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New Mountain Finance
NMFC

Overview Fund Activity

124 hedge funds and large institutions have $403M invested in New Mountain Finance in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 35 reducing their positions, and 21 closing their positions.

Holders
124
Holders Change
-7
Holders Change %
-5.34%
% of All Funds
2.18%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
15
Increased
45
Reduced
35
Closed
21
Calls
$764K
Puts
$172K
Net Calls
+$592K
Net Calls Change
+$128K

Top Buyers

1
AM
1
Ares Management
California
$8.11M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$5.03M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$27.3M
4
VFA
4
Valeo Financial Advisors
Indiana
$975K
5
RTS
5
Round Table Services
New Jersey
$35.1M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
POIA
2
Pin Oak Investment Advisors
Texas
$0
3
DCM
3
Dimension Capital Management
Florida
$19.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$15M
5
VanEck Associates
5
VanEck Associates
New York
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSS
101
Cubist Systematic Strategies
Connecticut
$134K -$481K -36,255 -78%
VF
102
Virtu Financial
New York
$134K +$134K +10,075 New
Bessemer Group
103
Bessemer Group
New Jersey
$102K +$102K +7,680 New
FF
104
FourThought Financial
Florida
$49K – – –
CFGS
105
Concourse Financial Group Securities
Alabama
$29K – – –
FIA
106
FNY Investment Advisers
New York
$23K -$29.6K -2,250 -56%
TRCT
107
Tower Research Capital (TRC)
New York
$21K -$24.8K -1,889 -54%
Group One Trading
108
Group One Trading
Illinois
$21K -$1.31K -100 -6%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$21K – – –
APA
110
American Portfolios Advisors
New York
$20.6K – – –
EWA
111
Evolution Wealth Advisors
Florida
$15K +$15K +1,100 New
FHA
112
First Horizon Advisors
Tennessee
$13K +$13K +1,000 New
PMFA
113
Plante Moran Financial Advisors
Michigan
$13K +$13K +1,000 New
LWANC
114
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K +$6K +450 New
SPIA
115
Steward Partners Investment Advisory
New York
$5K – – –
PA
116
PSI Advisors
Florida
$5K +$5K +350 New
PA
117
Parallel Advisors
California
$4K – – –
GLLW
118
Graves Light Lenhart Wealth
Virginia
$2K – – –
HCP
119
Hexagon Capital Partners
Arkansas
$2K – – –
SSB
120
Sandy Spring Bank
Maryland
$2K +$35 +2 +2%
BFEC
121
Benjamin F. Edwards & Company
Missouri
$1K +$14 +1 +1%
Arrowstreet Capital
122
Arrowstreet Capital
Massachusetts
– -$7.96M -604,066 Closed
POIA
123
Pin Oak Investment Advisors
Texas
– -$3.19M -242,005 Closed
Tudor Investment Corp
124
Tudor Investment Corp
Connecticut
– -$1.06M -80,134 Closed
OFA
125
Oak Family Advisors
Illinois
– -$823K -62,522 Closed
2 3 4
5
6