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New Mountain Finance
NMFC

Overview Fund Activity

168 hedge funds and large institutions have $382M invested in New Mountain Finance in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 25 closing their positions.

Holders
168
Holders Change
–
Holders Change %
0%
% of All Funds
2.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
55
Reduced
51
Closed
25
Calls
$686K
Puts
$140K
Net Calls
+$546K
Net Calls Change
-$537K

Top Buyers

1
Invesco
1
Invesco
Georgia
$11.1M
2
Millennium Management
2
Millennium Management
New York
$5.85M
3
Universal-Beteiligungs- und Servicegesellschaft
3
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.36M
4
NW
4
Naviter Wealth
Arkansas
$2.13M
5
Franklin Resources
5
Franklin Resources
California
$4.08M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$29.9M
2
BGIM
2
Brandywine Global Investment Management
Pennsylvania
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$12.5M
4
IAIM
4
International Assets Investment Management
Florida
$354K
5
TP
5
Tranquility Partners
Tennessee
$1.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
1
Cerity Partners
New York
$41.5M 3,686,210 -137,715 -4%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$32.7M 2,884,556 -182,865 -6%
HighTower Advisors
3
HighTower Advisors
Illinois
$29.9M 2,651,080 -725,622 -21%
LSV Asset Management
4
LSV Asset Management
Illinois
$27.2M 2,417,603 -59,072 -2%
VanEck Associates
5
VanEck Associates
New York
$26.4M 2,342,650 +93,329 +4%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$14M 1,238,952 -19,890 -2%
Morgan Stanley
7
Morgan Stanley
New York
$12.5M 1,108,905 -346,339 -24%
Invesco
8
Invesco
Georgia
$11.1M 985,917 +937,331 +1,929%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$10.8M 959,271 -66,929 -7%
DCM
10
Dimension Capital Management
Florida
$10.1M 895,862 -170,269 -16%
Legal & General Group
11
Legal & General Group
United Kingdom
$8.04M 713,975 -49,734 -7%
Two Sigma Investments
12
Two Sigma Investments
New York
$7.64M 678,896 -74,078 -10%
PCM
13
Palisade Capital Management
New Jersey
$7.34M 651,483 -187,288 -22%
UBS Group
14
UBS Group
Switzerland
$6.48M 575,252 +120,273 +26%
AM
15
Ares Management
California
$6.38M 566,186 +74,492 +15%
Millennium Management
16
Millennium Management
New York
$5.85M 519,532 +262,631 +102%
Bank of America
17
Bank of America
North Carolina
$5.44M 483,053 -59,745 -11%
CIM
18
Confluence Investment Management
Missouri
$4.84M 429,806 +1,472 +0.3%
BlackRock
19
BlackRock
New York
$4.82M 427,632 +87,094 +26%
Franklin Resources
20
Franklin Resources
California
$4.08M 362,751 +138,860 +62%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.85M 341,508 -2,674 -0.8%
MC
22
Muzinich & Co
New York
$3.83M 340,248 -5,870 -2%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$3.66M 325,367 -14,791 -4%
RA
24
Rockingstone Advisors
Massachusetts
$3.18M 282,107 +124,599 +79%
MFG
25
Merit Financial Group
Georgia
$2.92M 259,520 -1,249 -0.5%
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