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New Mountain Finance
NMFC

Overview Fund Activity

149 hedge funds and large institutions have $419M invested in New Mountain Finance in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+15
Holders Change %
+11.19%
% of All Funds
2.36%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
52
Reduced
30
Closed
10
Calls
$830K
Puts
$163K
Net Calls
+$667K
Net Calls Change
-$267K

Top Buyers

1
VanEck Associates
VanEck Associates
New York
$28.9M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
$4.63M
3
RTS
Round Table Services
New Jersey
$41.2M
4
C
Cliffwater
California
$16.7M
5
Morgan Stanley
Morgan Stanley
New York
$24.3M

Top Sellers

1
CIC
Chilton Investment Company
Connecticut
$1.17M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$13.4M
3
AM
Ares Management
California
$4.7M
4
Invesco
Invesco
Georgia
$13.8M
5
BlackRock
BlackRock
New York
$7.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$15K -$4.12K -307 -22%
HNB
127
Huntington National Bank
Ohio
$15K – – –
FHA
128
First Horizon Advisors
Tennessee
$14K – – –
SIS
129
Sound Income Strategies
Florida
$11K -$5.62K -409 -34%
IHWM
130
Iron Horse Wealth Management
Iowa
$10K +$10K +700 New
FMP
131
Financial Management Professionals
Texas
$9K +$9K +645 New
Group One Trading
132
Group One Trading
Illinois
$7K -$15.4K -1,100 -69%
MC
133
Muzinich & Co
New York
$6.88K +$465 +33,553 +7%
SPIA
134
Steward Partners Investment Advisory
New York
$6K – – –
LWANC
135
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K – – –
PA
136
PSI Advisors
Florida
$5K – – –
PA
137
Parallel Advisors
California
$4K – – –
MFT
138
Moisand Fitzgerald Tamayo
Florida
$4K +$4K +270 New
DHGWA
139
Dixon Hughes Goodman Wealth Advisors
North Carolina
$4K +$4K +290 New
ZIG
140
Zullo Investment Group
Pennsylvania
$3K – – –
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$3K +$3K +182 New
LC
142
Lindbrook Capital
California
$3K +$3K +200 New
HCP
143
Hexagon Capital Partners
Arkansas
$2K – – –
GLLW
144
Graves Light Lenhart Wealth
Virginia
$2K – – –
SSB
145
Sandy Spring Bank
Maryland
$2K +$34 +2 +2%
Macquarie Group
146
Macquarie Group
Australia
$1.32K – – –
BFEC
147
Benjamin F. Edwards & Company
Missouri
$1K +$14 +1 +1%
Millennium Management
148
Millennium Management
New York
– -$904K -66,011 Closed
FFN
149
Focus Financial Network
Minnesota
– -$904K -65,988 Closed
Jane Street
150
Jane Street
New York
– -$292K -21,332 Closed
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