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New Mountain Finance
NMFC

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.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $679K | Put options by funds: $302K

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

38% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 39

7% more funds holding

Funds holding: 149 → 159 (+10)

0.13% more ownership

Funds ownership: 31.41% → 31.53% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

10% less capital invested

Capital invested by funds: $419M → $378M (-$41.4M)

Holders
159
Holders Change
+10
Holders Change %
+6.71%
% of All Funds
2.68%
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

Rank Fund Capital Flow
1
RTS
Round Table Services
New Jersey
+$8.36M
2
Millennium Management
Millennium Management
New York
+$2.65M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$2.04M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.28M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$1.18M

Top Sellers

Rank Fund Capital Flow
1
VanEck Associates
VanEck Associates
New York
-$11M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$3.89M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.11M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$1.08M
5
AM
Ares Management
California
-$700K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
76
Fourpath Capital Management
Oklahoma
$332K – – –
WAM
77
WFA Asset Management
Wisconsin
$325K +$6.27K +487 +2%
MSAM
78
Moloney Securities Asset Management
Missouri
$309K +$2.51K +195 +0.8%
MA
79
Mutual Advisors
Nebraska
$302K -$7.39K -574 -2%
RIG
80
Roosevelt Investment Group
New York
$302K – – –
CBC
81
Coombe, Bender & Co
New York
$299K +$323K +25,085 New
Northern Trust
82
Northern Trust
Illinois
$289K +$51.1K +3,970 +20%
KCM
83
Kennedy Capital Management
Missouri
$288K +$24.9K +1,934 +9%
SEI Investments
84
SEI Investments
Pennsylvania
$284K +$307K +23,834 New
Jane Street
85
Jane Street
New York
$283K +$306K +23,775 New
GC
86
Guggenheim Capital
Illinois
$282K +$6.18K +480 +2%
ECM
87
EMC Capital Management
Texas
$272K +$1.3K +101 +0.4%
WJWM
88
Williams Jones Wealth Management
New York
$268K -$25.8K -2,000 -8%
PCA
89
Personal Capital Advisors
California
$264K – – –
SMH
90
Sanders Morris Harris
Texas
$261K – – –
SPA
91
Shore Point Advisors
New Jersey
$261K – – –
WSCM
92
Wellington Shields Capital Management
New York
$250K -$331K -25,700 -55%
Truist Financial
93
Truist Financial
North Carolina
$242K +$386 +30 +0.1%
ASN
94
Advisory Services Network
Georgia
$237K -$19.3K -1,499 -7%
CSS
95
Cubist Systematic Strategies
Connecticut
$234K +$252K +19,610 New
AIM
96
Allen Investment Management
New York
$231K – – –
N
97
Natixis
France
$224K +$242K +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 -$175K -13,621 -45%
2 3
4
5 6

NMFC Hedge Fund Activity: Q2 2022 in Review

159 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in New Mountain Finance (NMFC) for Q2 2022, worth a combined $378M — down 9.9% from $419M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NMFC positions and 12 closed out — a net gain of 13 holders — while 54 added to existing stakes and 39 trimmed.

The largest buyer was Round Table Services, adding an estimated $8.36M. The largest seller was VanEck Associates, cutting an estimated $11M.

  • 159 institutional investors held New Mountain Finance (NMFC) as of Q2 2022, up from 149 in Q1 2022.
  • Funds reported $378M of New Mountain Finance stock for Q2 2022, down 9.9% quarter-over-quarter.
  • 25 funds opened new New Mountain Finance positions in Q2 2022 and 12 closed out, a net change of +13 holders.
  • The largest New Mountain Finance buyer in Q2 2022 was Round Table Services, an estimated $8.36M added.
  • The largest New Mountain Finance seller in Q2 2022 was VanEck Associates, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2022.