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New Mountain Finance
NMFC

Overview Fund Activity

127 hedge funds and large institutions have $342M invested in New Mountain Finance in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 21 closing their positions.

Holders
127
Holders Change
-6
Holders Change %
-4.51%
% of All Funds
2.83%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
16
Increased
44
Reduced
43
Closed
21
Calls
$239K
Puts
$34K
Net Calls
+$205K
Net Calls Change
+$239K

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$26M
2
C
2
Cliffwater
California
$9.71M
3
DCM
3
Dimension Capital Management
Florida
$10.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.34M
5
BCM
5
Beck Capital Management
Texas
$1.08M

Top Sellers

1
RTS
1
Round Table Services
New Jersey
$18.4M
2
UBS Group
2
UBS Group
Switzerland
$6.53M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$1.98M
4
GC
4
Guggenheim Capital
Illinois
$4.98M
5
PGH
5
Partners Group Holding
Switzerland
$12.3M
Name Market Value Shares Shares
Change 		Shares
Change %
EFS
101
Essex Financial Services
Connecticut
$151K 12,000 – –
TAM
102
Tocqueville Asset Management
New York
$150K 11,900 – –
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$148K 11,764 +11,764 New
Brown Advisory
104
Brown Advisory
Maryland
$146K 11,645 +239 +2%
AIA
105
Armor Investment Advisors
North Carolina
$138K 10,950 – –
CFGS
106
Concourse Financial Group Securities
Alabama
$68K 5,440 -625 -10%
PA
107
Parallel Advisors
California
$58K 4,664 +4,664 New
Russell Investments Group
108
Russell Investments Group
United Kingdom
$52K 4,137 +4,137 New
Barclays
109
Barclays
United Kingdom
$44K 3,500 -6,502 -65%
RIA
110
RPG Investment Advisory
California
$38K 3,005 – –
KPW
111
Kore Private Wealth
New York
$33K 2,655 +2,655 New
BFEC
112
Benjamin F. Edwards & Company
Missouri
$26K 2,080 +400 +24%
US Bancorp
113
US Bancorp
Minnesota
$17K 1,370 +70 +5%
CAM
114
Cresset Asset Management
Illinois
$13K 1,066 +1,066 New
Simplex Trading
115
Simplex Trading
Illinois
$12K 979 -13,756 -93%
QCIG
116
Quad-Cities Investment Group
Iowa
$12K 900 +100 +13%
RFC
117
Regions Financial Corp
Alabama
$9K 700 – –
AF
118
Advisornet Financial
Minnesota
$7K 592 – –
DWM
119
Doyle Wealth Management
Florida
$5K 400 +400 New
EWM
120
Edge Wealth Management
New York
$4K 300 – –
Citigroup
121
Citigroup
New York
$4K 290 – –
Fidelity Investments
122
Fidelity Investments
Massachusetts
$4K 341 +339 +16,950%
GRP
123
Global Retirement Partners
California
$3K 260 -393 -60%
GWM
124
Geneos Wealth Management
Colorado
$3K 270 – –
Nordea Investment Management
125
Nordea Investment Management
Sweden
$2K 158 +158 New
2 3 4
5
6