NMFC icon

New Mountain Finance
NMFC

Overview Fund Activity

131 hedge funds and large institutions have $392M invested in New Mountain Finance in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 46 reducing their positions, and 19 closing their positions.

Holders
131
Holders Change
-5
Holders Change %
-3.68%
% of All Funds
2.31%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
14
Increased
45
Reduced
46
Closed
19
Calls
$1.68M
Puts
$578K
Net Calls
+$1.1M
Net Calls Change
+$306K

Top Buyers

1
AM
1
Ares Management
California
$5.97M
2
Invesco
2
Invesco
Georgia
$14.9M
3
VanEck Associates
3
VanEck Associates
New York
$16.2M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$1.98M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$20.9M

Top Sellers

1
SCIM
1
Spring Creek Investment Management
Pennsylvania
$788K
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$9.18M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.1M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.38M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$6.69M
Name Market Value Shares Shares
Change 		Shares
Change %
IAIM
51
International Assets Investment Management
Florida
$862K 72,591 +35,626 +96%
SCIM
52
Spring Creek Investment Management
Pennsylvania
$788K 63,538 -1,320,462 -95%
Geode Capital Management
53
Geode Capital Management
Massachusetts
$710K 57,266 -14,691 -20%
Citadel Advisors
54
Citadel Advisors
Florida
$690K 55,656 -27,458 -33%
FFN
55
Focus Financial Network
Minnesota
$614K 49,554 +49,554 New
TC
56
Telemus Capital
Michigan
$586K 46,000 – –
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$561K 45,202 -20,079 -31%
WJWM
58
Williams Jones Wealth Management
New York
$533K 43,000 – –
SWM
59
Spire Wealth Management
Virginia
$503K 52,856 +52,856 New
VEA
60
Virtus ETF Advisers
New York
$502K 40,512 +2,818 +7%
Mackenzie Financial
61
Mackenzie Financial
Ontario, Canada
$499K 40,207 +40,207 New
Creative Planning
62
Creative Planning
Kansas
$490K 39,523 +1,197 +3%
CSS
63
Cubist Systematic Strategies
Connecticut
$489K 39,439 +26,777 +211%
PPA
64
Parametric Portfolio Associates
Washington
$475K 38,293 +2,332 +6%
SW
65
SVB Wealth
Massachusetts
$450K 36,349 +16,038 +79%
Northern Trust
66
Northern Trust
Illinois
$428K 34,548 -396 -1%
DY
67
Dowling & Yahnke
California
$426K 34,325 +34,325 New
CIC
68
Cornercap Investment Counsel
Georgia
$404K 32,595 +2,365 +8%
DTL
69
Dynamic Technology Lab
Singapore
$363K 29,296 -13,614 -32%
RIG
70
Roosevelt Investment Group
New York
$353K 28,476 -300 -1%
EIP
71
Epoch Investment Partners
New York
$349K 28,112 – –
OC
72
Oppenheimer & Co
New York
$329K 26,503 +513 +2%
Canada Life
73
Canada Life
Manitoba, Canada
$327K 26,526 -4,891 -16%
Mirae Asset Global Investments
74
Mirae Asset Global Investments
South Korea
$319K 25,727 +2,572 +11%
MA
75
Mutual Advisors
Nebraska
$316K 25,498 -461 -2%
1 2
3
4 5