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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.

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
1
Round Table Services
New Jersey
$43.2M
2
SPF
2
Steven Patrick Farmer
$4.8M
3
Millennium Management
3
Millennium Management
New York
$2.45M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$1.89M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$12.7M

Top Sellers

1
VanEck Associates
1
VanEck Associates
New York
$14.7M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$3.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$371K
5
AM
5
Ares Management
California
$3.39M
Name Market Value Shares Shares
Change 		Shares
Change %
RTS
1
Round Table Services
New Jersey
$43.2M 3,625,727 +649,641 +22%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$37M 3,104,859 +784 +0%
HighTower Advisors
3
HighTower Advisors
Illinois
$26.4M 2,214,564 +3,031 +0.1%
LSV Asset Management
4
LSV Asset Management
Illinois
$25M 2,096,798 -1,700 -0.1%
Morgan Stanley
5
Morgan Stanley
New York
$21.2M 1,780,508 +27,454 +2%
C
6
Cliffwater
California
$15.1M 1,266,047 +61,226 +5%
VanEck Associates
7
VanEck Associates
New York
$14.7M 1,231,293 -855,719 -41%
DCM
8
Dimension Capital Management
Florida
$14.4M 1,206,705 -39,310 -3%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$12.7M 1,069,198 +99,209 +10%
Invesco
10
Invesco
Georgia
$12M 1,006,232 +12,639 +1%
PCM
11
Palisade Capital Management
New Jersey
$9.61M 807,111 +79,208 +11%
BlackRock
12
BlackRock
New York
$7.28M 611,601 +82,041 +15%
Legal & General Group
13
Legal & General Group
United Kingdom
$7.07M 593,225 +60,394 +11%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$6.47M 543,100 +91,400 +20%
MC
15
Muzinich & Co
New York
$5.74M 481,763 -14,705 -3%
Two Sigma Investments
16
Two Sigma Investments
New York
$5.68M 476,700 +71,129 +18%
Sumitomo Mitsui Trust Group
17
Sumitomo Mitsui Trust Group
Japan
$5.6M 470,221 -14,705 -3%
CIM
18
Confluence Investment Management
Missouri
$4.8M 403,193 +1,326 +0.3%
SPF
19
Steven Patrick Farmer
$4.8M 403,193 +403,193 New
Wells Fargo
20
Wells Fargo
California
$4.61M 387,221 -43,405 -10%
ACM
21
Advisors Capital Management
New Jersey
$4.52M 379,647 +14,291 +4%
Bank of America
22
Bank of America
North Carolina
$4.22M 354,269 +20,835 +6%
BGIM
23
Brandywine Global Investment Management
Pennsylvania
$4.21M 353,674 +19,494 +6%
AAM
24
Advisors Asset Management
Colorado
$4.06M 340,462 -5,512 -2%
Osaic Holdings
25
Osaic Holdings
Arizona
$4M 335,805 +5,351 +2%
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