New Mountain Finance Corporation (NMFC) Ownership

13.02 ↑0.04 (0.31%)
As of January 27, 2023, 3:56pm EST.

Institutional Ownership

ROUND TABLE SERVICES, LLC is the biggest individual institutional holder of New Mountain Finance Corporation (NMFC), owning a total of 3.8 million shares. Combined, the top 23 institutional holders of NMFC own 25.10% of the company with a total of 25.3 million shares.

In the latest ownership report on December 31st 2022, the top 23 institutional holders decreased their combined ownership of NMFC by 519 shares. None of the institutional holders bought any additional shares. However 1 institutions sold 519 total shares and decreased their ownership by an average of 0.13%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of New Mountain Finance Corporation decreased by a net total of -519 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Confluence Investment Management LLC0.397%-0.129%400,776-5192022-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
ROUND TABLE SERVICES, LLC3.762%4.717%3,796,759171,0322022-09-30
Allspring Global Investments Holdings, LLC3.085%0.305%3,114,3199,4602022-09-30
HighTower Advisors, LLC2.350%7.096%2,371,703157,1392022-09-30
LSV Asset Management2.177%4.799%2,197,426100,6282022-09-30
Morgan Stanley - Brokerage Accounts1.763%-0.084%1,779,019-1,4892022-09-30
Cliffwater LLC1.354%7.925%1,366,385100,3382022-09-30
Dimension Capital Management LLC1.166%-2.505%1,176,475-30,2302022-09-30
Van Eck Associates Corporation1.135%-6.973%1,145,434-85,8592022-09-30
JPMorgan Chase & Co1.114%5.129%1,124,03654,8382022-09-30
Amvescap Plc.0.926%-7.104%934,746-71,4862022-09-30
Palisade Capital Management LLc0.843%5.460%851,17844,0672022-09-30
BlackRock Inc0.741%22.337%748,217136,6162022-09-30
Legal & General Group PLC0.636%8.193%641,82748,6022022-09-30
Two Sigma Investments LLC0.472%17.538%476,70071,1292022-06-30
Brandywine Global Investment Mgmt LLC0.441%25.978%445,55391,8792022-09-30
Bank of America Corp0.408%16.223%411,74357,4742022-09-30
Farmer Steven Patrick0.400%0.000%403,193403,1932022-06-30
Muzinich & Co Inc0.398%-16.525%402,154-79,6092022-09-30
Confluence Investment Management LLC0.397%-0.129%400,776-5192022-12-31
Sumitomo Mitsui Trust Holdings Inc0.387%-16.930%390,612-79,6092022-09-30
Two Sigma Advisers, LLC0.384%-28.558%388,000-155,1002022-09-30
Wells Fargo & Co0.384%-10.080%387,221-43,4052022-06-30
Advisors Capital Management, LLC0.376%3.912%379,64714,2912022-06-30

Mutual Fund Ownership

Allspring Special Small Cap Value A is the biggest individual fund holder of New Mountain Finance Corporation (NMFC), owning a total of 2.5 million shares. Combined, the top 21 mutual fund holders of NMFC own 9.08% of the company with a total of 9.2 million shares.

In the latest ownership report on December 31st 2022, the top 21 fund holders increased their combined ownership of NMFC by 39 thousand shares. 2 funds bought 38,605 total additional shares and increased their ownership by an average of 10.57%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding New Mountain Finance Corporation increased by a net total of 38,605 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Columbus Macro Alternative High-Yield0.220%20.239%222,32137,4212022-12-31
LSV Global Managed Volatility0.167%0.000%168,30002022-12-31
Mercer US Small/Mid Cap Equity Y30.153%0.000%154,40002022-12-31
SEI GMF Global Mgd Vol H GBP Wlth A Inc0.131%0.905%132,0881,1842022-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Allspring Special Small Cap Value A2.492%0.000%2,515,55002022-11-30
VanEck BDC Income ETF1.228%0.480%1,239,2205,9152022-12-30
Laffer Tengler Convertible Strategy1.174%0.000%1,185,0001,185,0002022-06-30
Invesco KBW High Dividend Yld Fincl ETF0.805%-0.344%812,997-2,8082022-11-30
iShares Listed Private Eq ETF USD Dist0.752%0.873%758,5916,5672022-12-30
First Trust Specialty Finance0.325%0.000%328,00002022-08-31
Advisors Capital Income w/Growth0.263%-1.751%265,698-4,7362022-09-30
Brighthouse Small Cap Value A0.253%0.000%255,65402022-09-30
McKinley Capital Business Development Co0.236%26.557%238,60550,0702022-09-30
Columbus Macro Alternative High-Yield0.220%20.239%222,32137,4212022-12-31
Undrly L&G Pen PMC Diversified0.173%-4.464%174,587-8,1572022-11-30
LSV Global Managed Volatility0.167%0.000%168,30002022-12-31
Mercer US Small/Mid Cap Equity Y30.153%0.000%154,40002022-12-31
LSV Small Cap Value Institutional0.132%0.000%132,80002022-09-30
SEI GMF Global Mgd Vol H GBP Wlth A Inc0.131%0.905%132,0881,1842022-12-31
VALIC Company I Small Cap Special Val0.105%0.000%106,24402022-11-30
Allspring Special US Small Cap Value Eq0.105%0.000%106,24402022-09-30
Unifond Europa Dividendos A FI0.101%0.000%102,16002022-11-30
Invesco Global Listed Private Equity ETF0.095%0.000%95,72602022-12-29
Optimum Small-Mid Cap Value Instl0.094%0.000%95,30002022-11-30
LoCorr Spectrum Income I0.074%0.000%74,30202022-09-30

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rikishiiiii

$NMFC you wanna be a successful trader close your trades green

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