NMFC icon

New Mountain Finance
NMFC

Overview Fund Activity

165 hedge funds and large institutions have $492M invested in New Mountain Finance in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 30 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+13
Holders Change %
+8.55%
% of All Funds
3.26%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
34
Increased
65
Reduced
30
Closed
21
Calls
$597K
Puts
$82K
Net Calls
+$515K
Net Calls Change
+$1.04M

Top Buyers

1
Invesco
1
Invesco
Georgia
$11.9M
2
DCM
2
Dimension Capital Management
Florida
$30.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$27.1M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$21.5M
5
Millennium Management
5
Millennium Management
New York
$10.1M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$52.8M
2
PI
2
Putnam Investments
Massachusetts
$0
3
PC
3
Polar Capital
United Kingdom
$1.52M
4
KCM
4
Kennedy Capital Management
Missouri
$1.62M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
101
Telemus Capital
Michigan
$357K – – –
Russell Investments Group
102
Russell Investments Group
United Kingdom
$352K +$352K +25,620 New
Canada Life
103
Canada Life
Manitoba, Canada
$347K +$347K +25,404 New
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$333K +$333K +24,243 New
Stifel Financial
105
Stifel Financial
Missouri
$329K +$60.2K +4,338 +22%
BA
106
Bard Associates
Illinois
$303K -$5.5K -400 -2%
PAG
107
Private Advisor Group
New Jersey
$302K -$175K -12,769 -37%
SSA
108
Schonfeld Strategic Advisors
New York
$302K +$302K +22,000 New
WA
109
Wambolt & Associates
Colorado
$295K +$36.4K +2,648 +14%
HH
110
HWG Holdings
Texas
$277K +$253K +18,453 +1,073%
MWP
111
MYCIO Wealth Partners
Pennsylvania
$275K – – –
RJA
112
Raymond James & Associates
Florida
$270K +$12.7K +929 +5%
B
113
Bailard
California
$260K – – –
AIM
114
Allen Investment Management
New York
$255K – – –
SCM
115
Shelton Capital Management
Colorado
$247K – – –
EGA
116
Eagle Global Advisors
Texas
$232K – – –
TG
117
TCW Group
California
$217K – – –
WAM
118
Wolverine Asset Management
Illinois
$216K -$70.9K -5,180 -25%
MSAM
119
Moloney Securities Asset Management
Missouri
$213K -$398 -29 -0.2%
Victory Capital Management
120
Victory Capital Management
Texas
$208K +$27K +1,965 +15%
BS
121
Boenning & Scattergood
Pennsylvania
$206K +$206K +15,000 New
DTL
122
Dynamic Technology Lab
Singapore
$204K -$41.4K -3,006 -17%
CFGS
123
Concourse Financial Group Securities
Alabama
$194K +$122K +8,887 +171%
EFS
124
Essex Financial Services
Connecticut
$194K +$194K +14,139 New
EB
125
Eastern Bank
Massachusetts
$190K – – –
3 4
5
6 7