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New Mountain Finance
NMFC

Overview Fund Activity

131 hedge funds and large institutions have $392M invested in New Mountain Finance in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 46 reducing their positions, and 19 closing their positions.

Holders
131
Holders Change
-5
Holders Change %
-3.68%
% of All Funds
2.31%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
14
Increased
45
Reduced
46
Closed
19
Calls
$1.68M
Puts
$578K
Net Calls
+$1.1M
Net Calls Change
+$306K

Top Buyers

1
AM
1
Ares Management
California
$5.97M
2
Invesco
2
Invesco
Georgia
$14.9M
3
VanEck Associates
3
VanEck Associates
New York
$16.2M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$1.98M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$20.9M

Top Sellers

1
SCIM
1
Spring Creek Investment Management
Pennsylvania
$788K
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$9.18M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.1M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.38M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$6.69M
Name Market Value Shares Shares
Change 		Shares
Change %
BA
76
Bard Associates
Illinois
$304K 24,528 – –
RJA
77
Raymond James & Associates
Florida
$297K 23,947 +997 +4%
RIL
78
Rothschild Investment LLC
Illinois
$292K 23,524 – –
SMH
79
Sanders Morris Harris
Texas
$271K 21,875 – –
Marshall Wace
80
Marshall Wace
United Kingdom
$262K 21,126 -18,071 -46%
WA
81
Wambolt & Associates
Colorado
$247K 19,341 -2,145 -10%
ASN
82
Advisory Services Network
Georgia
$242K 19,537 +2,121 +12%
MSAM
83
Moloney Securities Asset Management
Missouri
$240K 19,347 +634 +3%
RT
84
Rockland Trust
Massachusetts
$240K 19,338 +19,338 New
KCM
85
Kennedy Capital Management
Missouri
$239K 19,243 -8,837 -31%
CC
86
Cipher Capital
New York
$237K 19,151 +19,151 New
AIM
87
Allen Investment Management
New York
$236K 19,010 – –
B
88
Bailard
California
$235K 18,946 – –
Truist Financial
89
Truist Financial
North Carolina
$227K 18,310 +147 +0.8%
PP
90
Paloma Partners
Connecticut
$226K 18,201 +18,201 New
PAG
91
Private Advisor Group
New Jersey
$225K 18,106 +817 +5%
RJFSA
92
Raymond James Financial Services Advisors
Florida
$211K 16,984 +409 +2%
TP
93
Tranquility Partners
Tennessee
$211K 17,055 +17,055 New
Acadian Asset Management
94
Acadian Asset Management
Massachusetts
$198K 15,981 – –
PA
95
Perennial Advisors
New York
$188K 15,146 -145 -0.9%
BS
96
Boenning & Scattergood
Pennsylvania
$186K 15,000 – –
SCM
97
Shelton Capital Management
Colorado
$180K 14,500 – –
Goldman Sachs
98
Goldman Sachs
New York
$178K 14,351 -1,325 -8%
Victory Capital Management
99
Victory Capital Management
Texas
$178K 14,315 -446 -3%
TI
100
Trexquant Investment
Connecticut
$176K 14,183 +14,183 New
2 3
4
5 6