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New Mountain Finance
NMFC

Overview Fund Activity

148 hedge funds and large institutions have $361M invested in New Mountain Finance in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 43 reducing their positions, and 25 closing their positions.

Holders
148
Holders Change
-11
Holders Change %
-6.92%
% of All Funds
2.56%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
16
Increased
47
Reduced
43
Closed
25
Calls
$746K
Puts
$261K
Net Calls
+$485K
Net Calls Change
+$108K

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$2.13M
2
RTS
2
Round Table Services
New Jersey
$43.8M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$27.4M
4
BlackRock
4
BlackRock
New York
$8.63M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$25.3M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$0
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$4.47M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$3.71M
4
AIIMS
4
Analyst IMS Investment Management Services
Israel
$0
5
Millennium Management
5
Millennium Management
New York
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBC
76
Coombe, Bender & Co
New York
$307K +$17.3K +1,502 +6%
MSAM
77
Moloney Securities Asset Management
Missouri
$297K -$2.11K -183 -0.7%
MA
78
Mutual Advisors
Nebraska
$285K -$7.15K -620 -2%
RIG
79
Roosevelt Investment Group
New York
$282K -$10.4K -900 -4%
KCM
80
Kennedy Capital Management
Missouri
$280K +$1.45K +126 +0.5%
SEI Investments
81
SEI Investments
Pennsylvania
$275K – – –
N
82
Natixis
France
$271K +$52.4K +4,500 +24%
ECM
83
EMC Capital Management
Texas
$263K – – –
GC
84
Guggenheim Capital
Illinois
$259K -$14.1K -1,221 -5%
PCA
85
Personal Capital Advisors
California
$256K – – –
SMH
86
Sanders Morris Harris
Texas
$252K – – –
SPA
87
Shore Point Advisors
New Jersey
$252K – – –
SW
88
SVB Wealth
Massachusetts
$252K +$252K +21,930 New
WJWM
89
Williams Jones Wealth Management
New York
$248K -$11.5K -1,000 -4%
WSCM
90
Wellington Shields Capital Management
New York
$242K – – –
CC
91
Claybrook Capital
Massachusetts
$229K +$229K +19,880 New
AIM
92
Allen Investment Management
New York
$223K – – –
ASN
93
Advisory Services Network
Georgia
$221K -$8.07K -701 -4%
II
94
Inspire Investing
Idaho
$208K +$208K +18,043 New
PI
95
PEAK6 Investments
Illinois
$202K +$32.2K +2,794 +19%
WA
96
Wambolt & Associates
Colorado
$197K -$6.44K -559 -3%
D.E. Shaw & Co
97
D.E. Shaw & Co
New York
$197K +$48.6K +4,207 +33%
Brown Advisory
98
Brown Advisory
Maryland
$196K – – –
BS
99
Boenning & Scattergood
Pennsylvania
$173K – – –
EFS
100
Essex Financial Services
Connecticut
$164K +$46.3K +4,004 +39%
2 3
4
5 6