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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 %
IAIM
76
International Assets Investment Management
Florida
$237K 34,787 +34,787 New
Creative Planning
77
Creative Planning
Kansas
$223K 32,800 +1,051 +3%
Russell Investments Group
78
Russell Investments Group
United Kingdom
$222K 29,361 +3,741 +15%
WA
79
Wambolt & Associates
Colorado
$221K 32,505 +11,068 +52%
CIC
80
Cornercap Investment Counsel
Georgia
$219K 32,230 +2,000 +7%
RIG
81
Roosevelt Investment Group
New York
$215K 31,554 -2,071 -6%
TI
82
Trexquant Investment
Connecticut
$215K 31,665 +31,665 New
Victory Capital Management
83
Victory Capital Management
Texas
$210K 30,862 +15,703 +104%
BRWM
84
B. Riley Wealth Management
Tennessee
$209K 30,786 – –
Canada Life
85
Canada Life
Manitoba, Canada
$195K 28,492 +3,088 +12%
PA
86
Perennial Advisors
New York
$190K 27,905 -3,676 -12%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$186K 27,360 +402 +1%
AIM
88
Aigen Investment Management
New York
$182K 26,748 +26,748 New
PP
89
PDT Partners
New York
$176K 25,900 -30,290 -54%
EIP
90
Epoch Investment Partners
New York
$175K 25,725 -38,497 -60%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$158K 23,251 +11,427 +97%
PAG
92
Private Advisor Group
New Jersey
$150K 22,026 – –
BA
93
Bard Associates
Illinois
$150K 22,053 – –
RJA
94
Raymond James & Associates
Florida
$150K 22,020 +2,344 +12%
Mirae Asset Global Investments
95
Mirae Asset Global Investments
South Korea
$149K 21,872 -8,223 -27%
Squarepoint
96
Squarepoint
New York
$143K 21,007 +21,007 New
CAMG
97
CWA Asset Management Group
Florida
$131K 19,200 +7,833 +69%
B
98
Bailard
California
$129K 18,946 – –
AIM
99
Allen Investment Management
New York
$129K 19,010 +452 +2%
CA
100
Calton & Associates
Florida
$128K 18,829 +18,829 New
2 3
4
5 6