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New Mountain Finance
NMFC

Overview Fund Activity

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.

Holders
159
Holders Change
+10
Holders Change %
+6.71%
% of All Funds
2.69%
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
1
Round Table Services
New Jersey
$43.2M
2
Millennium Management
2
Millennium Management
New York
$2.45M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$1.89M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$12.7M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$6.47M

Top Sellers

1
VanEck Associates
1
VanEck Associates
New York
$14.7M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$3.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$371K
5
AM
5
Ares Management
California
$3.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$3.99M +$502K +42,188 +14%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$3.9M -$3.6M -302,091 -48%
HWAM
28
Hennion & Walsh Asset Management
New Jersey
$3.58M +$212K +17,799 +6%
AM
29
Ares Management
California
$3.39M -$647K -54,358 -16%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2.53M +$74.5K +6,260 +3%
Millennium Management
31
Millennium Management
New York
$2.45M +$2.45M +205,698 New
Ameriprise
32
Ameriprise
Minnesota
$2.2M +$438K +36,729 +25%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$2.07M +$145K +12,151 +8%
MCM
34
McKinley Capital Management
Alaska
$1.97M +$11.9K +998 +0.6%
Assenagon Asset Management
35
Assenagon Asset Management
Luxembourg
$1.89M +$1.89M +158,613 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.82M -$459K -38,554 -20%
AWM
37
Altium Wealth Management
New York
$1.75M – – –
CCM
38
Condor Capital Management
New Jersey
$1.62M +$339K +28,456 +26%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.59M +$444K +37,208 +39%
AIMCA
40
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.45M – – –
WS
41
Wedbush Securities
California
$1.44M -$5.86K -492 -0.4%
BI
42
Bramshill Investments
Florida
$1.4M -$393K -32,971 -22%
AIIMS
43
Analyst IMS Investment Management Services
Israel
$1.33M +$28.1K +2,357 +2%
NCM
44
NCM Capital Management
New Jersey
$1.31M +$397K +33,324 +43%
EIP
45
Epoch Investment Partners
New York
$1.18M +$570K +47,830 +93%
Canada Life
46
Canada Life
Manitoba, Canada
$1.16M +$794K +66,560 +215%
LPL Financial
47
LPL Financial
California
$1.14M -$27K -2,271 -2%
Macquarie Group
48
Macquarie Group
Australia
$1.14M – – –
SPC
49
Sigma Planning Corp
Michigan
$1.13M -$40.7K -3,414 -3%
Goldman Sachs
50
Goldman Sachs
New York
$1.04M +$1.04M +87,529 New
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