NMFC icon

New Mountain Finance
NMFC

Overview Fund Activity

159 hedge funds and large institutions have $378M invested in New Mountain Finance in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 12 closing their positions.

Holders
159
Holders Change
+10
Holders Change %
+6.71%
% of All Funds
2.69%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
54
Reduced
39
Closed
12
Calls
$679K
Puts
$302K
Net Calls
+$377K
Net Calls Change
-$290K

Top Buyers

1
RTS
1
Round Table Services
New Jersey
$43.2M
2
Millennium Management
2
Millennium Management
New York
$2.45M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$1.89M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$12.7M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$6.47M

Top Sellers

1
VanEck Associates
1
VanEck Associates
New York
$14.7M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$3.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$371K
5
AM
5
Ares Management
California
$3.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$991K +$79K +6,629 +9%
GIM
52
Guild Investment Management
California
$951K -$16.3K -1,320 -2%
TP
53
Tranquility Partners
Tennessee
$880K +$169K +14,168 +24%
VFA
54
Valeo Financial Advisors
Indiana
$872K – – –
KCFA
55
Key Client Fiduciary Advisors
New Jersey
$853K +$5.06K +425 +0.6%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$829K -$99.1K -8,313 -11%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$750K -$130K -10,944 -15%
RJA
58
Raymond James & Associates
Florida
$725K -$73.7K -6,189 -9%
Mackenzie Financial
59
Mackenzie Financial
Ontario, Canada
$713K -$428K -35,928 -37%
GA
60
GraniteShares Advisors
New York
$692K +$20K +1,679 +3%
WT
61
Whittier Trust
California
$634K – – –
Geode Capital Management
62
Geode Capital Management
Massachusetts
$634K – – –
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$592K +$592K +49,705 New
VEA
64
Virtus ETF Advisers
New York
$585K -$14.8K -1,242 -2%
SWM
65
Spire Wealth Management
Virginia
$529K -$145K -12,141 -21%
JF
66
Jump Financial
Illinois
$519K +$519K +43,600 New
Stifel Financial
67
Stifel Financial
Missouri
$512K -$3.27K -274 -0.6%
OC
68
Oppenheimer & Co
New York
$448K +$80.8K +6,775 +22%
CIC
69
Cornercap Investment Counsel
Georgia
$388K – – –
BA
70
Bard Associates
Illinois
$374K -$35.8K -3,000 -9%
JPMPWA
71
J.P. Morgan Private Wealth Advisors
California
$371K -$995K -83,601 -73%
CIC
72
Chilton Investment Company
Connecticut
$366K -$642K -53,981 -64%
ECG
73
Edge Capital Group
Georgia
$357K – – –
Acadian Asset Management
74
Acadian Asset Management
Massachusetts
$350K +$350K +29,446 New
PAG
75
Private Advisor Group
New Jersey
$341K +$17.9K +1,500 +6%
1 2
3
4 5