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New Mountain Finance
NMFC

Overview Fund Activity

133 hedge funds and large institutions have $393M invested in New Mountain Finance in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-6
Holders Change %
-4.32%
% of All Funds
3.05%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
14
Increased
39
Reduced
46
Closed
20
Calls
$256K
Puts
$712K
Net Calls
-$456K
Net Calls Change
-$177K

Top Buyers

1
AM
1
Ares Management
California
$15.3M
2
DCM
2
Dimension Capital Management
Florida
$5.63M
3
PGH
3
Partners Group Holding
Switzerland
$13.9M
4
Wells Fargo
4
Wells Fargo
California
$90.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$12.7M

Top Sellers

1
MC
1
Muzinich & Co
New York
$27M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$26.8M
3
UBS Group
3
UBS Group
Switzerland
$10.2M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$512K
5
Millennium Management
5
Millennium Management
New York
$3.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
126
Edge Wealth Management
New York
$4K – – –
RE
127
RBC Europe
United Kingdom
$3.16K – – –
KTC
128
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
GRP
129
Global Retirement Partners
California
$3K – – –
GWM
130
Geneos Wealth Management
Colorado
$3K – – –
AIS
131
Accurate Investment Solutions
Pennsylvania
$1K – – –
WAP
132
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
CFA
133
Carroll Financial Associates
North Carolina
$1K – – –
GCP
134
GSA Capital Partners
United Kingdom
– -$1.52M -111,791 Closed
MF
135
Magnetar Financial
Illinois
– -$898K -66,263 Closed
State of Tennessee, Department of Treasury
136
State of Tennessee, Department of Treasury
Tennessee
– -$748K -55,200 Closed
California Public Employees Retirement System
137
California Public Employees Retirement System
California
– -$676K -49,900 Closed
RJFSA
138
Raymond James Financial Services Advisors
Florida
– -$655K -48,328 Closed
Comerica Bank
139
Comerica Bank
Texas
– -$633K -46,918 Closed
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
– -$463K -34,126 Closed
VF
141
Virtu Financial
New York
– -$238K -17,539 Closed
Jane Street
142
Jane Street
New York
– -$234K -17,258 Closed
TSS
143
Two Sigma Securities
New York
– -$210K -15,471 Closed
CRWM
144
Castle Rock Wealth Management
California
– -$167K -12,345 Closed
FCM
145
FJ Capital Management
Virginia
– -$162K -12,000 Closed
AllianceBernstein
146
AllianceBernstein
Tennessee
– -$149K -11,000 Closed
CA
147
Cetera Advisors
Colorado
– -$141K -10,441 Closed
Cambridge Investment Research Advisors
148
Cambridge Investment Research Advisors
Iowa
– -$136K -10,026 Closed
DCM
149
Delpha Capital Management
New York
– -$19K -1,435 Closed
CA
150
Calton & Associates
Florida
– -$16K -1,200 Closed
3 4 5
6
7