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New Mountain Finance
NMFC

Overview Fund Activity

154 hedge funds and large institutions have $240M invested in New Mountain Finance in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 46 reducing their positions, and 35 closing their positions.

Holders
154
Holders Change
-11
Holders Change %
-6.67%
% of All Funds
3.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
28
Increased
54
Reduced
46
Closed
35
Calls
$908K
Puts
$361K
Net Calls
+$547K
Net Calls Change
+$32K

Top Buyers

1
SCIM
1
Spring Creek Investment Management
Pennsylvania
$9.41M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$8.42M
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$4.55M
4
RTS
4
Round Table Services
New Jersey
$15.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$9.61M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$5.07M
2
UBS Group
2
UBS Group
Switzerland
$252K
3
Millennium Management
3
Millennium Management
New York
$1.03M
4
Wells Fargo
4
Wells Fargo
California
$22.3M
5
Public Sector Pension Investment Board (PSP Investments)
5
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
51
Monument Capital Management
Virginia
$771K 113,442 +19,139 +20%
KCM
52
Kennedy Capital Management
Missouri
$738K 108,531 -8,973 -8%
Two Sigma Investments
53
Two Sigma Investments
New York
$723K 106,390 -101,711 -49%
AWM
54
Altium Wealth Management
New York
$722K 106,108 +4,220 +4%
SPC
55
Sigma Planning Corp
Michigan
$693K 101,914 +2,777 +3%
PC
56
Polar Capital
United Kingdom
$618K 90,830 -19,720 -18%
22CM
57
20/20 Capital Management
California
$535K 68,827 -2,297 -3%
Citadel Advisors
58
Citadel Advisors
Florida
$529K 77,671 -60,812 -44%
Macquarie Group
59
Macquarie Group
Australia
$489K 71,900 – –
TC
60
Telemus Capital
Michigan
$437K 46,000 +20,000 +77%
WS
61
Wedbush Securities
California
$414K 60,900 -24,618 -29%
DZ Bank
62
DZ Bank
Germany
$380K 50,000 +11,893 +31%
RIL
63
Rothschild Investment LLC
Illinois
$357K 52,544 – –
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$356K 52,417 +12,523 +31%
FIA
65
Foundations Investment Advisors
Arizona
$326K 54,631 +10,564 +24%
OC
66
Oppenheimer & Co
New York
$325K 47,785 -30,986 -39%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
67
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$305K 44,844 -311,356 -87%
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$305K 44,887 +20,644 +85%
AWS
69
AJ Wealth Strategies
New York
$302K 44,413 +1,540 +4%
FAAS
70
First Allied Advisory Services
California
$294K 43,265 +7,520 +21%
TF
71
Trek Financial
Arizona
$266K 39,058 +358 +0.9%
Northern Trust
72
Northern Trust
Illinois
$262K 38,501 -50,723 -57%
UBS Group
73
UBS Group
Switzerland
$252K 37,129 -768,265 -95%
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$251K 36,892 -107,302 -74%
CSS
75
Cubist Systematic Strategies
Connecticut
$239K 35,184 +35,184 New
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