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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.

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

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$0
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$4.47M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$3.71M
4
AIIMS
4
Analyst IMS Investment Management Services
Israel
$0
5
Millennium Management
5
Millennium Management
New York
$1.2M
Name Market Value Shares Shares
Change 		Shares
Change %
RTS
1
Round Table Services
New Jersey
$43.8M 3,796,759 +171,032 +5%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$35.9M 3,114,319 +9,460 +0.3%
HighTower Advisors
3
HighTower Advisors
Illinois
$27.4M 2,371,703 +157,139 +7%
LSV Asset Management
4
LSV Asset Management
Illinois
$25.3M 2,197,426 +100,628 +5%
Morgan Stanley
5
Morgan Stanley
New York
$20.5M 1,779,019 -1,489 -0.1%
C
6
Cliffwater
California
$15.8M 1,366,385 +100,338 +8%
DCM
7
Dimension Capital Management
Florida
$13.6M 1,176,475 -30,230 -3%
VanEck Associates
8
VanEck Associates
New York
$13.2M 1,145,434 -85,859 -7%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$13M 1,124,036 +54,838 +5%
Invesco
10
Invesco
Georgia
$10.8M 934,746 -71,486 -7%
PCM
11
Palisade Capital Management
New Jersey
$9.81M 851,178 +44,067 +5%
BlackRock
12
BlackRock
New York
$8.63M 748,217 +136,616 +22%
Legal & General Group
13
Legal & General Group
United Kingdom
$7.4M 641,827 +48,602 +8%
BGIM
14
Brandywine Global Investment Management
Pennsylvania
$5.14M 445,553 +91,879 +26%
Bank of America
15
Bank of America
North Carolina
$4.75M 411,743 +57,474 +16%
MC
16
Muzinich & Co
New York
$4.63M 402,154 -79,609 -17%
CIM
17
Confluence Investment Management
Missouri
$4.63M 401,295 -1,898 -0.5%
Sumitomo Mitsui Trust Group
18
Sumitomo Mitsui Trust Group
Japan
$4.5M 390,612 -79,609 -17%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$4.47M 388,000 -155,100 -29%
Wells Fargo
20
Wells Fargo
California
$4.43M 384,469 -2,752 -0.7%
ACM
21
Advisors Capital Management
New Jersey
$4.37M 347,954 -31,693 -8%
UBS Group
22
UBS Group
Switzerland
$4.21M 365,270 +30,201 +9%
AAM
23
Advisors Asset Management
Colorado
$4.15M 359,795 +19,333 +6%
Osaic Holdings
24
Osaic Holdings
Arizona
$3.91M 338,947 +3,142 +0.9%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$3.82M 331,658 +4,050 +1%
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