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New Mountain Finance
NMFC

Overview Fund Activity

162 hedge funds and large institutions have $353M invested in New Mountain Finance in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-6
Holders Change %
-3.57%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
57
Reduced
50
Closed
22
Calls
$533K
Puts
$220K
Net Calls
+$313K
Net Calls Change
-$233K

Top Buyers

1
TCA
Transcend Capital Advisors
New Jersey
+$4.67M
2
LSV Asset Management
LSV Asset Management
Illinois
+$3.82M
3
UBS Group
UBS Group
Switzerland
+$3.36M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
+$3.27M
5
Millennium Management
Millennium Management
New York
+$2.11M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$27.5M
2
HighTower Advisors
HighTower Advisors
Illinois
-$13.7M
3
Cerity Partners
Cerity Partners
New York
-$2.59M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.23M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
1
Cerity Partners
New York
$38.1M -$2.59M -235,010 -6%
LSV Asset Management
2
LSV Asset Management
Illinois
$30.5M +$3.82M +346,508 +14%
VanEck Associates
3
VanEck Associates
New York
$25.3M -$521K -47,217 -2%
HighTower Advisors
4
HighTower Advisors
Illinois
$15.5M -$13.7M -1,244,108 -47%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$13.7M +$18.3K +1,657 +0.1%
Morgan Stanley
6
Morgan Stanley
New York
$12.5M +$315K +28,586 +3%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$12.1M +$1.5M +135,929 +14%
Invesco
8
Invesco
Georgia
$12M +$1.16M +105,559 +11%
UBS Group
9
UBS Group
Switzerland
$9.71M +$3.36M +304,832 +53%
DCM
10
Dimension Capital Management
Florida
$8.96M -$926K -83,913 -9%
Two Sigma Investments
11
Two Sigma Investments
New York
$8.38M +$895K +81,149 +12%
Legal & General Group
12
Legal & General Group
United Kingdom
$7.92M +$40.1K +3,633 +0.5%
Millennium Management
13
Millennium Management
New York
$7.84M +$2.11M +191,518 +37%
PCM
14
Palisade Capital Management
New Jersey
$7.59M +$401K +36,385 +6%
AM
15
Ares Management
California
$6.25M – – –
Franklin Resources
16
Franklin Resources
California
$6.01M +$2.01M +182,079 +50%
Bank of America
17
Bank of America
North Carolina
$5.43M +$101K +9,148 +2%
CIM
18
Confluence Investment Management
Missouri
$4.84M +$97.9K +8,876 +2%
TCA
19
Transcend Capital Advisors
New Jersey
$4.67M +$4.67M +423,784 New
BlackRock
20
BlackRock
New York
$4.63M -$82.6K -7,493 -2%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$4.52M -$27.5M -2,477,357 -86%
MC
22
Muzinich & Co
New York
$4.34M +$583K +52,888 +16%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$4.27M +$682K +61,809 +19%
Osaic Holdings
24
Osaic Holdings
Arizona
$4.03M +$265K +24,016 +7%
HWAM
25
Hennion & Walsh Asset Management
New Jersey
$3.46M +$654K +59,249 +23%
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