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New Mountain Finance
NMFC

Overview Fund Activity

136 hedge funds and large institutions have $306M invested in New Mountain Finance in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-18
Holders Change %
-11.69%
% of All Funds
2.8%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
13
Increased
47
Reduced
47
Closed
30
Calls
$820K
Puts
$344K
Net Calls
+$476K
Net Calls Change
-$71K

Top Buyers

1
RTS
1
Round Table Services
New Jersey
$25.3M
2
C
2
Cliffwater
California
$12.7M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$9.71M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$14.2M
5
WG
5
Winton Group
United Kingdom
$1.76M

Top Sellers

1
PGH
1
Partners Group Holding
Switzerland
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$361K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$12M
4
Deutsche Bank
4
Deutsche Bank
Germany
$10K
5
PCM
5
Palisade Capital Management
New Jersey
$7.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
51
Radcliffe Capital Management
Pennsylvania
$836K -$329K -35,402 -28%
VEA
52
Virtus ETF Advisers
New York
$722K -$1.49M -160,278 -67%
Macquarie Group
53
Macquarie Group
Australia
$668K – – –
WS
54
Wedbush Securities
California
$630K +$64.4K +6,939 +11%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$541K +$54.1K +5,825 +11%
OC
56
Oppenheimer & Co
New York
$530K +$85.7K +9,221 +19%
RIL
57
Rothschild Investment LLC
Illinois
$483K -$4.83K -520 -1%
Northern Trust
58
Northern Trust
Illinois
$471K +$113K +12,139 +32%
FAAS
59
First Allied Advisory Services
California
$438K +$36.1K +3,890 +9%
CFB
60
Cullen/Frost Bankers
Texas
$418K +$418K +45,000 New
TC
61
Telemus Capital
Michigan
$412K – – –
Millennium Management
62
Millennium Management
New York
$364K -$1.04M -111,845 -74%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$361K -$6.63M -753,000 -95%
Capital Fund Management (CFM)
64
Capital Fund Management (CFM)
France
$354K +$238K +25,665 +206%
Citadel Advisors
65
Citadel Advisors
Florida
$335K -$386K -41,601 -54%
Creative Planning
66
Creative Planning
Kansas
$329K +$23.9K +2,575 +8%
IAIM
67
International Assets Investment Management
Florida
$323K – – –
WA
68
Wambolt & Associates
Colorado
$316K +$14.3K +1,541 +5%
CIC
69
Cornercap Investment Counsel
Georgia
$300K – – –
Canada Life
70
Canada Life
Manitoba, Canada
$300K +$36.9K +3,996 +14%
RIG
71
Roosevelt Investment Group
New York
$290K -$3.11K -335 -1%
BRWM
72
B. Riley Wealth Management
Tennessee
$286K – – –
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$271K +$271K +29,141 New
PPA
74
Parametric Portfolio Associates
Washington
$251K +$95.6K +10,311 +62%
PA
75
Perennial Advisors
New York
$248K -$11.3K -1,220 -4%
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3
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