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New Mountain Finance
NMFC

Overview Fund Activity

165 hedge funds and large institutions have $492M invested in New Mountain Finance in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 30 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+13
Holders Change %
+8.55%
% of All Funds
3.26%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
34
Increased
65
Reduced
30
Closed
21
Calls
$597K
Puts
$82K
Net Calls
+$515K
Net Calls Change
+$1.04M

Top Buyers

1
Invesco
1
Invesco
Georgia
$11.9M
2
DCM
2
Dimension Capital Management
Florida
$30.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$27.1M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$21.5M
5
Millennium Management
5
Millennium Management
New York
$10.1M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$52.8M
2
PI
2
Putnam Investments
Massachusetts
$0
3
PC
3
Polar Capital
United Kingdom
$1.52M
4
KCM
4
Kennedy Capital Management
Missouri
$1.62M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$4.35M -$134K -9,738 -3%
WJWM
27
Williams Jones Wealth Management
New York
$3.9M +$103K +7,500 +3%
AA
28
ALPS Advisors
Colorado
$3.66M -$323K -23,500 -8%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$3.33M +$2.45M +178,484 +278%
POIA
30
Pin Oak Investment Advisors
Texas
$3.26M -$81.4K -5,925 -2%
AAM
31
Advisors Asset Management
Colorado
$3.26M -$110K -8,011 -3%
Ameriprise
32
Ameriprise
Minnesota
$3.26M -$38.2K -2,777 -1%
CIC
33
Chilton Investment Company
Connecticut
$3.19M – – –
HighTower Advisors
34
HighTower Advisors
Illinois
$3.12M +$1.24M +90,086 +66%
MCM
35
McKinley Capital Management
Alaska
$3.08M -$5.43K -395 -0.2%
LPL Financial
36
LPL Financial
California
$2.98M +$331K +24,056 +12%
AR
37
Advisory Research
Illinois
$2.91M -$149K -10,878 -5%
AG
38
Advisor Group
Arizona
$2.91M +$137K +9,942 +5%
Two Sigma Investments
39
Two Sigma Investments
New York
$2.86M -$1.56M -113,898 -35%
Public Sector Pension Investment Board (PSP Investments)
40
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.46M +$2.46M +179,100 New
Two Sigma Advisers
41
Two Sigma Advisers
New York
$2.24M +$734K +53,400 +49%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$2.12M +$355K +25,800 +20%
GIM
43
Guild Investment Management
California
$2.11M -$115K -8,400 -5%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$2.08M -$422K -30,722 -17%
Deutsche Bank
45
Deutsche Bank
Germany
$2.05M +$1.94K +141 +0.1%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$2.03M -$93.1K -6,774 -4%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$1.98M +$728K +53,010 +58%
Citadel Advisors
48
Citadel Advisors
Florida
$1.9M +$1.03M +74,693 +117%
Marshall Wace
49
Marshall Wace
United Kingdom
$1.88M +$1.88M +136,572 New
Rafferty Asset Management
50
Rafferty Asset Management
New York
$1.87M +$1.87M +136,099 New
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