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New Mountain Finance
NMFC

Overview Fund Activity

161 hedge funds and large institutions have $363M invested in New Mountain Finance in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
-1
Holders Change %
-0.62%
% of All Funds
2.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
51
Reduced
52
Closed
28
Calls
$267K
Puts
$200K
Net Calls
+$67K
Net Calls Change
-$246K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$13.2M
2
TCA
Transcend Capital Advisors
New Jersey
$7.53M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$3.65M
4
Marshall Wace
Marshall Wace
United Kingdom
$2.3M
5
UBP
Union Bancaire Privee
Switzerland
$43.9M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$5.21M
2
Cerity Partners
Cerity Partners
New York
$29.2M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$0
4
Bank of America
Bank of America
North Carolina
$1.66M
5
Millennium Management
Millennium Management
New York
$4.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBP
1
Union Bancaire Privee
Switzerland
$43.9M +$2.12M +1,393 +5%
Cerity Partners
2
Cerity Partners
New York
$29.2M -$7.2M -682,149 -20%
LSV Asset Management
3
LSV Asset Management
Illinois
$29.2M -$9.02K -855 -0%
VanEck Associates
4
VanEck Associates
New York
$26.1M +$1.89M +179,361 +8%
UBS Group
5
UBS Group
Switzerland
$13.2M +$3.95M +374,507 +43%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$13M -$88.7K -8,406 -0.7%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$11.1M -$434K -41,100 -4%
Invesco
8
Invesco
Georgia
$10.9M -$652K -61,815 -6%
DCM
9
Dimension Capital Management
Florida
$10M +$1.46M +138,123 +17%
Morgan Stanley
10
Morgan Stanley
New York
$8.79M -$3.21M -304,140 -27%
Two Sigma Investments
11
Two Sigma Investments
New York
$7.89M -$127K -12,072 -2%
TCA
12
Transcend Capital Advisors
New Jersey
$7.53M +$3.06M +290,320 +69%
Legal & General Group
13
Legal & General Group
United Kingdom
$7.48M -$101K -9,542 -1%
Franklin Resources
14
Franklin Resources
California
$6.79M +$1.04M +98,603 +18%
BlackRock
15
BlackRock
New York
$6.38M +$1.95M +184,649 +44%
AM
16
Ares Management
California
$6.29M +$318K +30,185 +5%
MC
17
Muzinich & Co
New York
$6.07M +$1.92M +182,338 +46%
PCM
18
Palisade Capital Management
New Jersey
$5.22M -$2.04M -193,455 -28%
HighTower Advisors
19
HighTower Advisors
Illinois
$5.21M -$9.64M -913,273 -65%
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$5.18M +$1.1M +104,248 +27%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$4.33M +$1.02M +96,713 +31%
Millennium Management
22
Millennium Management
New York
$4.25M -$3.25M -308,485 -43%
CIM
23
Confluence Investment Management
Missouri
$3.89M -$733K -69,521 -16%
Osaic Holdings
24
Osaic Holdings
Arizona
$3.89M -$225K -20,016 -5%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$3.65M +$2.65M +251,596 +267%
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