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New Mountain Finance
NMFC

Overview Fund Activity

124 hedge funds and large institutions have $320M invested in New Mountain Finance in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-12
Holders Change %
-8.82%
% of All Funds
2.51%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
10
Increased
45
Reduced
46
Closed
22
Calls
$1.67M
Puts
$852K
Net Calls
+$818K
Net Calls Change
+$342K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.8M
2
C
2
Cliffwater
California
$15.9M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$12.3M
4
Invesco
4
Invesco
Georgia
$10.3M
5
Wells Fargo
5
Wells Fargo
California
$34.2M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$241K
2
WFI
2
West Family Investments
California
$0
3
WJWM
3
Williams Jones Wealth Management
New York
$445K
4
KCM
4
Kennedy Capital Management
Missouri
$331K
5
DCM
5
Dimension Capital Management
Florida
$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
VEA
51
Virtus ETF Advisers
New York
$503K -$240K -25,147 -32%
OC
52
Oppenheimer & Co
New York
$493K -$51.5K -5,388 -9%
Northern Trust
53
Northern Trust
Illinois
$486K +$1.5K +157 +0.3%
FAAS
54
First Allied Advisory Services
California
$480K +$28.8K +3,006 +6%
WJWM
55
Williams Jones Wealth Management
New York
$445K -$1.12M -116,875 -72%
TC
56
Telemus Capital
Michigan
$444K – – –
CFB
57
Cullen/Frost Bankers
Texas
$430K – – –
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$401K – – –
ECM
59
ExodusPoint Capital Management
New York
$368K +$268K +27,986 +267%
RIL
60
Rothschild Investment LLC
Illinois
$359K -$139K -14,500 -28%
Creative Planning
61
Creative Planning
Kansas
$355K +$16.9K +1,770 +5%
PPA
62
Parametric Portfolio Associates
Washington
$344K +$85.3K +8,924 +33%
SSA
63
Schonfeld Strategic Advisors
New York
$337K +$337K +35,300 New
IAIM
64
International Assets Investment Management
Florida
$333K – – –
KCM
65
Kennedy Capital Management
Missouri
$331K -$597K -62,481 -64%
CIC
66
Cornercap Investment Counsel
Georgia
$308K – – –
Canada Life
67
Canada Life
Manitoba, Canada
$283K -$27.1K -2,840 -9%
RIG
68
Roosevelt Investment Group
New York
$279K -$19.4K -2,031 -7%
Simplex Trading
69
Simplex Trading
Illinois
$271K +$234K +24,509 +626%
Capital Fund Management (CFM)
70
Capital Fund Management (CFM)
France
$267K -$97.7K -10,218 -27%
WA
71
Wambolt & Associates
Colorado
$253K -$72.7K -7,596 -22%
EIP
72
Epoch Investment Partners
New York
$246K – – –
RCM
73
Rivernorth Capital Management
Florida
$245K +$245K +25,662 New
Acadian Asset Management
74
Acadian Asset Management
Massachusetts
$241K -$2.16M -225,815 -90%
Geode Capital Management
75
Geode Capital Management
Massachusetts
$228K +$228K +23,895 New
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