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New Mountain Finance
NMFC

Overview Fund Activity

152 hedge funds and large institutions have $427M invested in New Mountain Finance in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+9
Holders Change %
+6.29%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
20
Increased
59
Reduced
39
Closed
10
Calls
–
Puts
$525K
Net Calls
-$525K
Net Calls Change
-$122K

Top Buyers

1
AA
1
ALPS Advisors
Colorado
$3.95M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$21.1M
3
PI
3
Putnam Investments
Massachusetts
$2.74M
4
GIM
4
Guild Investment Management
California
$2.21M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$4.39M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$56.9M
2
WFI
2
West Family Investments
California
$1.84M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$29.5M
4
MC
4
Muzinich & Co
New York
$10.9M
5
UBS Group
5
UBS Group
Switzerland
$9.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
101
Wambolt & Associates
Colorado
$256K +$27.4K +2,012 +12%
AIM
102
Allen Investment Management
New York
$253K – – –
SCM
103
Shelton Capital Management
Colorado
$245K -$32.7K -2,400 -12%
DTL
104
Dynamic Technology Lab
Singapore
$243K +$243K +17,818 New
EGA
105
Eagle Global Advisors
Texas
$230K -$143K -10,460 -38%
TG
106
TCW Group
California
$215K – – –
MSAM
107
Moloney Securities Asset Management
Missouri
$212K +$42.1K +3,085 +25%
CSS
108
Cubist Systematic Strategies
Connecticut
$207K -$82.7K -6,076 -29%
EB
109
Eastern Bank
Massachusetts
$188K – – –
AWS
110
AJ Wealth Strategies
New York
$185K +$1.27K +93 +0.7%
CAMG
111
CWA Asset Management Group
Florida
$185K +$21.9K +1,604 +13%
CC
112
Cipher Capital
New York
$181K +$181K +13,272 New
Victory Capital Management
113
Victory Capital Management
Texas
$180K +$180K +13,194 New
TAM
114
Tocqueville Asset Management
New York
$162K – – –
CIBC World Market
115
CIBC World Market
Ontario, Canada
$161K -$2.68K -197 -2%
Brown Advisory
116
Brown Advisory
Maryland
$159K – – –
CBA
117
Coastal Bridge Advisors
Connecticut
$149K +$149K +10,910 New
FCI
118
Financial Counselors Inc
Kansas
$143K -$46.6K -3,410 -25%
AIA
119
Armor Investment Advisors
North Carolina
$141K – – –
PCM
120
Prelude Capital Management
New York
$123K +$123K +9,050 New
SPIA
121
Steward Partners Investment Advisory
New York
$122K – – –
CAL
122
Capital Analysts LLC
Pennsylvania
$76K +$1.85K +136 +2%
CFGS
123
Concourse Financial Group Securities
Alabama
$71K -$89.3K -6,538 -56%
RIA
124
RPG Investment Advisory
California
$41K – – –
LWA
125
Lenox Wealth Advisors
New York
$26K +$26K +1,897 New
3 4
5
6 7