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New Mountain Finance
NMFC

Overview Fund Activity

134 hedge funds and large institutions have $407M invested in New Mountain Finance in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 15 closing their positions.

Holders
134
Holders Change
+10
Holders Change %
+8.06%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
25
Increased
41
Reduced
32
Closed
15
Calls
$942K
Puts
$8K
Net Calls
+$934K
Net Calls Change
+$342K

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$30M
2
RTS
2
Round Table Services
New Jersey
$37.9M
3
VanEck Associates
3
VanEck Associates
New York
$19.6M
4
Millennium Management
4
Millennium Management
New York
$904K
5
Citadel Advisors
5
Citadel Advisors
Florida
$862K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.96M
2
ACM
2
Advisors Capital Management
New Jersey
$4.71M
3
DCM
3
Dimension Capital Management
Florida
$17M
4
Invesco
4
Invesco
Georgia
$15.6M
5
AM
5
Ares Management
California
$6.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
76
Mutual Advisors
Nebraska
$344K -$1.55K -113 -0.4%
RIL
77
Rothschild Investment LLC
Illinois
$329K +$7.12K +520 +2%
PCA
78
Personal Capital Advisors
California
$304K +$304K +22,206 New
SMH
79
Sanders Morris Harris
Texas
$300K – – –
SPA
80
Shore Point Advisors
New Jersey
$300K +$300K +21,895 New
KCM
81
Kennedy Capital Management
Missouri
$298K – – –
Jane Street
82
Jane Street
New York
$292K +$113K +8,268 +63%
GC
83
Guggenheim Capital
Illinois
$291K -$744K -54,297 -72%
ASN
84
Advisory Services Network
Georgia
$279K -$15.7K -1,147 -5%
AIM
85
Allen Investment Management
New York
$265K – – –
B
86
Bailard
California
$260K – – –
PAG
87
Private Advisor Group
New Jersey
$254K -$242K -17,733 -49%
D.E. Shaw & Co
88
D.E. Shaw & Co
New York
$251K -$497K -36,265 -66%
WA
89
Wambolt & Associates
Colorado
$242K -$7.7K -562 -3%
Brown Advisory
90
Brown Advisory
Maryland
$233K – – –
CA
91
Calton & Associates
Florida
$231K +$8.42K +615 +4%
Truist Financial
92
Truist Financial
North Carolina
$223K +$46.7K +3,414 +27%
CANY
93
Caxton Associates (New York)
New York
$221K – – –
TI
94
Trexquant Investment
Connecticut
$208K +$208K +15,148 New
BS
95
Boenning & Scattergood
Pennsylvania
$206K – – –
BRWA
96
B. Riley Wealth Advisors
Florida
$188K +$23.9K +1,736 +15%
Victory Capital Management
97
Victory Capital Management
Texas
$176K -$5.47K -399 -3%
Cerity Partners
98
Cerity Partners
New York
$164K +$164K +11,937 New
HF
99
HRT Financial
New York
$156K +$156K +11,400 New
PA
100
Perennial Advisors
New York
$154K +$154K +11,242 New
2 3
4
5 6