NMFC icon

New Mountain Finance
NMFC

Overview Fund Activity

149 hedge funds and large institutions have $419M invested in New Mountain Finance in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
149
Holders Change
+15
Holders Change %
+11.19%
% of All Funds
2.36%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
52
Reduced
30
Closed
10
Calls
$830K
Puts
$163K
Net Calls
+$667K
Net Calls Change
-$267K

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$28.9M
2
BGIM
2
Brandywine Global Investment Management
Pennsylvania
$4.63M
3
RTS
3
Round Table Services
New Jersey
$41.2M
4
C
4
Cliffwater
California
$16.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$24.3M

Top Sellers

1
CIC
1
Chilton Investment Company
Connecticut
$1.17M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$13.4M
3
AM
3
Ares Management
California
$4.7M
4
Invesco
4
Invesco
Georgia
$13.8M
5
BlackRock
5
BlackRock
New York
$7.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$4.06M +$177K +12,806 +5%
HWAM
27
Hennion & Walsh Asset Management
New Jersey
$3.92M +$119K +8,617 +3%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.85M +$133K +9,620 +5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$2.65M -$52.1K -3,764 -2%
MCM
30
McKinley Capital Management
Alaska
$2.28M +$6.65K +480 +0.3%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.24M +$261K +18,835 +13%
BI
32
Bramshill Investments
Florida
$2.08M +$154K +11,134 +8%
Ameriprise
33
Ameriprise
Minnesota
$2.05M -$112K -8,077 -5%
AWM
34
Altium Wealth Management
New York
$2.04M – – –
AIMCA
35
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.69M – – –
WS
36
Wedbush Securities
California
$1.68M +$6.21K +448 +0.4%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$1.59M -$24.7K -1,786 -2%
AIIMS
38
Analyst IMS Investment Management Services
Israel
$1.51M – – –
CCM
39
Condor Capital Management
New Jersey
$1.49M +$250K +18,073 +20%
SPC
40
Sigma Planning Corp
Michigan
$1.36M -$30.9K -2,229 -2%
LPL Financial
41
LPL Financial
California
$1.36M -$86.2K -6,227 -6%
Mackenzie Financial
42
Mackenzie Financial
Ontario, Canada
$1.33M -$1.04K -75 -0.1%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$1.32M +$6.22K +449 +0.5%
Citadel Advisors
44
Citadel Advisors
Florida
$1.19M +$323K +23,324 +37%
CIC
45
Chilton Investment Company
Connecticut
$1.17M -$3.58M -258,648 -75%
GIM
46
Guild Investment Management
California
$1.08M -$36.7K -2,650 -3%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$1.08M +$18.8K +1,357 +2%
NCM
48
NCM Capital Management
New Jersey
$1.06M +$1.06M +76,699 New
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$1.06M +$161K +11,622 +18%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.02M +$3.38K +244 +0.3%
1
2
3 4 5