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New Mountain Finance
NMFC

Overview Fund Activity

138 hedge funds and large institutions have $386M invested in New Mountain Finance in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+11
Holders Change %
+8.66%
% of All Funds
2.99%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
22
Increased
52
Reduced
36
Closed
11
Calls
$221K
Puts
$712K
Net Calls
-$491K
Net Calls Change
-$696K

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$15.5M
2
Wells Fargo
2
Wells Fargo
California
$79.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.2M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$31.5M
5
DCM
5
Dimension Capital Management
Florida
$14.9M

Top Sellers

1
AM
1
Ares Management
California
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
C
3
Cliffwater
California
$8.5M
4
SCM
4
Shelton Capital Management
Colorado
$26.8K
5
PGH
5
Partners Group Holding
Switzerland
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
26
McKinley Capital Management
Alaska
$3.32M +$35K +2,576 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
27
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.21M +$3.21M +236,600 New
POIA
28
Pin Oak Investment Advisors
Texas
$3.21M -$155K -11,413 -5%
AR
29
Advisory Research
Illinois
$3.12M +$219K +16,155 +8%
SMDAM
30
Sumitomo Mitsui DS Asset Management
Japan
$2.86M +$188K +13,842 +7%
Invesco
31
Invesco
Georgia
$2.55M +$922K +67,913 +56%
KCM
32
Kennedy Capital Management
Missouri
$2.52M -$113K -8,300 -4%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$2.36M -$33.9K -2,501 -1%
Two Sigma Investments
34
Two Sigma Investments
New York
$2.31M +$1.21M +88,977 +110%
Ameriprise
35
Ameriprise
Minnesota
$2.13M +$840K +61,909 +65%
AG
36
Advisor Group
Arizona
$2.08M +$185K +13,612 +10%
Deutsche Bank
37
Deutsche Bank
Germany
$2.04M +$1.52M +111,935 +293%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$2M +$547K +40,345 +38%
ECA
39
Elevated Capital Advisors
Utah
$1.82M +$1.82M +251,321 New
AIMCA
40
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.65M – – –
AG
41
AlphaSimPlex Group
Massachusetts
$1.58M +$1.58M +116,409 New
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
$1.37M +$1.37M +100,801 New
SPC
43
Sigma Planning Corp
Michigan
$1.29M +$33.1K +2,438 +3%
BCM
44
Beck Capital Management
Texas
$1.26M +$92.4K +6,804 +8%
MCM
45
Monument Capital Management
Virginia
$1.21M -$40.3K -2,974 -3%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$1.21M +$977K +71,967 +420%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.15M +$194K +14,268 +20%
AWM
48
Altium Wealth Management
New York
$1.1M – – –
RJA
49
Raymond James & Associates
Florida
$1M +$121K +8,906 +14%
Macquarie Group
50
Macquarie Group
Australia
$976K -$12.2K -900 -1%
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