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New Mountain Finance

168 hedge funds and large institutions have $414M invested in New Mountain Finance in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 18 closing their positions.

Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
26
Increased
46
Reduced
55
Closed
18
Calls
$1.11M
Puts
$22K
Net Calls
+$1.08M
Net Calls Change
-$25K
Name Market Value Shares Shares
Change
Shares
Change %
Cerity Partners
1
Cerity Partners
New York
$45.8M 3,823,925 +100,315 +3%
HighTower Advisors
2
HighTower Advisors
Illinois
$40.4M 3,376,702 +237,594 +8%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$36.7M 3,067,421 +3,659 +0.1%
LSV Asset Management
4
LSV Asset Management
Illinois
$29.7M 2,476,675 -71,800 -3%
VanEck Associates
5
VanEck Associates
New York
$26M 2,249,321 +168,719 +8%
Morgan Stanley
6
Morgan Stanley
New York
$17.4M 1,455,244 -504,769 -26%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$15.1M 1,258,842 +15,988 +1%
DCM
8
Dimension Capital Management
Florida
$12.8M 1,066,131 -14,329 -1%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$12.3M 1,026,200 -33,000 -3%
PCM
10
Palisade Capital Management
New Jersey
$10M 838,771 -3,138 -0.4%
Legal & General Group
11
Legal & General Group
United Kingdom
$9.16M 763,709 -72,752 -9%
Two Sigma Investments
12
Two Sigma Investments
New York
$9.02M 752,974 -124,438 -14%
Bank of America
13
Bank of America
North Carolina
$6.5M 542,798 +31,037 +6%
AM
14
Ares Management
California
$5.89M 491,694 +491,694 New
BGIM
15
Brandywine Global Investment Management
Pennsylvania
$5.48M 470,297 -48,574 -9%
UBS Group
16
UBS Group
Switzerland
$5.45M 454,979 -77,041 -14%
CIM
17
Confluence Investment Management
Missouri
$5.13M 428,334 +4,756 +1%
TP
18
Tranquility Partners
Tennessee
$4.77M 398,344 +9,591 +2%
MC
19
Muzinich & Co
New York
$4.15M 346,118 +20,827 +6%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.12M 344,182 +18,898 +6%
BlackRock
21
BlackRock
New York
$4.08M 340,538 -69,856 -17%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$4.08M 340,158 +28,957 +9%
LC
23
Lindbrook Capital
California
$3.9M 325,365 +2,389 +0.7%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$3.79M 316,480 +2,422 +0.8%
CCM
25
Condor Capital Management
New Jersey
$3.77M 314,929 -33,477 -10%