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New Mountain Finance
NMFC

Overview Fund Activity

124 hedge funds and large institutions have $403M invested in New Mountain Finance in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 35 reducing their positions, and 21 closing their positions.

Holders
124
Holders Change
-7
Holders Change %
-5.34%
% of All Funds
2.18%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
15
Increased
45
Reduced
35
Closed
21
Calls
$764K
Puts
$172K
Net Calls
+$592K
Net Calls Change
+$128K

Top Buyers

1
AM
1
Ares Management
California
$8.11M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$5.03M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$27.3M
4
VFA
4
Valeo Financial Advisors
Indiana
$975K
5
RTS
5
Round Table Services
New Jersey
$35.1M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
POIA
2
Pin Oak Investment Advisors
Texas
$0
3
DCM
3
Dimension Capital Management
Florida
$19.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$15M
5
VanEck Associates
5
VanEck Associates
New York
$17.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$47.2M 3,545,604 +1,515 +0%
RTS
2
Round Table Services
New Jersey
$35.1M 2,634,108 +60,595 +2%
HighTower Advisors
3
HighTower Advisors
Illinois
$27.3M 2,048,341 +129,128 +7%
LSV Asset Management
4
LSV Asset Management
Illinois
$27.2M 2,045,298 -37,000 -2%
Morgan Stanley
5
Morgan Stanley
New York
$21.2M 1,595,857 +15,659 +1%
DCM
6
Dimension Capital Management
Florida
$19.6M 1,476,272 -161,688 -10%
VanEck Associates
7
VanEck Associates
New York
$17.7M 1,329,266 -80,067 -6%
Invesco
8
Invesco
Georgia
$17.5M 1,316,901 -54,442 -4%
C
9
Cliffwater
California
$15.9M 1,195,283 +15,930 +1%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$15M 1,124,105 -109,800 -9%
PCM
11
Palisade Capital Management
New Jersey
$11.1M 833,878 -8,505 -1%
AM
12
Ares Management
California
$8.11M 609,420 +260,084 +74%
ACM
13
Advisors Capital Management
New Jersey
$8.06M 605,809 -9,056 -1%
BlackRock
14
BlackRock
New York
$7.82M 587,595 +58,946 +11%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$7.73M 580,741 -4,554 -0.8%
Legal & General Group
16
Legal & General Group
United Kingdom
$7.69M 577,233 -40,663 -7%
MC
17
Muzinich & Co
New York
$6.46M 485,242 -42,905 -8%
Sumitomo Mitsui Trust Group
18
Sumitomo Mitsui Trust Group
Japan
$6.31M 473,700 -42,905 -8%
CIM
19
Confluence Investment Management
Missouri
$6.19M 465,236 +1,622 +0.3%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$5.92M 445,100 -22,100 -5%
Two Sigma Investments
21
Two Sigma Investments
New York
$5.03M 378,121 +189,566 +101%
CIC
22
Chilton Investment Company
Connecticut
$4.57M 343,392 – –
Osaic Holdings
23
Osaic Holdings
Arizona
$4.23M 317,788 -16,672 -5%
AAM
24
Advisors Asset Management
Colorado
$4.13M 310,290 +49,166 +19%
UBS Group
25
UBS Group
Switzerland
$3.93M 295,212 +37,813 +15%
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