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New Mountain Finance
NMFC

Overview Fund Activity

134 hedge funds and large institutions have $379M invested in New Mountain Finance in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+1
Holders Change %
+0.75%
% of All Funds
3.07%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
18
Increased
33
Reduced
48
Closed
17
Calls
$277K
Puts
$906K
Net Calls
-$629K
Net Calls Change
-$173K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$9.44M
2
RTS
2
Round Table Services
New Jersey
$23.4M
3
UBS Group
3
UBS Group
Switzerland
$12.8M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$2.02M
5
AM
5
Ares Management
California
$17.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$81.1M
2
MC
2
Muzinich & Co
New York
$20.2M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$21.4M
4
Millennium Management
4
Millennium Management
New York
$777K
5
CS
5
Credit Suisse
Switzerland
$5.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
126
Edge Wealth Management
New York
$4K – – –
GRP
127
Global Retirement Partners
California
$4K – – –
RE
128
RBC Europe
United Kingdom
$3.26K – – –
GWM
129
Geneos Wealth Management
Colorado
$3K – – –
CFA
130
Carroll Financial Associates
North Carolina
$1K – – –
AIS
131
Accurate Investment Solutions
Pennsylvania
$1K – – –
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$1K +$1K +58 New
EIP
133
Epoch Investment Partners
New York
$939 +$102 +7,500 +12%
Alyeska Investment Group
134
Alyeska Investment Group
Illinois
– -$1.32M -100,000 Closed
SGI
135
Summit Global Investments
Utah
– -$517K -39,303 Closed
Arrowstreet Capital
136
Arrowstreet Capital
Massachusetts
– -$512K -38,938 Closed
Goldman Sachs
137
Goldman Sachs
New York
– -$412K -31,347 Closed
DTL
138
Dynamic Technology Lab
Singapore
– -$328K -24,991 Closed
Citadel Advisors
139
Citadel Advisors
Florida
– -$302K -22,930 Closed
AWA
140
Arete Wealth Advisors
Illinois
– -$138K -10,520 Closed
Brown Advisory
141
Brown Advisory
Maryland
– -$135K -10,254 Closed
DekaBank Deutsche Girozentrale
142
DekaBank Deutsche Girozentrale
Germany
– -$132K -10,000 Closed
WAM
143
Wealthspire Advisors (Maryland)
Maryland
– -$106K -8,087 Closed
AIM
144
Advantage Investment Management
Iowa
– -$92K -6,965 Closed
PG
145
PEAK6 Group
Illinois
– -$51K -3,848 Closed
SWP
146
Stratos Wealth Partners
Ohio
– -$25K -1,931 Closed
IWM
147
IHT Wealth Management
Illinois
– -$20K -1,500 Closed
QT
148
Quantbot Technologies
New York
– -$16K -1,236 Closed
PWM
149
Perigon Wealth Management
California
– -$12K -932 Closed
KTC
150
Kistler-Tiffany Companies
Pennsylvania
– -$3K -242 Closed
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