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New Mountain Finance
NMFC

Overview Fund Activity

143 hedge funds and large institutions have $423M invested in New Mountain Finance in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+5
Holders Change %
+3.62%
% of All Funds
3.11%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
26
Increased
45
Reduced
41
Closed
19
Calls
$162K
Puts
$565K
Net Calls
-$403K
Net Calls Change
+$88K

Top Buyers

1
DCM
1
Dimension Capital Management
Florida
$21.9M
2
Millennium Management
2
Millennium Management
New York
$6.12M
3
VEA
3
Virtus ETF Advisers
New York
$3.48M
4
PCM
4
Palisade Capital Management
New Jersey
$12.8M
5
Skandinaviska Enskilda Banken (SEB)
5
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$78.2M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$0
3
SMDAM
3
Sumitomo Mitsui DS Asset Management
Japan
$0
4
MC
4
Muzinich & Co
New York
$12M
5
PGH
5
Partners Group Holding
Switzerland
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
51
Bank of America
North Carolina
$1.11M +$146K +10,430 +15%
Citadel Advisors
52
Citadel Advisors
Florida
$1.05M +$1.05M +75,478 New
Macquarie Group
53
Macquarie Group
Australia
$1M – – –
WS
54
Wedbush Securities
California
$968K +$197K +14,080 +25%
LPL Financial
55
LPL Financial
California
$923K +$188K +13,464 +26%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$902K -$343K -24,556 -28%
EIP
57
Epoch Investment Partners
New York
$897K – – –
Goldman Sachs
58
Goldman Sachs
New York
$809K -$3.39K -243 -0.4%
SMH
59
Sanders Morris Harris
Texas
$772K -$11.2K -800 -1%
RIL
60
Rothschild Investment LLC
Illinois
$727K – – –
PP
61
PDT Partners
New York
$724K -$56 -4 -0%
CRWM
62
Castle Rock Wealth Management
California
$698K +$248K +17,724 +55%
HighTower Advisors
63
HighTower Advisors
Illinois
$684K -$17.4K -1,244 -2%
Aberdeen Group
64
Aberdeen Group
United Kingdom
$649K -$349K -25,000 -35%
Northern Trust
65
Northern Trust
Illinois
$612K +$140K +10,017 +30%
DZ Bank
66
DZ Bank
Germany
$525K +$276K +20,000 +110%
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$471K +$13.1K +940 +3%
RIG
68
Roosevelt Investment Group
New York
$470K -$10.7K -766 -2%
PA
69
Perennial Advisors
New York
$432K -$1.54K -110 -0.4%
CIC
70
Cornercap Investment Counsel
Georgia
$422K – – –
PAWC
71
P.A.W. Capital
Connecticut
$419K – – –
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$402K – – –
AI
73
Atria Investments
North Carolina
$389K +$389K +29,106 New
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$388K +$138K +9,895 +55%
EGA
75
Eagle Global Advisors
Texas
$382K – – –
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3
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