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New Mountain Finance
NMFC

Overview Fund Activity

134 hedge funds and large institutions have $407M invested in New Mountain Finance in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+10
Holders Change %
+8.06%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
25
Increased
41
Reduced
32
Closed
15
Calls
$942K
Puts
$8K
Net Calls
+$934K
Net Calls Change
+$342K

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$30M
2
RTS
2
Round Table Services
New Jersey
$37.9M
3
VanEck Associates
3
VanEck Associates
New York
$19.6M
4
Millennium Management
4
Millennium Management
New York
$904K
5
Citadel Advisors
5
Citadel Advisors
Florida
$862K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.96M
2
ACM
2
Advisors Capital Management
New Jersey
$4.71M
3
DCM
3
Dimension Capital Management
Florida
$17M
4
Invesco
4
Invesco
Georgia
$15.6M
5
AM
5
Ares Management
California
$6.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
51
Millennium Management
New York
$904K +$904K +66,011 New
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$889K +$45.1K +3,293 +5%
Citadel Advisors
53
Citadel Advisors
Florida
$862K +$862K +62,883 New
RJA
54
Raymond James & Associates
Florida
$840K +$13.3K +968 +2%
Geode Capital Management
55
Geode Capital Management
Massachusetts
$784K – – –
SWM
56
Spire Wealth Management
Virginia
$772K +$21.1K +1,541 +3%
TP
57
Tranquility Partners
Tennessee
$739K +$19K +1,384 +3%
GA
58
GraniteShares Advisors
New York
$705K +$705K +51,489 New
EIP
59
Epoch Investment Partners
New York
$704K – – –
VEA
60
Virtus ETF Advisers
New York
$629K -$97.2K -7,094 -13%
KCFA
61
Key Client Fiduciary Advisors
New Jersey
$549K +$549K +40,105 New
IAIM
62
International Assets Investment Management
Florida
$547K +$59.2K +4,325 +12%
PPA
63
Parametric Portfolio Associates
Washington
$546K – – –
Stifel Financial
64
Stifel Financial
Missouri
$503K +$9.6K +700 +2%
BA
65
Bard Associates
Illinois
$471K +$128K +9,360 +37%
CIC
66
Cornercap Investment Counsel
Georgia
$446K – – –
WAM
67
WFA Asset Management
Wisconsin
$443K +$443K +32,360 New
OC
68
Oppenheimer & Co
New York
$429K +$45.9K +3,345 +12%
ECG
69
Edge Capital Group
Georgia
$411K – – –
RT
70
Rockland Trust
Massachusetts
$408K – – –
Canada Life
71
Canada Life
Manitoba, Canada
$399K -$12.2K -895 -3%
FCM
72
Fourpath Capital Management
Oklahoma
$382K +$382K +27,869 New
MSAM
73
Moloney Securities Asset Management
Missouri
$351K -$6.59K -481 -2%
WJWM
74
Williams Jones Wealth Management
New York
$349K – – –
RIG
75
Roosevelt Investment Group
New York
$347K – – –
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