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New Mountain Finance
NMFC

Overview Fund Activity

148 hedge funds and large institutions have $361M invested in New Mountain Finance in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 43 reducing their positions, and 25 closing their positions.

Holders
148
Holders Change
-11
Holders Change %
-6.92%
% of All Funds
2.56%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
16
Increased
47
Reduced
43
Closed
25
Calls
$746K
Puts
$261K
Net Calls
+$485K
Net Calls Change
+$108K

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$2.13M
2
RTS
2
Round Table Services
New Jersey
$43.8M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$27.4M
4
BlackRock
4
BlackRock
New York
$8.63M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$25.3M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$0
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$4.47M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$3.71M
4
AIIMS
4
Analyst IMS Investment Management Services
Israel
$0
5
Millennium Management
5
Millennium Management
New York
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
51
Cynosure Group
Utah
$922K +$922K +79,943 New
VFA
52
Valeo Financial Advisors
Indiana
$845K – – –
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$842K +$116K +10,024 +16%
Goldman Sachs
54
Goldman Sachs
New York
$725K -$284K -24,654 -28%
KCFA
55
Key Client Fiduciary Advisors
New Jersey
$685K -$141K -12,225 -17%
GA
56
GraniteShares Advisors
New York
$662K -$7.9K -686 -1%
RJA
57
Raymond James & Associates
Florida
$661K -$41.2K -3,575 -6%
WT
58
Whittier Trust
California
$614K – – –
Geode Capital Management
59
Geode Capital Management
Massachusetts
$614K – – –
RJFSA
60
Raymond James Financial Services Advisors
Florida
$520K -$283K -24,497 -35%
Stifel Financial
61
Stifel Financial
Missouri
$492K -$3.35K -290 -0.7%
TI
62
Trexquant Investment
Connecticut
$478K +$478K +41,438 New
IAIM
63
International Assets Investment Management
Florida
$460K -$2.68K -232 -0.6%
OC
64
Oppenheimer & Co
New York
$430K -$3.07K -266 -0.7%
VEA
65
Virtus ETF Advisers
New York
$413K -$153K -13,296 -27%
JF
66
Jump Financial
Illinois
$394K -$108K -9,400 -22%
AWS
67
Atria Wealth Solutions
New York
$386K +$386K +33,454 New
CIC
68
Cornercap Investment Counsel
Georgia
$376K – – –
SWM
69
Spire Wealth Management
Virginia
$374K -$139K -12,018 -27%
BA
70
Bard Associates
Illinois
$362K – – –
JPMPWA
71
J.P. Morgan Private Wealth Advisors
California
$359K – – –
CIC
72
Chilton Investment Company
Connecticut
$326K -$28.8K -2,500 -8%
WAM
73
WFA Asset Management
Wisconsin
$321K +$6.64K +576 +2%
FCM
74
Fourpath Capital Management
Oklahoma
$321K – – –
Northern Trust
75
Northern Trust
Illinois
$314K +$34.1K +2,962 +12%
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