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New Mountain Finance
NMFC

Overview Fund Activity

134 hedge funds and large institutions have $407M invested in New Mountain Finance in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 15 closing their positions.

Holders
134
Holders Change
+10
Holders Change %
+8.06%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
25
Increased
41
Reduced
32
Closed
15
Calls
$942K
Puts
$8K
Net Calls
+$934K
Net Calls Change
+$342K

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$30M
2
RTS
2
Round Table Services
New Jersey
$37.9M
3
VanEck Associates
3
VanEck Associates
New York
$19.6M
4
Millennium Management
4
Millennium Management
New York
$904K
5
Citadel Advisors
5
Citadel Advisors
Florida
$862K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.96M
2
ACM
2
Advisors Capital Management
New Jersey
$4.71M
3
DCM
3
Dimension Capital Management
Florida
$17M
4
Invesco
4
Invesco
Georgia
$15.6M
5
AM
5
Ares Management
California
$6.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$151K -$32.1K -2,345 -18%
MA
102
Montag & Associates
Georgia
$151K – – –
GFS
103
GYL Financial Synergies
Connecticut
$151K +$5.48K +400 +4%
Fisher Asset Management
104
Fisher Asset Management
Washington
$144K +$144K +10,521 New
CWM
105
Cedar Wealth Management
California
$142K +$142K +10,350 New
EFS
106
Essex Financial Services
Connecticut
$139K +$139K +10,173 New
CCM
107
Covington Capital Management
California
$138K +$138K +10,047 New
Comerica Bank
108
Comerica Bank
Texas
$137K – – –
Bessemer Group
109
Bessemer Group
New Jersey
$105K – – –
FF
110
FourThought Financial
Florida
$51K – – –
CA
111
Cornerstone Advisory
Maryland
$40K +$40K +2,922 New
CFGS
112
Concourse Financial Group Securities
Alabama
$30K – – –
MCA
113
Maryland Capital Advisors
Maryland
$25K +$25K +1,798 New
Group One Trading
114
Group One Trading
Illinois
$22K – – –
APA
115
American Portfolios Advisors
New York
$21.2K – – –
AWM
116
Avior Wealth Management
Nebraska
$20K +$20K +1,500 New
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$19K -$2.42K -181 -11%
SIS
118
Sound Income Strategies
Florida
$17K +$17K +1,209 New
HNB
119
Huntington National Bank
Ohio
$15K +$15K +1,101 New
FHA
120
First Horizon Advisors
Tennessee
$14K – – –
ACM
121
Aquatic Capital Management
Illinois
$8K +$8K +600 New
TRCT
122
Tower Research Capital (TRC)
New York
$6K -$14.3K -1,125 -70%
LWANC
123
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K – – –
SPIA
124
Steward Partners Investment Advisory
New York
$5K – – –
PA
125
PSI Advisors
Florida
$5K – – –
2 3 4
5
6