227 +2%
FFN
24
Focus Financial Network
Minnesota
$4.14M 324,625 +324,625 New
AAM
25
Advisors Asset Management
Colorado
$3.88M 305,416 -50,075 -14%
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