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New Mountain Finance
NMFC

Overview Fund Activity

133 hedge funds and large institutions have $369M invested in New Mountain Finance in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 19 closing their positions.

Holders
133
Holders Change
-1
Holders Change %
-0.75%
% of All Funds
3.05%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
19
Increased
41
Reduced
40
Closed
19
Calls
$481K
Puts
$515K
Net Calls
-$34K
Net Calls Change
+$595K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$13.6M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$4.07M
3
C
3
Cliffwater
California
$7.32M
4
DCM
4
Dimension Capital Management
Florida
$8.45M
5
Millennium Management
5
Millennium Management
New York
$1.81M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$70.2M
2
AM
2
Ares Management
California
$11.2M
3
MC
3
Muzinich & Co
New York
$14.8M
4
UBS Group
4
UBS Group
Switzerland
$10.8M
5
Norges Bank
5
Norges Bank
Norway
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
101
Wolverine Asset Management
Illinois
$175K +$175K +13,031 New
CRWM
102
Castle Rock Wealth Management
California
$167K +$28K +2,066 +20%
RJFSA
103
Raymond James Financial Services Advisors
Florida
$167K +$167K +12,367 New
FCI
104
Financial Counselors Inc
Kansas
$163K -$6.76K -500 -4%
EFS
105
Essex Financial Services
Connecticut
$162K – – –
TAM
106
Tocqueville Asset Management
New York
$161K – – –
Brown Advisory
107
Brown Advisory
Maryland
$154K +$154K +11,406 New
AIA
108
Armor Investment Advisors
North Carolina
$148K – – –
Barclays
109
Barclays
United Kingdom
$136K -$78.8K -5,794 -37%
IA
110
IFP Advisors
Florida
$124K +$9.53K +708 +8%
CPIG
111
Chicago Partners Investment Group
Illinois
$104K +$25.7K +1,957 +33%
CFGS
112
Concourse Financial Group Securities
Alabama
$82K +$82K +6,065 New
RIA
113
RPG Investment Advisory
California
$41K – – –
SWP
114
Stratos Wealth Partners
Ohio
$26K +$26K +1,935 New
BFEC
115
Benjamin F. Edwards & Company
Missouri
$23K – – –
APA
116
American Portfolios Advisors
New York
$20.9K – – –
US Bancorp
117
US Bancorp
Minnesota
$18K – – –
SPIA
118
Steward Partners Investment Advisory
New York
$16K +$16K +1,207 New
TRCT
119
Tower Research Capital (TRC)
New York
$14K -$50.2K -3,586 -78%
QCIG
120
Quad-Cities Investment Group
Iowa
$10K +$2.5K +200 +33%
RFC
121
Regions Financial Corp
Alabama
$9K – – –
GRP
122
Global Retirement Partners
California
$9K +$5.42K +393 +151%
AF
123
Advisornet Financial
Minnesota
$8K – – –
SIS
124
Sound Income Strategies
Florida
$8K – – –
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$7K +$6.19K +442 +762%
3 4
5
6 7