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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.

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

Top Sellers

1
CIC
1
Chilton Investment Company
Connecticut
$1.17M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$13.4M
3
AM
3
Ares Management
California
$4.7M
4
Invesco
4
Invesco
Georgia
$13.8M
5
BlackRock
5
BlackRock
New York
$7.33M
Name Market Value Shares Shares
Change 		Shares
Change %
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$43M 3,104,075 +1,098 +0%
RTS
2
Round Table Services
New Jersey
$41.2M 2,976,086 +209,532 +8%
HighTower Advisors
3
HighTower Advisors
Illinois
$30.6M 2,211,533 +25,378 +1%
LSV Asset Management
4
LSV Asset Management
Illinois
$29.1M 2,098,498 +43,500 +2%
VanEck Associates
5
VanEck Associates
New York
$28.9M 2,087,012 +654,394 +46%
Morgan Stanley
6
Morgan Stanley
New York
$24.3M 1,753,054 +103,023 +6%
DCM
7
Dimension Capital Management
Florida
$17.3M 1,246,015 +5,716 +0.5%
C
8
Cliffwater
California
$16.7M 1,204,821 +129,653 +12%
Invesco
9
Invesco
Georgia
$13.8M 993,593 -143,074 -13%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$13.4M 969,989 -160,511 -14%
PCM
11
Palisade Capital Management
New Jersey
$10.1M 727,903 -60,431 -8%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$8.72M 629,699 +13,098 +2%
Legal & General Group
13
Legal & General Group
United Kingdom
$7.39M 532,831 -27,452 -5%
BlackRock
14
BlackRock
New York
$7.33M 529,560 -109,422 -17%
Sumitomo Mitsui Trust Group
15
Sumitomo Mitsui Trust Group
Japan
$6.72M 484,926 +33,553 +7%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$6.26M 451,700 +66,500 +17%
Wells Fargo
17
Wells Fargo
California
$5.96M 430,626 -4,275 -1%
Two Sigma Investments
18
Two Sigma Investments
New York
$5.62M 405,571 +85,608 +27%
CIM
19
Confluence Investment Management
Missouri
$5.57M 401,867 +317 +0.1%
ACM
20
Advisors Capital Management
New Jersey
$5.06M 365,356 +21,959 +6%
AAM
21
Advisors Asset Management
Colorado
$4.79M 345,974 +13,592 +4%
AM
22
Ares Management
California
$4.7M 339,239 -150,056 -31%
BGIM
23
Brandywine Global Investment Management
Pennsylvania
$4.63M 334,180 +334,180 New
Bank of America
24
Bank of America
North Carolina
$4.62M 333,434 +30,495 +10%
Osaic Holdings
25
Osaic Holdings
Arizona
$4.48M 330,454 +4,893 +2%
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