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New Mountain Finance
NMFC

Overview Fund Activity

149 hedge funds and large institutions have $419M invested in New Mountain Finance in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+15
Holders Change %
+11.19%
% of All Funds
2.36%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
52
Reduced
30
Closed
10
Calls
$830K
Puts
$163K
Net Calls
+$667K
Net Calls Change
-$267K

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$28.9M
2
BGIM
2
Brandywine Global Investment Management
Pennsylvania
$4.63M
3
RTS
3
Round Table Services
New Jersey
$41.2M
4
C
4
Cliffwater
California
$16.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$24.3M

Top Sellers

1
CIC
1
Chilton Investment Company
Connecticut
$1.17M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$13.4M
3
AM
3
Ares Management
California
$4.7M
4
Invesco
4
Invesco
Georgia
$13.8M
5
BlackRock
5
BlackRock
New York
$7.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
51
Valeo Financial Advisors
Indiana
$1.02M – – –
KCFA
52
Key Client Fiduciary Advisors
New Jersey
$986K +$430K +31,064 +77%
RJA
53
Raymond James & Associates
Florida
$929K +$79.7K +5,751 +9%
TP
54
Tranquility Partners
Tennessee
$827K +$80.3K +5,798 +11%
SWM
55
Spire Wealth Management
Virginia
$784K +$2.8K +202 +0.4%
GA
56
GraniteShares Advisors
New York
$782K +$69.3K +5,009 +10%
WT
57
Whittier Trust
California
$738K +$738K +53,259 New
Geode Capital Management
58
Geode Capital Management
Massachusetts
$737K -$55.3K -3,996 -7%
EIP
59
Epoch Investment Partners
New York
$712K – – –
VEA
60
Virtus ETF Advisers
New York
$697K +$61.6K +4,450 +10%
Stifel Financial
61
Stifel Financial
Missouri
$599K +$90.6K +6,538 +18%
IAIM
62
International Assets Investment Management
Florida
$553K – – –
PPA
63
Parametric Portfolio Associates
Washington
$552K – – –
BA
64
Bard Associates
Illinois
$476K – – –
AWS
65
Atria Wealth Solutions
New York
$458K +$458K +33,099 New
Canada Life
66
Canada Life
Manitoba, Canada
$456K +$25.1K +1,706 +6%
CIC
67
Cornercap Investment Counsel
Georgia
$452K – – –
OC
68
Oppenheimer & Co
New York
$427K -$6.77K -488 -2%
ECG
69
Edge Capital Group
Georgia
$416K – – –
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$415K +$415K +29,941 New
RT
71
Rockland Trust
Massachusetts
$413K – – –
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$387K +$133K +9,616 +53%
FCM
73
Fourpath Capital Management
Oklahoma
$386K – – –
PAG
74
Private Advisor Group
New Jersey
$375K +$118K +8,511 +46%
WAM
75
WFA Asset Management
Wisconsin
$371K -$77.1K -5,570 -17%
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