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New Mountain Finance
NMFC

Overview Fund Activity

138 hedge funds and large institutions have $386M invested in New Mountain Finance in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+11
Holders Change %
+8.66%
% of All Funds
2.99%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
22
Increased
52
Reduced
36
Closed
11
Calls
$221K
Puts
$712K
Net Calls
-$491K
Net Calls Change
-$696K

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$15.5M
2
Wells Fargo
2
Wells Fargo
California
$79.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.2M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$31.5M
5
DCM
5
Dimension Capital Management
Florida
$14.9M

Top Sellers

1
AM
1
Ares Management
California
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
C
3
Cliffwater
California
$8.5M
4
SCM
4
Shelton Capital Management
Colorado
$26.8K
5
PGH
5
Partners Group Holding
Switzerland
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aberdeen Group
51
Aberdeen Group
United Kingdom
$971K +$122K +9,000 +14%
Bank of America
52
Bank of America
North Carolina
$935K +$283K +20,861 +43%
EIP
53
Epoch Investment Partners
New York
$871K – – –
Goldman Sachs
54
Goldman Sachs
New York
$790K -$163K -11,987 -17%
SMH
55
Sanders Morris Harris
Texas
$761K -$33.9K -2,500 -4%
WS
56
Wedbush Securities
California
$749K +$256K +18,905 +52%
LPL Financial
57
LPL Financial
California
$714K +$317K +23,344 +80%
RIL
58
Rothschild Investment LLC
Illinois
$706K +$27.1K +2,000 +4%
PP
59
PDT Partners
New York
$703K +$165K +12,146 +31%
HighTower Advisors
60
HighTower Advisors
Illinois
$680K +$89.2K +6,582 +15%
PPA
61
Parametric Portfolio Associates
Washington
$507K -$41.7K -3,073 -8%
RIG
62
Roosevelt Investment Group
New York
$467K – – –
Northern Trust
63
Northern Trust
Illinois
$458K +$15.3K +1,126 +3%
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$446K -$2.69K -198 -0.6%
PA
65
Perennial Advisors
New York
$421K – – –
BRWM
66
B. Riley Wealth Management
Tennessee
$418K – – –
Creative Planning
67
Creative Planning
Kansas
$412K +$32.8K +2,415 +9%
CIC
68
Cornercap Investment Counsel
Georgia
$410K +$410K +30,230 New
PAWC
69
P.A.W. Capital
Connecticut
$407K -$136K -10,000 -25%
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$390K – – –
EGA
71
Eagle Global Advisors
Texas
$371K +$371K +27,310 New
TC
72
Telemus Capital
Michigan
$353K – – –
Stifel Financial
73
Stifel Financial
Missouri
$339K +$91.7K +6,627 +37%
Mirae Asset Global Investments
74
Mirae Asset Global Investments
South Korea
$335K +$49.7K +3,668 +17%
BA
75
Bard Associates
Illinois
$324K – – –
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3
4 5