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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 %
RJA
76
Raymond James & Associates
Florida
$226K -$1.28K -134 -0.6%
CCM
77
Condor Capital Management
New Jersey
$223K +$110K +11,475 +97%
BRWA
78
B. Riley Wealth Advisors
Florida
$222K +$56.9K +5,983 +34%
PA
79
Perennial Advisors
New York
$220K -$34.7K -3,639 -14%
Mirae Asset Global Investments
80
Mirae Asset Global Investments
South Korea
$220K -$10.6K -1,107 -5%
SMH
81
Sanders Morris Harris
Texas
$209K +$22K +2,300 +12%
BA
82
Bard Associates
Illinois
$207K -$3.34K -350 -2%
RJFSA
83
Raymond James Financial Services Advisors
Florida
$198K -$2.46K -258 -1%
AIM
84
Allen Investment Management
New York
$182K – – –
B
85
Bailard
California
$181K – – –
MSAM
86
Moloney Securities Asset Management
Missouri
$172K +$3.58K +375 +2%
PAG
87
Private Advisor Group
New Jersey
$162K -$13.8K -1,471 -8%
EGA
88
Eagle Global Advisors
Texas
$161K – – –
Truist Financial
89
Truist Financial
North Carolina
$159K -$5.25K -550 -3%
CAMG
90
CWA Asset Management Group
Florida
$154K +$14.4K +1,510 +10%
Marshall Wace
91
Marshall Wace
United Kingdom
$149K +$149K +15,602 New
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$146K +$146K +15,300 New
BS
93
Boenning & Scattergood
Pennsylvania
$143K – – –
ASN
94
Advisory Services Network
Georgia
$143K +$18.9K +1,987 +15%
SCM
95
Shelton Capital Management
Colorado
$139K -$33.6K -3,500 -19%
Victory Capital Management
96
Victory Capital Management
Texas
$134K -$9.29K -971 -6%
EFS
97
Essex Financial Services
Connecticut
$126K -$19.1K -1,995 -13%
GAM
98
Gotham Asset Management
New York
$114K +$5.03K +525 +5%
HH
99
HWG Holdings
Texas
$112K -$42.2K -4,408 -27%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$112K -$3.57K -375 -3%
2 3
4
5 6