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New Mountain Finance
NMFC

Overview Fund Activity

152 hedge funds and large institutions have $427M invested in New Mountain Finance in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+9
Holders Change %
+6.29%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
20
Increased
59
Reduced
39
Closed
10
Calls
–
Puts
$525K
Net Calls
-$525K
Net Calls Change
-$122K

Top Buyers

1
AA
1
ALPS Advisors
Colorado
$3.95M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$21.1M
3
PI
3
Putnam Investments
Massachusetts
$2.74M
4
GIM
4
Guild Investment Management
California
$2.21M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$4.39M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$56.9M
2
WFI
2
West Family Investments
California
$1.84M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$29.5M
4
MC
4
Muzinich & Co
New York
$10.9M
5
UBS Group
5
UBS Group
Switzerland
$9.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
51
Two Sigma Advisers
New York
$1.49M +$1.49M +109,400 New
AWM
52
Altium Wealth Management
New York
$1.38M +$273K +20,000 +25%
PSP
53
Principal Street Partners
Tennessee
$1.32M +$29.7K +2,176 +2%
SPC
54
Sigma Planning Corp
Michigan
$1.29M +$24.2K +1,778 +2%
MCM
55
Monument Capital Management
Virginia
$1.26M +$27.4K +2,008 +2%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$1.24M +$363K +26,641 +41%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$1.24M +$40.8K +2,995 +3%
AG
58
AlphaSimPlex Group
Massachusetts
$1.16M -$21.7K -1,591 -2%
BCM
59
Beck Capital Management
Texas
$1.1M -$164K -12,036 -13%
WS
60
Wedbush Securities
California
$1.09M +$147K +10,800 +16%
OC
61
Oppenheimer & Co
New York
$1.08M +$780K +57,198 +265%
Macquarie Group
62
Macquarie Group
Australia
$980K – – –
EIP
63
Epoch Investment Partners
New York
$875K – – –
Acadian Asset Management
64
Acadian Asset Management
Massachusetts
$874K -$326K -23,928 -27%
Citadel Advisors
65
Citadel Advisors
Florida
$869K -$159K -11,688 -15%
SMH
66
Sanders Morris Harris
Texas
$733K -$20.4K -1,500 -3%
RIL
67
Rothschild Investment LLC
Illinois
$716K +$6.81K +500 +1%
PP
68
PDT Partners
New York
$711K +$4.76K +349 +0.7%
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$646K +$185K +13,593 +40%
Aberdeen Group
70
Aberdeen Group
United Kingdom
$634K – – –
DZ Bank
71
DZ Bank
Germany
$519K – – –
TF
72
Trek Financial
Arizona
$497K +$178K +13,017 +56%
Northern Trust
73
Northern Trust
Illinois
$495K -$102K -7,463 -17%
CRWM
74
Castle Rock Wealth Management
California
$494K -$172K -12,863 -26%
PAG
75
Private Advisor Group
New Jersey
$475K +$160K +11,726 +51%
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