New Mountain Finance
NMFC
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.
344% more call options, than puts
Call options by funds: $764K | Put options by funds: $172K
29% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 35
0.84% less ownership
Funds ownership: 32.08% → 31.24% (-0.84%)
2% less capital invested
Capital invested by funds: $409M → $403M (-$6.19M)
5% less funds holding
Funds holding: 131 → 124 (-7)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
29% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AM
Ares Management
Los Angeles,
California
|
+$3.48M |
| 2 |
Two Sigma Investments
New York
|
+$2.54M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$1.73M |
| 4 |
VFA
Valeo Financial Advisors
Carmel,
Indiana
|
+$980K |
| 5 |
RTS
Round Table Services
Westfield,
New Jersey
|
+$810K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$7.96M |
| 2 |
POIA
Pin Oak Investment Advisors
Houston,
Texas
|
-$3.19M |
| 3 |
DCM
Dimension Capital Management
Coral Gables,
Florida
|
-$2.16M |
| 4 |
JP Morgan Chase
New York
|
-$1.47M |
| 5 |
VanEck Associates
New York
|
-$1.07M |
NMFC Hedge Fund Activity: Q3 2021 in Review
124 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in New Mountain Finance (NMFC) for Q3 2021, worth a combined $403M — down 1.5% from $409M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of NMFC and 15 opened new positions — a net loss of 6 holders — while 35 trimmed existing stakes and 45 added.
The largest buyer was Ares Management, adding an estimated $3.48M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $7.96M sold.
- 124 institutional investors held New Mountain Finance (NMFC) as of Q3 2021, down from 131 in Q2 2021.
- Funds reported $403M of New Mountain Finance stock for Q3 2021, down 1.5% quarter-over-quarter.
- 15 funds opened new New Mountain Finance positions in Q3 2021 and 21 closed out, a net change of -6 holders.
- The largest New Mountain Finance buyer in Q3 2021 was Ares Management, an estimated $3.48M added.
- The largest New Mountain Finance seller in Q3 2021 was Arrowstreet Capital, an estimated $7.96M sold.
Based on aggregated 13F filings for Q3 2021.