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New Mountain Finance
NMFC

Overview Fund Activity

127 hedge funds and large institutions have $342M invested in New Mountain Finance in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 21 closing their positions.

Holders
127
Holders Change
-6
Holders Change %
-4.51%
% of All Funds
2.83%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
16
Increased
44
Reduced
43
Closed
21
Calls
$239K
Puts
$34K
Net Calls
+$205K
Net Calls Change
+$239K

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$26M
2
C
2
Cliffwater
California
$9.71M
3
DCM
3
Dimension Capital Management
Florida
$10.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.34M
5
BCM
5
Beck Capital Management
Texas
$1.08M

Top Sellers

1
RTS
1
Round Table Services
New Jersey
$18.4M
2
UBS Group
2
UBS Group
Switzerland
$6.53M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$1.98M
4
GC
4
Guggenheim Capital
Illinois
$4.98M
5
PGH
5
Partners Group Holding
Switzerland
$12.3M
Name Market Value Shares Shares
Change 		Shares
Change %
EIP
51
Epoch Investment Partners
New York
$808K 64,222 -4,789 -7%
Aberdeen Group
52
Aberdeen Group
United Kingdom
$791K 62,500 – –
BI
53
Bramshill Investments
Florida
$763K 60,500 +641 +1%
SMH
54
Sanders Morris Harris
Texas
$737K 58,575 – –
OC
55
Oppenheimer & Co
New York
$667K 53,027 -103 -0.2%
PI
56
PineBridge Investments
New York
$640K 50,900 +3,160 +7%
RIL
57
Rothschild Investment LLC
Illinois
$630K 50,044 +16,500 +49%
Bank of America
58
Bank of America
North Carolina
$603K 48,035 -422 -0.9%
HighTower Advisors
59
HighTower Advisors
Illinois
$550K 43,619 +18,628 +75%
AIM
60
Assured Investment Management
New York
$511K 40,639 -35,207 -46%
PPA
61
Parametric Portfolio Associates
Washington
$509K 40,467 +40,467 New
PAWC
62
P.A.W. Capital
Connecticut
$503K 40,000 -40,000 -50%
PP
63
PDT Partners
New York
$499K 39,658 +24,939 +169%
Deutsche Bank
64
Deutsche Bank
Germany
$480K 38,225 +6,004 +19%
WS
65
Wedbush Securities
California
$457K 36,325 +7,675 +27%
RIG
66
Roosevelt Investment Group
New York
$433K 34,391 +34,391 New
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$416K 33,029 -581 -2%
Northern Trust
68
Northern Trust
Illinois
$410K 32,627 -667 -2%
PA
69
Perennial Advisors
New York
$391K 31,060 -8,292 -21%
BRWM
70
B. Riley Wealth Management
Tennessee
$387K 30,786 +30,786 New
LPL Financial
71
LPL Financial
California
$368K 29,291 +3,326 +13%
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$362K 28,751 – –
Creative Planning
73
Creative Planning
Kansas
$351K 27,917 -2,756 -9%
SCM
74
Shelton Capital Management
Colorado
$337K 26,800 – –
TC
75
Telemus Capital
Michigan
$327K 26,000 – –
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