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New Mountain Finance
NMFC

Overview Fund Activity

152 hedge funds and large institutions have $427M invested in New Mountain Finance in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+9
Holders Change %
+6.29%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
20
Increased
59
Reduced
39
Closed
10
Calls
–
Puts
$525K
Net Calls
-$525K
Net Calls Change
-$122K

Top Buyers

1
AA
1
ALPS Advisors
Colorado
$3.95M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$21.1M
3
PI
3
Putnam Investments
Massachusetts
$2.74M
4
GIM
4
Guild Investment Management
California
$2.21M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$4.39M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$56.9M
2
WFI
2
West Family Investments
California
$1.84M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$29.5M
4
MC
4
Muzinich & Co
New York
$10.9M
5
UBS Group
5
UBS Group
Switzerland
$9.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
26
Polar Capital
United Kingdom
$3.98M -$218K -16,000 -5%
AA
27
ALPS Advisors
Colorado
$3.95M +$3.69M +271,100 +1,465%
WJWM
28
Williams Jones Wealth Management
New York
$3.77M +$3.77M +276,525 New
AAM
29
Advisors Asset Management
Colorado
$3.35M -$208K -15,274 -6%
POIA
30
Pin Oak Investment Advisors
Texas
$3.32M +$92.1K +6,755 +3%
Ameriprise
31
Ameriprise
Minnesota
$3.27M +$440K +32,252 +16%
KCM
32
Kennedy Capital Management
Missouri
$3.21M +$755K +55,366 +31%
CIC
33
Chilton Investment Company
Connecticut
$3.17M +$1.67M +122,200 +111%
MCM
34
McKinley Capital Management
Alaska
$3.06M -$407K -29,840 -12%
AR
35
Advisory Research
Illinois
$3.03M -$35.7K -2,618 -1%
AG
36
Advisor Group
Arizona
$2.75M +$351K +25,764 +15%
PI
37
Putnam Investments
Massachusetts
$2.74M +$2.74M +200,785 New
LPL Financial
38
LPL Financial
California
$2.62M +$1.72M +126,433 +191%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$2.48M -$467K -34,233 -16%
Invesco
40
Invesco
Georgia
$2.37M +$317K +23,284 +15%
GIM
41
Guild Investment Management
California
$2.21M +$2.21M +162,130 New
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$2.11M -$106K -7,770 -5%
Deutsche Bank
43
Deutsche Bank
Germany
$2.03M -$25.9K -1,900 -1%
HighTower Advisors
44
HighTower Advisors
Illinois
$1.87M +$1.2M +88,223 +180%
WFI
45
West Family Investments
California
$1.84M -$1.92M -140,871 -51%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$1.75M +$1.44M +105,700 +466%
Goldman Sachs
47
Goldman Sachs
New York
$1.69M +$900K +66,055 +114%
AIMCA
48
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.66M – – –
Skandinaviska Enskilda Banken (SEB)
49
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.66M – – –
Bank of America
50
Bank of America
North Carolina
$1.57M +$493K +36,198 +46%
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