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New Mountain Finance
NMFC

Overview Fund Activity

138 hedge funds and large institutions have $386M invested in New Mountain Finance in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+11
Holders Change %
+8.66%
% of All Funds
2.99%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
22
Increased
52
Reduced
36
Closed
11
Calls
$221K
Puts
$712K
Net Calls
-$491K
Net Calls Change
-$696K

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$15.5M
2
Wells Fargo
2
Wells Fargo
California
$79.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.2M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$31.5M
5
DCM
5
Dimension Capital Management
Florida
$14.9M

Top Sellers

1
AM
1
Ares Management
California
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
C
3
Cliffwater
California
$8.5M
4
SCM
4
Shelton Capital Management
Colorado
$26.8K
5
PGH
5
Partners Group Holding
Switzerland
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
76
Oppenheimer & Co
New York
$312K -$406K -30,000 -57%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$304K +$134K +9,845 +79%
Canada Life
78
Canada Life
Manitoba, Canada
$289K +$12.2K +901 +4%
SFI
79
Susquehanna Fundamental Investments
Pennsylvania
$262K -$790K -58,170 -75%
B
80
Bailard
California
$257K – – –
AIM
81
Assured Investment Management
New York
$254K -$298K -21,926 -54%
AIM
82
Allen Investment Management
New York
$252K +$4.35K +320 +2%
DZ Bank
83
DZ Bank
Germany
$248K – – –
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$243K +$83.2K +6,130 +52%
CC
85
Cipher Capital
New York
$243K +$243K +17,869 New
AWS
86
AJ Wealth Strategies
New York
$222K +$2.21K +163 +1%
TG
87
TCW Group
California
$214K +$214K +15,800 New
WA
88
Wambolt & Associates
Colorado
$209K +$1.08K +80 +0.5%
CIBC World Market
89
CIBC World Market
Ontario, Canada
$207K -$7.83K -577 -4%
TRCT
90
Tower Research Capital (TRC)
New York
$203K -$13.9K -1,020 -6%
PAG
91
Private Advisor Group
New Jersey
$202K -$126K -9,309 -38%
California Public Employees Retirement System
92
California Public Employees Retirement System
California
$197K -$1.36K -100 -0.7%
EB
93
Eastern Bank
Massachusetts
$187K – – –
ECM
94
ExodusPoint Capital Management
New York
$183K -$59.6K -4,400 -25%
EFS
95
Essex Financial Services
Connecticut
$178K +$15.3K +1,129 +9%
FCI
96
Financial Counselors Inc
Kansas
$175K +$11K +806 +7%
GCP
97
GSA Capital Partners
United Kingdom
$173K -$103K -7,595 -37%
FAAS
98
First Allied Advisory Services
California
$165K +$165K +12,083 New
CAMG
99
CWA Asset Management Group
Florida
$162K -$4.75K -350 -3%
TAM
100
Tocqueville Asset Management
New York
$161K – – –
2 3
4
5 6