NMFC icon

New Mountain Finance
NMFC

Overview Fund Activity

148 hedge funds and large institutions have $361M invested in New Mountain Finance in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 43 reducing their positions, and 25 closing their positions.

Holders
148
Holders Change
-11
Holders Change %
-6.92%
% of All Funds
2.56%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
16
Increased
47
Reduced
43
Closed
25
Calls
$746K
Puts
$261K
Net Calls
+$485K
Net Calls Change
+$108K

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$2.13M
2
RTS
2
Round Table Services
New Jersey
$43.8M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$27.4M
4
BlackRock
4
BlackRock
New York
$8.63M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$25.3M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$0
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$4.47M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$3.71M
4
AIIMS
4
Analyst IMS Investment Management Services
Israel
$0
5
Millennium Management
5
Millennium Management
New York
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Investments
26
Two Sigma Investments
New York
$3.71M -$1.79M -155,074 -33%
HWAM
27
Hennion & Walsh Asset Management
New Jersey
$3.56M +$87.2K +7,563 +3%
AM
28
Ares Management
California
$3.29M – – –
Ameriprise
29
Ameriprise
Minnesota
$2.18M +$47.9K +4,153 +2%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$2.15M +$150K +12,984 +7%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$2.13M +$2.13M +184,743 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.88M +$125K +10,847 +7%
MCM
33
McKinley Capital Management
Alaska
$1.85M -$56.1K -4,868 -3%
CCM
34
Condor Capital Management
New Jersey
$1.73M +$157K +13,655 +10%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$1.59M +$53.5K +4,638 +3%
WS
36
Wedbush Securities
California
$1.5M +$109K +9,410 +8%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.4M -$1.04M -90,257 -43%
AIMCA
38
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.4M – – –
BI
39
Bramshill Investments
Florida
$1.4M +$46.5K +4,031 +3%
Canada Life
40
Canada Life
Manitoba, Canada
$1.39M +$271K +23,575 +24%
NCM
41
NCM Capital Management
New Jersey
$1.26M -$6.32K -548 -0.5%
LPL Financial
42
LPL Financial
California
$1.25M +$146K +12,639 +13%
Millennium Management
43
Millennium Management
New York
$1.2M -$1.17M -101,443 -49%
EIP
44
Epoch Investment Partners
New York
$1.14M – – –
Macquarie Group
45
Macquarie Group
Australia
$1.1M – – –
SPC
46
Sigma Planning Corp
Michigan
$1.08M -$8.94K -775 -0.8%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$1.02M +$63.5K +5,513 +7%
Acadian Asset Management
48
Acadian Asset Management
Massachusetts
$1.01M +$667K +58,113 +197%
TP
49
Tranquility Partners
Tennessee
$954K +$102K +8,882 +12%
GIM
50
Guild Investment Management
California
$933K +$47.5K +4,120 +5%
1
2
3 4 5