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New Mountain Finance
NMFC

Overview Fund Activity

165 hedge funds and large institutions have $492M invested in New Mountain Finance in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 30 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+13
Holders Change %
+8.55%
% of All Funds
3.26%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
34
Increased
65
Reduced
30
Closed
21
Calls
$597K
Puts
$82K
Net Calls
+$515K
Net Calls Change
+$1.04M

Top Buyers

1
Invesco
1
Invesco
Georgia
$11.9M
2
DCM
2
Dimension Capital Management
Florida
$30.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$27.1M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$21.5M
5
Millennium Management
5
Millennium Management
New York
$10.1M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$52.8M
2
PI
2
Putnam Investments
Massachusetts
$0
3
PC
3
Polar Capital
United Kingdom
$1.52M
4
KCM
4
Kennedy Capital Management
Missouri
$1.62M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
51
Bank of America
North Carolina
$1.81M +$222K +16,157 +14%
Goldman Sachs
52
Goldman Sachs
New York
$1.71M +$2.75K +200 +0.2%
AIMCA
53
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.67M – – –
Skandinaviska Enskilda Banken (SEB)
54
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.67M – – –
ECA
55
Elevated Capital Advisors
Utah
$1.66M +$1.66M +120,568 New
KCM
56
Kennedy Capital Management
Missouri
$1.62M -$1.62M -118,114 -50%
WFI
57
West Family Investments
California
$1.55M -$304K -22,100 -16%
PC
58
Polar Capital
United Kingdom
$1.52M -$2.49M -181,450 -62%
AWM
59
Altium Wealth Management
New York
$1.4M +$13.7K +996 +1%
SPC
60
Sigma Planning Corp
Michigan
$1.36M +$63.8K +4,643 +5%
PSP
61
Principal Street Partners
Tennessee
$1.36M +$30.2K +2,200 +2%
MCM
62
Monument Capital Management
Virginia
$1.3M +$23.2K +1,691 +2%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$1.28M +$35.6K +2,594 +3%
Northern Trust
64
Northern Trust
Illinois
$1.23M +$727K +52,917 +146%
WS
65
Wedbush Securities
California
$1.18M +$74.3K +5,408 +7%
OC
66
Oppenheimer & Co
New York
$1.08M -$522 -38 -0%
BCM
67
Beck Capital Management
Texas
$1.06M -$43.6K -3,177 -4%
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$1.06M +$408K +29,687 +63%
CANY
69
Caxton Associates (New York)
New York
$1.04M +$755K +54,969 +266%
22CM
70
20/20 Capital Management
California
$1.01M +$1.01M +71,124 New
Macquarie Group
71
Macquarie Group
Australia
$988K – – –
Balyasny Asset Management
72
Balyasny Asset Management
Illinois
$940K +$610K +44,349 +184%
EIP
73
Epoch Investment Partners
New York
$882K – – –
SMH
74
Sanders Morris Harris
Texas
$788K +$58.3K +4,300 +8%
Aberdeen Group
75
Aberdeen Group
United Kingdom
$777K +$138K +10,000 +22%
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