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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 %
GFS
101
GYL Financial Synergies
Connecticut
$149K +$149K +12,885 New
Creative Planning
102
Creative Planning
Kansas
$146K +$150 +13 +0.1%
Citadel Advisors
103
Citadel Advisors
Florida
$142K +$142K +12,324 New
Balyasny Asset Management
104
Balyasny Asset Management
Illinois
$137K -$27.2K -2,362 -17%
ZF
105
Zhang Financial
Michigan
$137K +$137K +11,861 New
Cerity Partners
106
Cerity Partners
New York
$136K +$241 +21 +0.2%
CSS
107
Cubist Systematic Strategies
Connecticut
$130K -$96.7K -8,364 -43%
Russell Investments Group
108
Russell Investments Group
United Kingdom
$128K +$128K +11,439 New
RIL
109
Rothschild Investment LLC
Illinois
$121K -$5.52K -480 -4%
SI
110
Stephens Inc
Arkansas
$121K +$121K +10,500 New
CCM
111
Covington Capital Management
California
$116K – – –
PA
112
Perennial Advisors
New York
$116K +$58 +5 +0%
Bessemer Group
113
Bessemer Group
New Jersey
$89K – – –
CWM
114
Cedar Wealth Management
California
$88K -$31.8K -2,750 -27%
FF
115
FourThought Financial
Florida
$43K – – –
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$30K +$12.8K +1,125 +74%
HI
117
Harbour Investments
Wisconsin
$28K – – –
Nomura Asset Management
118
Nomura Asset Management
Japan
$26.7K +$14.3K +1,239 +115%
Lazard Asset Management
119
Lazard Asset Management
New York
$24K – – –
SIC
120
Salem Investment Counselors
North Carolina
$23K +$23K +2,000 New
PTC
121
Private Trust Company
Ohio
$23K +$23K +2,033 New
WAM
122
Worth Asset Management
Texas
$20K – – –
APA
123
American Portfolios Advisors
New York
$17.9K – – –
IA
124
IFP Advisors
Florida
$17K – – –
TIM
125
Tortoise Investment Management
New York
$16K – – –
3 4
5
6 7