NMFC icon

New Mountain Finance
NMFC

Overview Fund Activity

159 hedge funds and large institutions have $378M invested in New Mountain Finance in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 12 closing their positions.

Holders
159
Holders Change
+10
Holders Change %
+6.71%
% of All Funds
2.69%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
54
Reduced
39
Closed
12
Calls
$679K
Puts
$302K
Net Calls
+$377K
Net Calls Change
-$290K

Top Buyers

1
RTS
1
Round Table Services
New Jersey
$43.2M
2
Millennium Management
2
Millennium Management
New York
$2.45M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$1.89M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$12.7M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$6.47M

Top Sellers

1
VanEck Associates
1
VanEck Associates
New York
$14.7M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$3.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$371K
5
AM
5
Ares Management
California
$3.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
76
Fourpath Capital Management
Oklahoma
$332K – – –
WAM
77
WFA Asset Management
Wisconsin
$325K +$5.8K +487 +2%
MSAM
78
Moloney Securities Asset Management
Missouri
$309K +$2.32K +195 +0.8%
MA
79
Mutual Advisors
Nebraska
$302K -$6.84K -574 -2%
RIG
80
Roosevelt Investment Group
New York
$302K – – –
CBC
81
Coombe, Bender & Co
New York
$299K +$299K +25,085 New
Northern Trust
82
Northern Trust
Illinois
$289K +$47.2K +3,970 +20%
KCM
83
Kennedy Capital Management
Missouri
$288K +$23.1K +1,934 +9%
SEI Investments
84
SEI Investments
Pennsylvania
$284K +$284K +23,834 New
Jane Street
85
Jane Street
New York
$283K +$283K +23,775 New
GC
86
Guggenheim Capital
Illinois
$282K +$5.72K +480 +2%
ECM
87
EMC Capital Management
Texas
$272K +$1.21K +101 +0.4%
WJWM
88
Williams Jones Wealth Management
New York
$268K -$23.8K -2,000 -8%
PCA
89
Personal Capital Advisors
California
$264K – – –
SPA
90
Shore Point Advisors
New Jersey
$261K – – –
SMH
91
Sanders Morris Harris
Texas
$261K – – –
WSCM
92
Wellington Shields Capital Management
New York
$250K -$306K -25,700 -55%
Truist Financial
93
Truist Financial
North Carolina
$242K +$358 +30 +0.1%
ASN
94
Advisory Services Network
Georgia
$237K -$17.9K -1,499 -7%
CSS
95
Cubist Systematic Strategies
Connecticut
$234K +$234K +19,610 New
AIM
96
Allen Investment Management
New York
$231K – – –
N
97
Natixis
France
$224K +$224K +18,784 New
WA
98
Wambolt & Associates
Colorado
$210K – – –
Brown Advisory
99
Brown Advisory
Maryland
$202K – – –
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$194K -$162K -13,621 -45%
2 3
4
5 6