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New Mountain Finance
NMFC

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+12
Holders Change %
+9.68%
% of All Funds
2.41%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
26
Increased
43
Reduced
50
Closed
13
Calls
$1.33M
Puts
$540K
Net Calls
+$793K
Net Calls Change
-$25K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$19M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$7.67M
3
VanEck Associates
3
VanEck Associates
New York
$12.6M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.81M
5
UBS Group
5
UBS Group
Switzerland
$2.54M

Top Sellers

1
Invesco
1
Invesco
Georgia
$9.71M
2
RTS
2
Round Table Services
New Jersey
$28.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$178K
4
Morgan Stanley
4
Morgan Stanley
New York
$18.1M
5
MC
5
Muzinich & Co
New York
$7.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$2.54M +$1.38M +121,632 +119%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.43M +$93.2K +8,201 +4%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$2.37M -$36.1K -3,174 -1%
AAM
29
Advisors Asset Management
Colorado
$2.29M +$57.9K +5,095 +3%
Bank of America
30
Bank of America
North Carolina
$2.29M +$281K +24,685 +14%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$2.26M -$43.2K -3,800 -2%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$1.97M +$487K +42,900 +33%
MCM
33
McKinley Capital Management
Alaska
$1.89M -$139K -12,221 -7%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.73M +$465K +40,898 +37%
AWM
35
Altium Wealth Management
New York
$1.55M +$72.1K +6,344 +5%
SPC
36
Sigma Planning Corp
Michigan
$1.4M -$78.2K -6,886 -5%
AIMCA
37
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.38M – – –
LPL Financial
38
LPL Financial
California
$1.37M -$1.59M -139,879 -54%
AR
39
Advisory Research
Illinois
$1.23M -$653K -57,487 -35%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.15M -$55.2K -4,860 -5%
BI
41
Bramshill Investments
Florida
$1.15M +$1.15M +101,015 New
Macquarie Group
42
Macquarie Group
Australia
$1.08M +$266K +23,400 +33%
GIM
43
Guild Investment Management
California
$1.06M -$58K -5,100 -5%
WS
44
Wedbush Securities
California
$1.06M +$77.2K +6,800 +8%
Citadel Advisors
45
Citadel Advisors
Florida
$944K +$944K +83,114 New
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
$942K +$942K +82,884 New
Tudor Investment Corp
47
Tudor Investment Corp
Connecticut
$940K +$940K +82,783 New
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$925K +$256K +22,536 +38%
Geode Capital Management
49
Geode Capital Management
Massachusetts
$817K +$546K +48,062 +201%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$742K +$742K +65,281 New
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