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New Mountain Finance
NMFC

Overview Fund Activity

143 hedge funds and large institutions have $423M invested in New Mountain Finance in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+5
Holders Change %
+3.62%
% of All Funds
3.11%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
26
Increased
45
Reduced
41
Closed
19
Calls
$162K
Puts
$565K
Net Calls
-$403K
Net Calls Change
+$88K

Top Buyers

1
DCM
1
Dimension Capital Management
Florida
$21.9M
2
Millennium Management
2
Millennium Management
New York
$6.12M
3
VEA
3
Virtus ETF Advisers
New York
$3.48M
4
PCM
4
Palisade Capital Management
New Jersey
$12.8M
5
Skandinaviska Enskilda Banken (SEB)
5
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$78.2M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$0
3
SMDAM
3
Sumitomo Mitsui DS Asset Management
Japan
$0
4
MC
4
Muzinich & Co
New York
$12M
5
PGH
5
Partners Group Holding
Switzerland
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CANY
76
Caxton Associates (New York)
New York
$376K +$376K +26,905 New
RJFSA
77
Raymond James Financial Services Advisors
Florida
$373K +$60.6K +4,339 +19%
Mirae Asset Global Investments
78
Mirae Asset Global Investments
South Korea
$371K +$25.9K +1,855 +8%
TC
79
Telemus Capital
Michigan
$351K – – –
PPA
80
Parametric Portfolio Associates
Washington
$347K -$175K -12,532 -34%
BA
81
Bard Associates
Illinois
$333K – – –
Creative Planning
82
Creative Planning
Kansas
$328K -$95.1K -6,819 -22%
TF
83
Trek Financial
Arizona
$327K +$327K +23,415 New
PAG
84
Private Advisor Group
New Jersey
$322K +$114K +8,189 +55%
Group One Trading
85
Group One Trading
Illinois
$320K +$320K +22,900 New
California Public Employees Retirement System
86
California Public Employees Retirement System
California
$317K +$115K +8,200 +57%
Stifel Financial
87
Stifel Financial
Missouri
$314K -$28.6K -2,048 -8%
OC
88
Oppenheimer & Co
New York
$301K -$19.7K -1,416 -6%
CSS
89
Cubist Systematic Strategies
Connecticut
$297K +$297K +21,276 New
Canada Life
90
Canada Life
Manitoba, Canada
$296K -$1.42K -102 -0.5%
SCM
91
Shelton Capital Management
Colorado
$285K +$280K +20,036 +5,504%
MWP
92
MYCIO Wealth Partners
Pennsylvania
$279K +$279K +20,000 New
FAAS
93
First Allied Advisory Services
California
$269K +$100K +7,194 +60%
B
94
Bailard
California
$265K – – –
AIM
95
Allen Investment Management
New York
$259K – – –
AA
96
ALPS Advisors
Colorado
$258K +$258K +18,500 New
RJA
97
Raymond James & Associates
Florida
$252K -$780K -55,831 -76%
WA
98
Wambolt & Associates
Colorado
$234K +$17.7K +1,267 +8%
DIM
99
DC Investments Management
Virginia
$227K +$227K +16,228 New
TG
100
TCW Group
California
$221K – – –
2 3
4
5 6