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New Mountain Finance
NMFC

159 hedge funds and large institutions have $378M invested in New Mountain Finance in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $679K | Put options by funds: $302K

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

38% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 39

7% more funds holding

Funds holding: 149 → 159 (+10)

0.13% more ownership

Funds ownership: 31.41% → 31.53% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

10% less capital invested

Capital invested by funds: $419M → $378M (-$41.4M)

Holders
159
Holders Change
+10
Holders Change %
+6.71%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
54
Reduced
39
Closed
12
Calls
$679K
Puts
$302K
Net Calls
+$377K
Net Calls Change
-$290K

Top Buyers

1
RTS
Round Table Services
New Jersey
+$8.36M
2
Millennium Management
Millennium Management
New York
+$2.65M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$2.04M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.28M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$1.18M

Top Sellers

1
VanEck Associates
VanEck Associates
New York
-$11M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$3.89M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.11M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$1.08M
5
AM
Ares Management
California
-$700K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$3.99M +$543K +42,188 +14%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$3.9M -$3.89M -302,091 -48%
HWAM
28
Hennion & Walsh Asset Management
New Jersey
$3.58M +$229K +17,799 +6%
AM
29
Ares Management
California
$3.39M -$700K -54,358 -16%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2.52M +$80.6K +6,260 +3%
Millennium Management
31
Millennium Management
New York
$2.45M +$2.65M +205,698 New
Ameriprise
32
Ameriprise
Minnesota
$2.2M +$473K +36,729 +25%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$2.07M +$156K +12,151 +8%
MCM
34
McKinley Capital Management
Alaska
$1.97M +$12.8K +998 +0.6%
Assenagon Asset Management
35
Assenagon Asset Management
Luxembourg
$1.89M +$2.04M +158,613 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.82M -$496K -38,554 -20%
AWM
37
Altium Wealth Management
New York
$1.75M – – –
CCM
38
Condor Capital Management
New Jersey
$1.62M +$366K +28,456 +26%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.58M +$479K +37,208 +39%
AIMCA
40
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.45M – – –
WS
41
Wedbush Securities
California
$1.44M -$6.33K -492 -0.4%
BI
42
Bramshill Investments
Florida
$1.4M -$425K -32,971 -22%
AIIMS
43
Analyst IMS Investment Management Services
Israel
$1.32M +$30.3K +2,357 +2%
NCM
44
NCM Capital Management
New Jersey
$1.31M +$429K +33,324 +43%
EIP
45
Epoch Investment Partners
New York
$1.18M +$616K +47,830 +93%
Canada Life
46
Canada Life
Manitoba, Canada
$1.16M +$857K +66,560 +215%
LPL Financial
47
LPL Financial
California
$1.14M -$29.2K -2,271 -2%
Macquarie Group
48
Macquarie Group
Australia
$1.14M – – –
SPC
49
Sigma Planning Corp
Michigan
$1.13M -$44K -3,414 -3%
Goldman Sachs
50
Goldman Sachs
New York
$1.04M +$1.13M +87,529 New
1
2
3 4 5

NMFC Hedge Fund Activity: Q2 2022 in Review

159 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in New Mountain Finance (NMFC) for Q2 2022, worth a combined $378M — down 9.9% from $419M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NMFC positions and 12 closed out — a net gain of 13 holders — while 54 added to existing stakes and 39 trimmed.

The largest buyer was Round Table Services, adding an estimated $8.36M. The largest seller was VanEck Associates, cutting an estimated $11M.

  • 159 institutional investors held New Mountain Finance (NMFC) as of Q2 2022, up from 149 in Q1 2022.
  • Funds reported $378M of New Mountain Finance stock for Q2 2022, down 9.9% quarter-over-quarter.
  • 25 funds opened new New Mountain Finance positions in Q2 2022 and 12 closed out, a net change of +13 holders.
  • The largest New Mountain Finance buyer in Q2 2022 was Round Table Services, an estimated $8.36M added.
  • The largest New Mountain Finance seller in Q2 2022 was VanEck Associates, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2022.