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New Mountain Finance

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.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $679K | Put options by funds: $302K

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

38% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 39

7% more funds holding

Funds holding: 149159 (+10)

0.13% more ownership

Funds ownership: 31.41%31.53% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10% less capital invested

Capital invested by funds: $419M → $378M (-$41.4M)

Holders
159
Holders Change
+10
Holders Change %
+6.71%
% of All Funds
2.68%
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
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
126
State of Wyoming
Wyoming
$34K +$37K +2,876 New
HI
127
Harbour Investments
Wisconsin
$28K +$29.8K +2,317 New
Lazard Asset Management
128
Lazard Asset Management
New York
$25K
WAM
129
Worth Asset Management
Texas
$21K
Simplex Trading
130
Simplex Trading
Illinois
$20K +$22.7K +1,760 New
APA
131
American Portfolios Advisors
New York
$18.5K
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$18K +$5.11K +397 +36%
IA
133
IFP Advisors
Florida
$17K
TIM
134
Tortoise Investment Management
New York
$17K
HNB
135
Huntington National Bank
Ohio
$13K
Nomura Asset Management
136
Nomura Asset Management
Japan
$12.8K +$13.9K +1,078 New
FHA
137
First Horizon Advisors
Tennessee
$12K
SIS
138
Sound Income Strategies
Florida
$10K
FMP
139
Financial Management Professionals
Texas
$8K
IHWM
140
Iron Horse Wealth Management
Iowa
$8K
MCC
141
Money Concepts Capital
Florida
$7K -$12.1K -942 -63%
CFGS
142
Concourse Financial Group Securities
Alabama
$6K -$15.1K -1,171 -70%
SPIA
143
Steward Partners Investment Advisory
New York
$5K
LWANC
144
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K -$1.93K -150 -33%
PA
145
Parallel Advisors
California
$4K
PA
146
PSI Advisors
Florida
$4K
Citigroup
147
Citigroup
New York
$4K +$4.12K +320 +6,400%
AF
148
Advisornet Financial
Minnesota
$3K -$14.2K -1,100 -81%
MFT
149
Moisand Fitzgerald Tamayo
Florida
$2K -$1.74K -135 -50%
GLLW
150
Graves Light Lenhart Wealth
Virginia
$2K

NMFC Hedge Fund Activity: Q2 2022 in Review

159 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in New Mountain Finance (NMFC) for Q2 2022, worth a combined $378M — down 9.9% from $419M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NMFC positions and 12 closed out — a net gain of 13 holders — while 54 added to existing stakes and 39 trimmed.

The largest buyer was Round Table Services, adding an estimated $8.36M. The largest seller was VanEck Associates, cutting an estimated $11M.

  • 159 institutional investors held New Mountain Finance (NMFC) as of Q2 2022, up from 149 in Q1 2022.
  • Funds reported $378M of New Mountain Finance stock for Q2 2022, down 9.9% quarter-over-quarter.
  • 25 funds opened new New Mountain Finance positions in Q2 2022 and 12 closed out, a net change of +13 holders.
  • The largest New Mountain Finance buyer in Q2 2022 was Round Table Services, an estimated $8.36M added.
  • The largest New Mountain Finance seller in Q2 2022 was VanEck Associates, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2022.