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New Mountain Finance
NMFC

Overview Fund Activity

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
Holders
159
Holders Change
+10
Holders Change %
+6.71%
% of All Funds
2.69%
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

Top Buyers

1
RTS
Round Table Services
New Jersey
$43.2M
2
Millennium Management
Millennium Management
New York
$2.45M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$1.89M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$12.7M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$6.47M

Top Sellers

1
VanEck Associates
VanEck Associates
New York
$14.7M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$3.9M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$371K
5
AM
Ares Management
California
$3.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
126
State of Wyoming
Wyoming
$34K +$34K +2,876 New
HI
127
Harbour Investments
Wisconsin
$28K +$28K +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 +$20K +1,760 New
APA
131
American Portfolios Advisors
New York
$18.5K – – –
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$18K +$4.72K +397 +36%
TIM
133
Tortoise Investment Management
New York
$17K – – –
IA
134
IFP Advisors
Florida
$17K – – –
HNB
135
Huntington National Bank
Ohio
$13K – – –
Nomura Asset Management
136
Nomura Asset Management
Japan
$12.8K +$12.8K +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 -$11.7K -942 -63%
CFGS
142
Concourse Financial Group Securities
Alabama
$6K -$14.1K -1,171 -70%
SPIA
143
Steward Partners Investment Advisory
New York
$5K – – –
LWANC
144
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K -$2K -150 -33%
PA
145
Parallel Advisors
California
$4K – – –
PA
146
PSI Advisors
Florida
$4K – – –
Citigroup
147
Citigroup
New York
$4K +$3.94K +320 +6,400%
AF
148
Advisornet Financial
Minnesota
$3K -$12.5K -1,100 -81%
MFT
149
Moisand Fitzgerald Tamayo
Florida
$2K -$2K -135 -50%
GLLW
150
Graves Light Lenhart Wealth
Virginia
$2K – – –
3 4 5
6
7