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New Mountain Finance
NMFC

Overview Fund Activity

131 hedge funds and large institutions have $409M invested in New Mountain Finance in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
–
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
51
Reduced
46
Closed
15
Calls
$1M
Puts
$537K
Net Calls
+$464K
Net Calls Change
-$635K

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$6.15M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$25.3M
3
Invesco
3
Invesco
Georgia
$18.1M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$1.49M
5
AIIMS
5
Analyst IMS Investment Management Services
Israel
$1.43M

Top Sellers

1
C
1
Cliffwater
California
$15.5M
2
DCM
2
Dimension Capital Management
Florida
$21.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$16.3M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$586K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$7.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
76
Goldman Sachs
New York
$385K +$196K +14,858 +104%
RT
77
Rockland Trust
Massachusetts
$380K +$126K +9,548 +49%
OC
78
Oppenheimer & Co
New York
$366K +$16.6K +1,262 +5%
RIG
79
Roosevelt Investment Group
New York
$336K -$39.4K -2,987 -10%
MA
80
Mutual Advisors
Nebraska
$329K -$6.49K -493 -2%
BA
81
Bard Associates
Illinois
$329K +$6.38K +485 +2%
RIL
82
Rothschild Investment LLC
Illinois
$310K – – –
SMH
83
Sanders Morris Harris
Texas
$288K – – –
MSAM
84
Moloney Securities Asset Management
Missouri
$288K +$33.2K +2,523 +13%
KCM
85
Kennedy Capital Management
Missouri
$286K +$32.8K +2,496 +13%
Northern Trust
86
Northern Trust
Illinois
$268K -$186K -14,169 -41%
PAG
87
Private Advisor Group
New Jersey
$266K +$27.6K +2,095 +12%
ASN
88
Advisory Services Network
Georgia
$257K – – –
AIM
89
Allen Investment Management
New York
$255K +$4.57K +347 +2%
WA
90
Wambolt & Associates
Colorado
$251K -$5.53K -417 -2%
B
91
Bailard
California
$250K – – –
GCP
92
GSA Capital Partners
United Kingdom
$238K +$238K +18,052 New
QC
93
Quadrature Capital
United Kingdom
$235K +$235K +17,811 New
Truist Financial
94
Truist Financial
North Carolina
$214K -$27.6K -2,093 -11%
CA
95
Calton & Associates
Florida
$209K +$22.9K +1,738 +12%
BS
96
Boenning & Scattergood
Pennsylvania
$198K – – –
Acadian Asset Management
97
Acadian Asset Management
Massachusetts
$186K -$24.4K -1,850 -12%
Victory Capital Management
98
Victory Capital Management
Texas
$183K -$5.68K -431 -3%
PA
99
Perennial Advisors
New York
$180K -$20K -1,516 -10%
Jane Street
100
Jane Street
New York
$180K +$180K +13,691 New
2 3
4
5 6