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New Mountain Finance
NMFC

Overview Fund Activity

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.

Holders
159
Holders Change
+10
Holders Change %
+6.71%
% of All Funds
2.69%
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

1
RTS
1
Round Table Services
New Jersey
$43.2M
2
Millennium Management
2
Millennium Management
New York
$2.45M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$1.89M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$12.7M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$6.47M

Top Sellers

1
VanEck Associates
1
VanEck Associates
New York
$14.7M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$3.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$371K
5
AM
5
Ares Management
California
$3.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
BS
101
Boenning & Scattergood
Pennsylvania
$179K – – –
PI
102
PEAK6 Investments
Illinois
$176K +$143K +12,007 +436%
Balyasny Asset Management
103
Balyasny Asset Management
Illinois
$170K +$170K +14,263 New
BRWA
104
B. Riley Wealth Advisors
Florida
$163K +$1.22K +102 +0.8%
D.E. Shaw & Co
105
D.E. Shaw & Co
New York
$153K -$179K -15,068 -54%
Victory Capital Management
106
Victory Capital Management
Texas
$153K +$2.58K +217 +2%
Creative Planning
107
Creative Planning
Kansas
$151K +$151K +12,648 New
QT
108
Quantbot Technologies
New York
$150K +$150K +12,671 New
Cerity Partners
109
Cerity Partners
New York
$141K +$9.54K +800 +7%
CP
110
CenterBook Partners
Connecticut
$137K +$137K +11,464 New
AWAG
111
ARS Wealth Advisors Group
Florida
$136K – – –
RIL
112
Rothschild Investment LLC
Illinois
$131K -$155K -13,044 -54%
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$130K -$48 -4 -0%
Comerica Bank
114
Comerica Bank
Texas
$129K – – –
CWM
115
Cedar Wealth Management
California
$123K – – –
EFS
116
Essex Financial Services
Connecticut
$121K +$59 +5 +0%
CCM
117
Covington Capital Management
California
$120K – – –
PA
118
Perennial Advisors
New York
$120K +$48 +4 +0%
Bessemer Group
119
Bessemer Group
New Jersey
$91K – – –
ACM
120
Aquatic Capital Management
Illinois
$63K +$63K +5,300 New
PHK
121
Point72 Hong Kong
Hong Kong
$49K +$49K +4,094 New
FF
122
FourThought Financial
Florida
$44K – – –
TRCT
123
Tower Research Capital (TRC)
New York
$41K +$11K +917 +37%
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$39.3K -$24.4K -2,045 -38%
AW
125
ACG Wealth
Georgia
$39K +$39K +3,255 New
3 4
5
6 7