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New Mountain Finance
NMFC

Overview Fund Activity

131 hedge funds and large institutions have $409M invested in New Mountain Finance in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 15 closing their positions.

Holders
131
Holders Change
–
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
51
Reduced
46
Closed
15
Calls
$1M
Puts
$537K
Net Calls
+$464K
Net Calls Change
-$635K

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$6.15M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$25.3M
3
Invesco
3
Invesco
Georgia
$18.1M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$1.49M
5
AIIMS
5
Analyst IMS Investment Management Services
Israel
$1.43M

Top Sellers

1
C
1
Cliffwater
California
$15.5M
2
DCM
2
Dimension Capital Management
Florida
$21.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$16.3M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$586K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$7.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
Tudor Investment Corp
51
Tudor Investment Corp
Connecticut
$1.06M -$69.8K -5,301 -6%
CCM
52
Condor Capital Management
New Jersey
$1.01M +$3.56K +270 +0.4%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$892K +$668K +50,732 +299%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$844K +$844K +64,076 New
OFA
55
Oak Family Advisors
Illinois
$823K +$823K +62,522 New
FFN
56
Focus Financial Network
Minnesota
$813K +$161K +12,206 +25%
Assenagon Asset Management
57
Assenagon Asset Management
Luxembourg
$797K +$797K +60,494 New
Geode Capital Management
58
Geode Capital Management
Massachusetts
$754K – – –
Citadel Advisors
59
Citadel Advisors
Florida
$702K -$31K -2,357 -4%
VEA
60
Virtus ETF Advisers
New York
$695K +$162K +12,267 +30%
SWM
61
Spire Wealth Management
Virginia
$691K -$5.16K -392 -0.7%
EIP
62
Epoch Investment Partners
New York
$669K +$299K +22,674 +81%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$668K +$491K +37,292 +278%
CSS
64
Cubist Systematic Strategies
Connecticut
$610K +$90.9K +6,907 +18%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$586K -$1.81M -137,700 -76%
SW
66
SVB Wealth
Massachusetts
$578K +$99.3K +7,543 +21%
WJWM
67
Williams Jones Wealth Management
New York
$566K – – –
PPA
68
Parametric Portfolio Associates
Washington
$529K +$24.7K +1,878 +5%
IAIM
69
International Assets Investment Management
Florida
$469K -$487K -36,965 -51%
Creative Planning
70
Creative Planning
Kansas
$454K -$66.4K -5,040 -13%
Mirae Asset Global Investments
71
Mirae Asset Global Investments
South Korea
$445K +$106K +8,034 +31%
TP
72
Tranquility Partners
Tennessee
$438K +$214K +16,239 +95%
CIC
73
Cornercap Investment Counsel
Georgia
$429K – – –
RJA
74
Raymond James & Associates
Florida
$420K +$104K +7,923 +33%
ECG
75
Edge Capital Group
Georgia
$395K +$395K +30,000 New
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