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New Mountain Finance
NMFC

Overview Fund Activity

131 hedge funds and large institutions have $392M invested in New Mountain Finance in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 46 reducing their positions, and 19 closing their positions.

Holders
131
Holders Change
-5
Holders Change %
-3.68%
% of All Funds
2.31%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
14
Increased
45
Reduced
46
Closed
19
Calls
$1.68M
Puts
$578K
Net Calls
+$1.1M
Net Calls Change
+$306K

Top Buyers

1
AM
1
Ares Management
California
$5.97M
2
Invesco
2
Invesco
Georgia
$14.9M
3
VanEck Associates
3
VanEck Associates
New York
$16.2M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$1.98M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$20.9M

Top Sellers

1
SCIM
1
Spring Creek Investment Management
Pennsylvania
$788K
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$9.18M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.1M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.38M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$6.69M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
101
Calton & Associates
Florida
$175K 14,133 +103 +0.7%
CAMG
102
CWA Asset Management Group
Florida
$170K 13,742 +1,485 +12%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$166K 13,409 +13,409 New
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$164K 13,189 +1,500 +13%
BRWA
105
B. Riley Wealth Advisors
Florida
$147K 11,790 -604 -5%
Comerica Bank
106
Comerica Bank
Texas
$146K 11,182 – –
D.E. Shaw & Co
107
D.E. Shaw & Co
New York
$145K 11,695 +11,695 New
AIA
108
Avalon Investment & Advisory
Texas
$139K 11,250 – –
MA
109
Montag & Associates
Georgia
$136K 11,000 – –
WAM
110
Wolverine Asset Management
Illinois
$107K 8,674 +4,559 +111%
FIA
111
FNY Investment Advisers
New York
$71K 5,750 +1,750 +44%
FF
112
FourThought Financial
Florida
$45K 3,690 -119 -3%
SPIA
113
Steward Partners Investment Advisory
New York
$33.4K 2,697 +672 +33%
CFGS
114
Concourse Financial Group Securities
Alabama
$30K 2,456 -609 -20%
APA
115
American Portfolios Advisors
New York
$21.8K 1,759 +1,550 +742%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$19K 1,605 – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
117
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13K 1,073 -1,086 -50%
GLLW
118
Graves Light Lenhart Wealth
Virginia
$13K 1,023 – –
FHC
119
First Horizon Corporation
Tennessee
$12K 1,000 – –
NFSG
120
Newbridge Financial Services Group
Florida
$6K 485 – –
WP
121
WealthShield Partners
North Carolina
$6K 522 +522 New
PA
122
Parallel Advisors
California
$4K 300 – –
SWM
123
Selective Wealth Management
Virginia
$4K 312 – –
Citigroup
124
Citigroup
New York
$4K 290 – –
TRCT
125
Tower Research Capital (TRC)
New York
$3K 214 -1,699 -89%
3 4
5
6 7