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New Mountain Finance
NMFC

Overview Fund Activity

149 hedge funds and large institutions have $419M invested in New Mountain Finance in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
149
Holders Change
+15
Holders Change %
+11.19%
% of All Funds
2.36%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
52
Reduced
30
Closed
10
Calls
$830K
Puts
$163K
Net Calls
+$667K
Net Calls Change
-$267K

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$28.9M
2
BGIM
2
Brandywine Global Investment Management
Pennsylvania
$4.63M
3
RTS
3
Round Table Services
New Jersey
$41.2M
4
C
4
Cliffwater
California
$16.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$24.3M

Top Sellers

1
CIC
1
Chilton Investment Company
Connecticut
$1.17M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$13.4M
3
AM
3
Ares Management
California
$4.7M
4
Invesco
4
Invesco
Georgia
$13.8M
5
BlackRock
5
BlackRock
New York
$7.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
76
Mutual Advisors
Nebraska
$359K +$10.9K +787 +3%
MSAM
77
Moloney Securities Asset Management
Missouri
$357K +$2.24K +162 +0.6%
RIG
78
Roosevelt Investment Group
New York
$351K – – –
WJWM
79
Williams Jones Wealth Management
New York
$339K -$13.8K -1,000 -4%
RIL
80
Rothschild Investment LLC
Illinois
$333K – – –
GC
81
Guggenheim Capital
Illinois
$321K +$26.7K +1,925 +9%
PCA
82
Personal Capital Advisors
California
$308K – – –
KCM
83
Kennedy Capital Management
Missouri
$308K +$6.57K +474 +2%
SPA
84
Shore Point Advisors
New Jersey
$303K – – –
SMH
85
Sanders Morris Harris
Texas
$303K – – –
ECM
86
EMC Capital Management
Texas
$302K +$302K +22,706 New
ASN
87
Advisory Services Network
Georgia
$296K +$13.8K +1,000 +5%
WSCM
88
Wellington Shields Capital Management
New York
$291K +$291K +46,700 New
Northern Trust
89
Northern Trust
Illinois
$282K +$282K +20,319 New
Truist Financial
90
Truist Financial
North Carolina
$280K +$54.9K +3,969 +24%
AIM
91
Allen Investment Management
New York
$268K – – –
WA
92
Wambolt & Associates
Colorado
$246K – – –
CA
93
Calton & Associates
Florida
$244K +$10.2K +739 +4%
Brown Advisory
94
Brown Advisory
Maryland
$235K – – –
BS
95
Boenning & Scattergood
Pennsylvania
$208K – – –
SW
96
SVB Wealth
Massachusetts
$205K +$205K +14,776 New
CANY
97
Caxton Associates (New York)
New York
$193K -$30.1K -2,174 -13%
BRWA
98
B. Riley Wealth Advisors
Florida
$188K -$1.74K -125 -0.9%
Victory Capital Management
99
Victory Capital Management
Texas
$168K -$2.26K -170 -1%
BCM
100
Breiter Capital Management
Florida
$160K +$160K +11,550 New
2 3
4
5 6