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New Mountain Finance
NMFC

Overview Fund Activity

124 hedge funds and large institutions have $320M invested in New Mountain Finance in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-12
Holders Change %
-8.82%
% of All Funds
2.51%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
10
Increased
45
Reduced
46
Closed
22
Calls
$1.67M
Puts
$852K
Net Calls
+$818K
Net Calls Change
+$342K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.8M
2
C
2
Cliffwater
California
$15.9M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$12.3M
4
Invesco
4
Invesco
Georgia
$10.3M
5
Wells Fargo
5
Wells Fargo
California
$34.2M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$241K
2
WFI
2
West Family Investments
California
$0
3
WJWM
3
Williams Jones Wealth Management
New York
$445K
4
KCM
4
Kennedy Capital Management
Missouri
$331K
5
DCM
5
Dimension Capital Management
Florida
$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$2.03M +$45K +4,703 +2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.96M +$57.3K +5,989 +3%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$1.94M +$59.3K +6,200 +3%
AAM
29
Advisors Asset Management
Colorado
$1.88M -$99.1K -10,368 -5%
Goldman Sachs
30
Goldman Sachs
New York
$1.81M +$217K +22,697 +14%
MCM
31
McKinley Capital Management
Alaska
$1.71M +$17.3K +1,812 +1%
Bank of America
32
Bank of America
North Carolina
$1.69M +$258K +26,953 +18%
Two Sigma Investments
33
Two Sigma Investments
New York
$1.63M +$156K +16,309 +11%
AR
34
Advisory Research
Illinois
$1.59M -$316K -33,088 -17%
AA
35
ALPS Advisors
Colorado
$1.43M -$284K -29,700 -17%
WG
36
Winton Group
United Kingdom
$1.36M -$448K -46,904 -25%
Ameriprise
37
Ameriprise
Minnesota
$1.27M -$48.4K -5,059 -4%
SPC
38
Sigma Planning Corp
Michigan
$1.25M +$8.94K +935 +0.7%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$1.24M -$493K -51,600 -28%
AWM
40
Altium Wealth Management
New York
$1.24M +$132K +13,807 +12%
AIMCA
41
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.16M – – –
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.07M -$11.3K -1,178 -1%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$1.01M -$50.9K -5,325 -5%
UBS Group
44
UBS Group
Switzerland
$975K +$66.2K +6,924 +7%
GIM
45
Guild Investment Management
California
$941K -$18.5K -1,940 -2%
AWS
46
AJ Wealth Strategies
New York
$882K +$2.59K +271 +0.3%
WS
47
Wedbush Securities
California
$826K +$178K +18,610 +27%
Macquarie Group
48
Macquarie Group
Australia
$687K – – –
RCM
49
Radcliffe Capital Management
Pennsylvania
$649K -$211K -22,100 -25%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$563K +$6.35K +664 +1%
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