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New Mountain Finance
NMFC

Overview Fund Activity

124 hedge funds and large institutions have $403M invested in New Mountain Finance in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 35 reducing their positions, and 21 closing their positions.

Holders
124
Holders Change
-7
Holders Change %
-5.34%
% of All Funds
2.18%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
15
Increased
45
Reduced
35
Closed
21
Calls
$764K
Puts
$172K
Net Calls
+$592K
Net Calls Change
+$128K

Top Buyers

1
AM
1
Ares Management
California
$8.11M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$5.03M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$27.3M
4
VFA
4
Valeo Financial Advisors
Indiana
$975K
5
RTS
5
Round Table Services
New Jersey
$35.1M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
POIA
2
Pin Oak Investment Advisors
Texas
$0
3
DCM
3
Dimension Capital Management
Florida
$19.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$15M
5
VanEck Associates
5
VanEck Associates
New York
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$840K +$165K +12,423 +25%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$820K -$32.6K -2,453 -4%
FFN
53
Focus Financial Network
Minnesota
$819K -$3.35K -252 -0.4%
RJA
54
Raymond James & Associates
Florida
$803K +$379K +28,484 +89%
Geode Capital Management
55
Geode Capital Management
Massachusetts
$762K – – –
SWM
56
Spire Wealth Management
Virginia
$730K +$31.6K +2,370 +5%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$726K -$630K -47,317 -46%
VEA
58
Virtus ETF Advisers
New York
$705K +$2.66K +200 +0.4%
TP
59
Tranquility Partners
Tennessee
$699K +$256K +19,225 +58%
EIP
60
Epoch Investment Partners
New York
$684K +$7.83K +588 +1%
SW
61
SVB Wealth
Massachusetts
$641K +$56.5K +4,246 +10%
PPA
62
Parametric Portfolio Associates
Washington
$531K -$4.06K -305 -0.8%
PAG
63
Private Advisor Group
New Jersey
$484K +$215K +16,107 +80%
Stifel Financial
64
Stifel Financial
Missouri
$479K +$479K +35,984 New
IAIM
65
International Assets Investment Management
Florida
$474K – – –
Creative Planning
66
Creative Planning
Kansas
$467K +$8.12K +610 +2%
CIC
67
Cornercap Investment Counsel
Georgia
$433K – – –
Canada Life
68
Canada Life
Manitoba, Canada
$404K +$404K +30,132 New
ECG
69
Edge Capital Group
Georgia
$399K – – –
RT
70
Rockland Trust
Massachusetts
$397K +$12.3K +926 +3%
OC
71
Oppenheimer & Co
New York
$372K +$2.37K +178 +0.6%
MSAM
72
Moloney Securities Asset Management
Missouri
$347K +$56.2K +4,223 +19%
WJWM
73
Williams Jones Wealth Management
New York
$339K -$233K -17,500 -41%
RIG
74
Roosevelt Investment Group
New York
$337K -$1.77K -133 -0.5%
MA
75
Mutual Advisors
Nebraska
$336K +$2.97K +223 +0.9%
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