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New Mountain Finance
NMFC

Overview Fund Activity

138 hedge funds and large institutions have $386M invested in New Mountain Finance in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+11
Holders Change %
+8.66%
% of All Funds
2.99%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
22
Increased
52
Reduced
36
Closed
11
Calls
$221K
Puts
$712K
Net Calls
-$491K
Net Calls Change
-$696K

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$15.5M
2
Wells Fargo
2
Wells Fargo
California
$79.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.2M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$31.5M
5
DCM
5
Dimension Capital Management
Florida
$14.9M

Top Sellers

1
AM
1
Ares Management
California
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
C
3
Cliffwater
California
$8.5M
4
SCM
4
Shelton Capital Management
Colorado
$26.8K
5
PGH
5
Partners Group Holding
Switzerland
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
126
Barclays
United Kingdom
$7K -$41.1K -2,991 -85%
EFSCE
127
Enterprise Financial Services Corp (EFSC)
Missouri
$6K +$6K +425 New
Citigroup
128
Citigroup
New York
$4K – – –
EWM
129
Edge Wealth Management
New York
$4K – – –
GRP
130
Global Retirement Partners
California
$4K – – –
GWM
131
Geneos Wealth Management
Colorado
$3K – – –
Nordea Investment Management
132
Nordea Investment Management
Sweden
$2K +$184 +16 +10%
CFN
133
Cordasco Financial Network
Florida
$2K +$2K +152 New
CFA
134
Carroll Financial Associates
North Carolina
$1K – – –
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
JPLA
136
Joseph P. Lucia & Associates
New York
$350 +$350 +4,767 New
AM
137
Ares Management
California
– -$8.83M -701,539 Closed
Millennium Management
138
Millennium Management
New York
– -$1.98M -157,484 Closed
SGCA
139
Steel Grove Capital Advisors
Tennessee
– -$1.05M -83,100 Closed
BI
140
Bramshill Investments
Florida
– -$763K -60,500 Closed
PI
141
PineBridge Investments
New York
– -$640K -50,900 Closed
Two Sigma Advisers
142
Two Sigma Advisers
New York
– -$244K -19,400 Closed
State of Tennessee, Department of Treasury
143
State of Tennessee, Department of Treasury
Tennessee
– -$214K -17,000 Closed
Squarepoint
144
Squarepoint
New York
– -$181K -14,385 Closed
Simplex Trading
145
Simplex Trading
Illinois
– -$12K -979 Closed
AF
146
Advisornet Financial
Minnesota
– -$7K -592 Closed
DWM
147
Doyle Wealth Management
Florida
– -$5K -400 Closed
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