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New Mountain Finance
NMFC

Overview Fund Activity

124 hedge funds and large institutions have $320M invested in New Mountain Finance in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-12
Holders Change %
-8.82%
% of All Funds
2.51%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
10
Increased
45
Reduced
46
Closed
22
Calls
$1.67M
Puts
$852K
Net Calls
+$818K
Net Calls Change
+$342K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.8M
2
C
2
Cliffwater
California
$15.9M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$12.3M
4
Invesco
4
Invesco
Georgia
$10.3M
5
Wells Fargo
5
Wells Fargo
California
$34.2M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$241K
2
WFI
2
West Family Investments
California
$0
3
WJWM
3
Williams Jones Wealth Management
New York
$445K
4
KCM
4
Kennedy Capital Management
Missouri
$331K
5
DCM
5
Dimension Capital Management
Florida
$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSS
101
Cubist Systematic Strategies
Connecticut
$105K +$8.64K +900 +9%
22CM
102
20/20 Capital Management
California
$100K -$98.8K -10,291 -50%
CA
103
Calton & Associates
Florida
$100K +$100K +10,452 New
DTL
104
Dynamic Technology Lab
Singapore
$98K +$98K +10,300 New
CFGS
105
Concourse Financial Group Securities
Alabama
$31K – – –
RIA
106
RPG Investment Advisory
California
$29K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
107
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$21K – – –
SPIA
108
Steward Partners Investment Advisory
New York
$19K -$1.47K -157 -7%
APA
109
American Portfolios Advisors
New York
$16.8K – – –
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$15K – – –
SFS
111
Sowell Financial Services
Arkansas
$12K +$9.68K +1,000 +417%
FHC
112
First Horizon Corporation
Tennessee
$9K +$9K +1,000 New
NFSG
113
Newbridge Financial Services Group
Florida
$5K +$5K +485 New
Deutsche Bank
114
Deutsche Bank
Germany
$3K -$6.76K -771 -69%
GT
115
Glenmede Trust
Pennsylvania
$3K – – –
Citigroup
116
Citigroup
New York
$3K – – –
PA
117
Parallel Advisors
California
$3K – – –
SWM
118
Selective Wealth Management
Virginia
$3K +$92 +9 +3%
GWM
119
Geneos Wealth Management
Colorado
$2K – – –
BFEC
120
Benjamin F. Edwards & Company
Missouri
$1K -$15.6K -998 -94%
SSB
121
Sandy Spring Bank
Maryland
$1K +$29 +3 +3%
Millennium Management
122
Millennium Management
New York
$158 -$215 -22,555 -58%
WFI
123
West Family Investments
California
– -$1.55M -112,968 Closed
Citadel Advisors
124
Citadel Advisors
Florida
– -$335K -36,070 Closed
BRWM
125
B. Riley Wealth Management
Tennessee
– -$286K -30,786 Closed
2 3 4
5
6