New Mountain Finance
NMFC
136 hedge funds and large institutions have $375M invested in New Mountain Finance in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 13 closing their positions.
147% more call options, than puts
Call options by funds: $1.33M | Put options by funds: $540K
100% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 13
17% more capital invested
Capital invested by funds: $320M → $375M (+$55.3M)
10% more funds holding
Funds holding: 124 → 136 (+12)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.46% less ownership
Funds ownership: 34.53% → 34.07% (-0.46%)
14% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$4.48M |
| 2 |
Neuberger Berman Group
New York
|
+$2.44M |
| 3 |
VanEck Associates
New York
|
+$1.8M |
| 4 |
Two Sigma Investments
New York
|
+$1.77M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$2.36M |
| 2 |
RTS
Round Table Services
Westfield,
New Jersey
|
-$1.94M |
| 3 |
Goldman Sachs
New York
|
-$1.87M |
| 4 |
Morgan Stanley
New York
|
-$1.82M |
| 5 |
MC
Muzinich & Co
New York
|
-$1.59M |
NMFC Hedge Fund Activity: Q4 2020 in Review
136 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in New Mountain Finance (NMFC) for Q4 2020, worth a combined $375M — up 17% from $320M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new NMFC positions and 13 closed out — a net gain of 13 holders — while 43 added to existing stakes and 50 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $4.48M. The largest seller was Invesco, cutting an estimated $2.36M.
- 136 institutional investors held New Mountain Finance (NMFC) as of Q4 2020, up from 124 in Q3 2020.
- Funds reported $375M of New Mountain Finance stock for Q4 2020, up 17% quarter-over-quarter.
- 26 funds opened new New Mountain Finance positions in Q4 2020 and 13 closed out, a net change of +13 holders.
- The largest New Mountain Finance buyer in Q4 2020 was JP Morgan Chase, an estimated $4.48M added.
- The largest New Mountain Finance seller in Q4 2020 was Invesco, an estimated $2.36M sold.
Based on aggregated 13F filings for Q4 2020.