We are live on ! Find out more
NMFC icon

New Mountain Finance

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

86% more call options, than puts

Call options by funds: $1M | Put options by funds: $537K

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

4% more capital invested

Capital invested by funds: $392M → $409M (+$17.4M)

0% more funds holding

Funds holding: 131131 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0.56% less ownership

Funds ownership: 32.64%32.08% (-0.56%)

Holders
131
Holders Change
Holders Change %
0%
% of All Funds
2.28%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
76
Goldman Sachs
New York
$385K +$194K +14,858 +104%
RT
77
Rockland Trust
Massachusetts
$380K +$125K +9,548 +49%
OC
78
Oppenheimer & Co
New York
$366K +$16.5K +1,262 +5%
RIG
79
Roosevelt Investment Group
New York
$336K -$39K -2,987 -10%
MA
80
Mutual Advisors
Nebraska
$329K -$6.44K -493 -2%
BA
81
Bard Associates
Illinois
$329K +$6.33K +485 +2%
RIL
82
Rothschild Investment LLC
Illinois
$310K
SMH
83
Sanders Morris Harris
Texas
$288K
MSAM
84
Moloney Securities Asset Management
Missouri
$288K +$32.9K +2,523 +13%
KCM
85
Kennedy Capital Management
Missouri
$286K +$32.6K +2,496 +13%
Northern Trust
86
Northern Trust
Illinois
$268K -$185K -14,169 -41%
PAG
87
Private Advisor Group
New Jersey
$266K +$27.4K +2,095 +12%
ASN
88
Advisory Services Network
Georgia
$257K
AIM
89
Allen Investment Management
New York
$255K +$4.53K +347 +2%
WA
90
Wambolt & Associates
Colorado
$251K -$5.44K -417 -2%
B
91
Bailard
California
$250K
GCP
92
GSA Capital Partners
United Kingdom
$238K +$236K +18,052 New
QC
93
Quadrature Capital
United Kingdom
$235K +$233K +17,811 New
Truist Financial
94
Truist Financial
North Carolina
$214K -$27.3K -2,093 -11%
CA
95
Calton & Associates
Florida
$209K +$22.7K +1,738 +12%
BS
96
Boenning & Scattergood
Pennsylvania
$198K
Acadian Asset Management
97
Acadian Asset Management
Massachusetts
$186K -$24.2K -1,850 -12%
Victory Capital Management
98
Victory Capital Management
Texas
$183K -$5.63K -431 -3%
PA
99
Perennial Advisors
New York
$180K -$19.8K -1,516 -10%
Jane Street
100
Jane Street
New York
$180K +$179K +13,691 New

NMFC Hedge Fund Activity: Q2 2021 in Review

131 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in New Mountain Finance (NMFC) for Q2 2021, worth a combined $409M — up 4.4% from $392M a quarter earlier.

Fund positioning in NMFC was balanced in Q2 2021: 15 funds opened new positions, 15 closed out, 51 added to existing stakes and 46 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $5.1M. The largest seller was Cliffwater, cutting an estimated $8.17M.

  • 131 institutional investors held New Mountain Finance (NMFC) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $409M of New Mountain Finance stock for Q2 2021, up 4.4% quarter-over-quarter.
  • 15 funds opened new New Mountain Finance positions in Q2 2021 and 15 closed out, a net change of 0 holders.
  • The largest New Mountain Finance buyer in Q2 2021 was Two Sigma Advisers, an estimated $5.1M added.
  • The largest New Mountain Finance seller in Q2 2021 was Cliffwater, an estimated $8.17M sold.

Based on aggregated 13F filings for Q2 2021.