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New Mountain Finance
NMFC

Overview Fund Activity

136 hedge funds and large institutions have $306M invested in New Mountain Finance in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-18
Holders Change %
-11.69%
% of All Funds
2.8%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
13
Increased
47
Reduced
47
Closed
30
Calls
$820K
Puts
$344K
Net Calls
+$476K
Net Calls Change
-$71K

Top Buyers

1
RTS
1
Round Table Services
New Jersey
$25.3M
2
C
2
Cliffwater
California
$12.7M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$9.71M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$14.2M
5
WG
5
Winton Group
United Kingdom
$1.76M

Top Sellers

1
PGH
1
Partners Group Holding
Switzerland
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$361K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$12M
4
Deutsche Bank
4
Deutsche Bank
Germany
$10K
5
PCM
5
Palisade Capital Management
New Jersey
$7.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$2.11M -$232K -25,011 -10%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.93M -$1.03M -111,199 -35%
AAM
28
Advisors Asset Management
Colorado
$1.92M -$187K -20,115 -9%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.85M +$6.69K +720 +0.4%
AR
30
Advisory Research
Illinois
$1.85M -$26.3K -2,829 -1%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$1.83M +$136K +14,600 +8%
WG
32
Winton Group
United Kingdom
$1.76M +$1.76M +189,475 New
Two Sigma Advisers
33
Two Sigma Advisers
New York
$1.69M +$132K +14,200 +8%
AA
34
ALPS Advisors
Colorado
$1.66M +$186K +20,000 +13%
MCM
35
McKinley Capital Management
Alaska
$1.64M -$444K -47,754 -21%
Goldman Sachs
36
Goldman Sachs
New York
$1.55M +$151K +16,297 +11%
WFI
37
West Family Investments
California
$1.55M +$1.55M +112,968 New
WJWM
38
Williams Jones Wealth Management
New York
$1.52M -$178K -19,200 -11%
Two Sigma Investments
39
Two Sigma Investments
New York
$1.43M +$442K +47,563 +45%
Bank of America
40
Bank of America
North Carolina
$1.39M +$258K +27,794 +23%
Ameriprise
41
Ameriprise
Minnesota
$1.28M +$169K +18,191 +15%
SPC
42
Sigma Planning Corp
Michigan
$1.2M +$254K +27,401 +27%
AIMCA
43
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.13M – – –
AWM
44
Altium Wealth Management
New York
$1.08M +$92.9K +10,000 +9%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$1.05M -$113K -12,139 -10%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$1.04M -$289K -31,067 -22%
GIM
47
Guild Investment Management
California
$933K -$501K -53,890 -35%
KCM
48
Kennedy Capital Management
Missouri
$902K -$106K -11,422 -11%
UBS Group
49
UBS Group
Switzerland
$884K +$539K +57,961 +156%
AWS
50
AJ Wealth Strategies
New York
$854K +$442K +47,536 +107%
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