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New Mountain Finance
NMFC

Overview Fund Activity

134 hedge funds and large institutions have $407M invested in New Mountain Finance in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+10
Holders Change %
+8.06%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
25
Increased
41
Reduced
32
Closed
15
Calls
$942K
Puts
$8K
Net Calls
+$934K
Net Calls Change
+$342K

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$30M
2
RTS
2
Round Table Services
New Jersey
$37.9M
3
VanEck Associates
3
VanEck Associates
New York
$19.6M
4
Millennium Management
4
Millennium Management
New York
$904K
5
Citadel Advisors
5
Citadel Advisors
Florida
$862K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.96M
2
ACM
2
Advisors Capital Management
New Jersey
$4.71M
3
DCM
3
Dimension Capital Management
Florida
$17M
4
Invesco
4
Invesco
Georgia
$15.6M
5
AM
5
Ares Management
California
$6.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$4.15M +$251K +18,318 +6%
UBS Group
27
UBS Group
Switzerland
$3.84M -$207K -15,137 -5%
HWAM
28
Hennion & Walsh Asset Management
New Jersey
$3.76M +$317K +23,131 +9%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.69M +$184K +13,467 +7%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$2.67M -$203K -14,836 -7%
MCM
31
McKinley Capital Management
Alaska
$2.25M -$41.6K -3,037 -2%
Ameriprise
32
Ameriprise
Minnesota
$2.14M +$545K +39,778 +34%
AWM
33
Altium Wealth Management
New York
$2.02M +$73.7K +5,380 +4%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.95M +$301K +21,935 +18%
BI
35
Bramshill Investments
Florida
$1.91M -$3.75K -274 -0.2%
AIMCA
36
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.67M – – –
WS
37
Wedbush Securities
California
$1.66M +$189K +13,798 +13%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$1.6M +$50.4K +3,681 +3%
AIIMS
39
Analyst IMS Investment Management Services
Israel
$1.49M – – –
LPL Financial
40
LPL Financial
California
$1.43M +$5.04K +368 +0.4%
SPC
41
Sigma Planning Corp
Michigan
$1.38M -$67.1K -4,897 -5%
Mackenzie Financial
42
Mackenzie Financial
Ontario, Canada
$1.31M +$3.01K +220 +0.2%
Macquarie Group
43
Macquarie Group
Australia
$1.31M – – –
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$1.3M +$14.9K +1,090 +1%
CCM
45
Condor Capital Management
New Jersey
$1.23M +$58K +4,232 +5%
GIM
46
Guild Investment Management
California
$1.11M +$3.01K +220 +0.3%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$1.05M -$123K -8,961 -10%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.01M +$145K +10,582 +17%
VFA
49
Valeo Financial Advisors
Indiana
$1M – – –
FFN
50
Focus Financial Network
Minnesota
$904K +$61.4K +4,480 +7%
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