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New Mountain Finance
NMFC

Overview Fund Activity

175 hedge funds and large institutions have $436M invested in New Mountain Finance in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 44 reducing their positions, and 20 closing their positions.

Holders
175
Holders Change
+9
Holders Change %
+5.42%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
29
Increased
58
Reduced
44
Closed
20
Calls
$913K
Puts
$109K
Net Calls
+$804K
Net Calls Change
+$257K

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$15M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$13.1M
3
MFG
3
Merit Financial Group
Georgia
$3.3M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$38.6M
5
TP
5
Tranquility Partners
Tennessee
$3.59M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.8M
2
SAG
2
SageView Advisory Group
California
$1.65M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
FFN
4
Focus Financial Network
Minnesota
$0
5
C
5
Cliffwater
California
$5.39M
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
1
Cerity Partners
New York
$45.6M 3,600,932 +26,332 +0.7%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$39.1M 3,083,543 +7,186 +0.2%
HighTower Advisors
3
HighTower Advisors
Illinois
$38.6M 3,049,186 +213,854 +8%
LSV Asset Management
4
LSV Asset Management
Illinois
$32.1M 2,531,175 -26,300 -1%
Morgan Stanley
5
Morgan Stanley
New York
$26.8M 2,115,053 -2,026,755 -49%
VanEck Associates
6
VanEck Associates
New York
$21.7M 1,710,907 +148,470 +10%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$15.5M 1,221,145 -15,834 -1%
Two Sigma Investments
8
Two Sigma Investments
New York
$15M 1,187,251 +326,566 +38%
DCM
9
Dimension Capital Management
Florida
$14.8M 1,168,159 -31,422 -3%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$13.1M 1,033,000 +285,900 +38%
PCM
11
Palisade Capital Management
New Jersey
$10.9M 864,014 -87,502 -9%
Legal & General Group
12
Legal & General Group
United Kingdom
$10.4M 821,417 +34,397 +4%
BGIM
13
Brandywine Global Investment Management
Pennsylvania
$7.11M 561,026 +13,109 +2%
Bank of America
14
Bank of America
North Carolina
$5.9M 465,596 -37,350 -7%
Millennium Management
15
Millennium Management
New York
$5.49M 433,405 -68,862 -14%
C
16
Cliffwater
California
$5.39M 425,174 -320,941 -43%
CIM
17
Confluence Investment Management
Missouri
$5.25M 414,282 +38,693 +10%
BlackRock
18
BlackRock
New York
$5.13M 405,245 +80,017 +25%
LC
19
Lindbrook Capital
California
$4.91M 387,320 -5,965 -2%
UBS Group
20
UBS Group
Switzerland
$4.77M 376,227 +34,323 +10%
Osaic Holdings
21
Osaic Holdings
Arizona
$4.73M 373,394 +2,669 +0.7%
AAM
22
Advisors Asset Management
Colorado
$3.99M 314,702 +9,286 +3%
TP
23
Tranquility Partners
Tennessee
$3.59M 283,320 +182,990 +182%
MC
24
Muzinich & Co
New York
$3.55M 278,857 – –
CCM
25
Condor Capital Management
New Jersey
$3.44M 271,667 +23,902 +10%
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