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New Mountain Finance
NMFC

Overview Fund Activity

138 hedge funds and large institutions have $386M invested in New Mountain Finance in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+11
Holders Change %
+8.66%
% of All Funds
2.99%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
22
Increased
52
Reduced
36
Closed
11
Calls
$221K
Puts
$712K
Net Calls
-$491K
Net Calls Change
-$696K

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$15.5M
2
Wells Fargo
2
Wells Fargo
California
$79.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.2M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$31.5M
5
DCM
5
Dimension Capital Management
Florida
$14.9M

Top Sellers

1
AM
1
Ares Management
California
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
C
3
Cliffwater
California
$8.5M
4
SCM
4
Shelton Capital Management
Colorado
$26.8K
5
PGH
5
Partners Group Holding
Switzerland
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
101
Brown Advisory
Maryland
$158K – – –
Connor, Clark & Lunn Investment Management (CC&L)
102
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$156K -$32.6K -2,400 -17%
IA
103
IFP Advisors
Florida
$154K -$18.4K -1,374 -11%
AIC
104
Ameritas Investment Company
Nebraska
$151K +$151K +11,104 New
AIA
105
Armor Investment Advisors
North Carolina
$146K -$2.72K -200 -2%
MSAM
106
Moloney Securities Asset Management
Missouri
$143K +$143K +10,508 New
CFGS
107
Concourse Financial Group Securities
Alabama
$111K +$37.7K +2,793 +51%
NWA
108
New World Advisors
Massachusetts
$105K +$105K +7,760 New
MWNA
109
Marshall Wace North America
New York
$68K +$68K +5,021 New
RIA
110
RPG Investment Advisory
California
$41K – – –
KPW
111
Kore Private Wealth
New York
$36K – – –
BFEC
112
Benjamin F. Edwards & Company
Missouri
$31K +$2.69K +198 +10%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$30K +$30K +2,282 New
SCM
114
Shelton Capital Management
Colorado
$26.8K -$1.95M -26,436 -99%
APA
115
American Portfolios Advisors
New York
$21K +$21K +1,550 New
US Bancorp
116
US Bancorp
Minnesota
$19K – – –
Russell Investments Group
117
Russell Investments Group
United Kingdom
$16K -$40.7K -2,970 -72%
CAM
118
Cresset Asset Management
Illinois
$15K +$357 +26 +2%
PA
119
Parallel Advisors
California
$14K -$51.3K -3,664 -79%
FANJ
120
Financial Architects (New Jersey)
New Jersey
$14K +$14K +1,000 New
MC
121
Muzinich & Co
New York
$12.7K -$1.63K -120,294 -11%
QCIG
122
Quad-Cities Investment Group
Iowa
$12K – – –
RFC
123
Regions Financial Corp
Alabama
$12K +$2.79K +212 +30%
HNB
124
Huntington National Bank
Ohio
$12K +$12K +884 New
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$8K +$8K +618 New
2 3 4
5
6