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New Mountain Finance
NMFC

Overview Fund Activity

148 hedge funds and large institutions have $361M invested in New Mountain Finance in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 43 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-11
Holders Change %
-6.92%
% of All Funds
2.56%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
16
Increased
47
Reduced
43
Closed
25
Calls
$746K
Puts
$261K
Net Calls
+$485K
Net Calls Change
+$108K

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$2.13M
2
RTS
Round Table Services
New Jersey
$43.8M
3
HighTower Advisors
HighTower Advisors
Illinois
$27.4M
4
BlackRock
BlackRock
New York
$8.63M
5
LSV Asset Management
LSV Asset Management
Illinois
$25.3M

Top Sellers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
2
Two Sigma Advisers
Two Sigma Advisers
New York
$4.47M
3
Two Sigma Investments
Two Sigma Investments
New York
$3.71M
4
AIIMS
Analyst IMS Investment Management Services
Israel
$0
5
Millennium Management
Millennium Management
New York
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
126
Concourse Financial Group Securities
Alabama
$16K +$10.3K +900 +180%
HNB
127
Huntington National Bank
Ohio
$13K – – –
FHA
128
First Horizon Advisors
Tennessee
$12K – – –
BFEC
129
Benjamin F. Edwards & Company
Missouri
$12K +$11.2K +1,002 +1,336%
SIS
130
Sound Income Strategies
Florida
$9K – – –
IHWM
131
Iron Horse Wealth Management
Iowa
$8K – – –
HGERS
132
Householder Group Estate & Retirement Specialist
Arizona
$8K +$8K +733 New
TRCT
133
Tower Research Capital (TRC)
New York
$6K -$35.6K -2,933 -86%
MCC
134
Money Concepts Capital
Florida
$6K – – –
SPIA
135
Steward Partners Investment Advisory
New York
$5K – – –
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$3.46K -$34.6K -3,000 -91%
AF
137
Advisornet Financial
Minnesota
$3K – – –
PA
138
Parallel Advisors
California
$3K – – –
LWANC
139
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
HCP
140
Hexagon Capital Partners
Arkansas
$2K – – –
ZIG
141
Zullo Investment Group
Pennsylvania
$2K – – –
WFA
142
West Financial Advisors
Iowa
$1K +$20 +2 +2%
SSB
143
Sandy Spring Bank
Maryland
$1K +$24 +3 +2%
MPWT
144
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +118 New
Assenagon Asset Management
145
Assenagon Asset Management
Luxembourg
– -$1.89M -158,613 Closed
AIIMS
146
Analyst IMS Investment Management Services
Israel
– -$1.33M -111,225 Closed
Mackenzie Financial
147
Mackenzie Financial
Ontario, Canada
– -$713K -59,896 Closed
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
– -$592K -49,705 Closed
ECG
149
Edge Capital Group
Georgia
– -$357K -30,000 Closed
PAG
150
Private Advisor Group
New Jersey
– -$341K -28,586 Closed
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