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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 %
PA
126
Parallel Advisors
California
$4K – – –
ZIG
127
Zullo Investment Group
Pennsylvania
$3K +$3K +191 New
GLLW
128
Graves Light Lenhart Wealth
Virginia
$2K – – –
HCP
129
Hexagon Capital Partners
Arkansas
$2K – – –
SSB
130
Sandy Spring Bank
Maryland
$2K +$52 +3 +3%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$2K +$2K +161 New
BFEC
132
Benjamin F. Edwards & Company
Missouri
$1K +$28 +2 +3%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
– -$1.43M -107,088 Closed
AR
134
Advisory Research
Illinois
– -$1.07M -80,313 Closed
SW
135
SVB Wealth
Massachusetts
– -$641K -48,138 Closed
Creative Planning
136
Creative Planning
Kansas
– -$467K -35,093 Closed
PFO
137
Pathstone Family Office
New Jersey
– -$271K -20,400 Closed
FAN
138
Financial Advisors Network
California
– -$265K -19,150 Closed
Acadian Asset Management
139
Acadian Asset Management
Massachusetts
– -$188K -14,131 Closed
SCM
140
Shelton Capital Management
Colorado
– -$158K -11,900 Closed
Mirae Asset Global Investments
141
Mirae Asset Global Investments
South Korea
– -$140K -10,514 Closed
CSS
142
Cubist Systematic Strategies
Connecticut
– -$134K -10,091 Closed
VF
143
Virtu Financial
New York
– -$134K -10,075 Closed
FIA
144
FNY Investment Advisers
New York
– -$23K -1,750 Closed
EWA
145
Evolution Wealth Advisors
Florida
– -$15K -1,100 Closed
PMFA
146
Plante Moran Financial Advisors
Michigan
– -$13K -1,000 Closed
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