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New Mountain Finance
NMFC

Overview Fund Activity

136 hedge funds and large institutions have $306M invested in New Mountain Finance in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-18
Holders Change %
-11.69%
% of All Funds
2.8%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
13
Increased
47
Reduced
47
Closed
30
Calls
$820K
Puts
$344K
Net Calls
+$476K
Net Calls Change
-$71K

Top Buyers

1
RTS
1
Round Table Services
New Jersey
$25.3M
2
C
2
Cliffwater
California
$12.7M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$9.71M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$14.2M
5
WG
5
Winton Group
United Kingdom
$1.76M

Top Sellers

1
PGH
1
Partners Group Holding
Switzerland
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$361K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$12M
4
Deutsche Bank
4
Deutsche Bank
Germany
$10K
5
PCM
5
Palisade Capital Management
New Jersey
$7.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
101
Stifel Financial
Missouri
$111K -$20.4K -2,208 -16%
CCM
102
Condor Capital Management
New Jersey
$110K +$110K +11,874 New
GAM
103
Gotham Asset Management
New York
$106K +$106K +11,373 New
Group One Trading
104
Group One Trading
Illinois
$102K -$46.4K -5,000 -31%
ECM
105
ExodusPoint Capital Management
New York
$97K -$4.23K -457 -4%
CSS
106
Cubist Systematic Strategies
Connecticut
$93K -$233K -25,145 -71%
Russell Investments Group
107
Russell Investments Group
United Kingdom
$67K -$202K -22,057 -75%
Simplex Trading
108
Simplex Trading
Illinois
$36K -$44.4K -4,834 -55%
CFGS
109
Concourse Financial Group Securities
Alabama
$30K -$113K -12,003 -79%
RIA
110
RPG Investment Advisory
California
$28K – – –
KPW
111
Kore Private Wealth
New York
$24K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
112
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20K -$395K -42,685 -95%
SPIA
113
Steward Partners Investment Advisory
New York
$20K -$81.7K -8,913 -80%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$20K – – –
APA
115
American Portfolios Advisors
New York
$16.3K -$1.86K -200 -10%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$15K +$15K +1,605 New
Fidelity Investments
117
Fidelity Investments
Massachusetts
$14K +$14K +1,499 +149,900%
Deutsche Bank
118
Deutsche Bank
Germany
$10K -$3.71M -412,504 -100%
BFEC
119
Benjamin F. Edwards & Company
Missouri
$10K +$19 +2 +0.2%
NIT
120
NumerixS Investment Technologies
British Columbia, Canada
$9K +$9K +1,000 New
JPLA
121
Joseph P. Lucia & Associates
New York
$5K – – –
EWM
122
Edge Wealth Management
New York
$3K – – –
SWM
123
Selective Wealth Management
Virginia
$3K – – –
IWP
124
IAG Wealth Partners
Wisconsin
$3K – – –
GT
125
Glenmede Trust
Pennsylvania
$3K – – –
3 4
5
6 7