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New Mountain Finance
NMFC

Overview Fund Activity

143 hedge funds and large institutions have $423M invested in New Mountain Finance in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+5
Holders Change %
+3.62%
% of All Funds
3.11%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
26
Increased
45
Reduced
41
Closed
19
Calls
$162K
Puts
$565K
Net Calls
-$403K
Net Calls Change
+$88K

Top Buyers

1
DCM
1
Dimension Capital Management
Florida
$21.9M
2
Millennium Management
2
Millennium Management
New York
$6.12M
3
VEA
3
Virtus ETF Advisers
New York
$3.48M
4
PCM
4
Palisade Capital Management
New Jersey
$12.8M
5
Skandinaviska Enskilda Banken (SEB)
5
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$78.2M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$0
3
SMDAM
3
Sumitomo Mitsui DS Asset Management
Japan
$0
4
MC
4
Muzinich & Co
New York
$12M
5
PGH
5
Partners Group Holding
Switzerland
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
126
Financial Architects (New Jersey)
New Jersey
$14K – – –
QT
127
Quantbot Technologies
New York
$14K +$14K +1,021 New
HNB
128
Huntington National Bank
Ohio
$12K – – –
QCIG
129
Quad-Cities Investment Group
Iowa
$12K – – –
TCOV
130
Trust Company of Vermont
Vermont
$9K +$9K +670 New
QT
131
Quantamental Technologies
New York
$6K +$6K +400 New
JPLA
132
Joseph P. Lucia & Associates
New York
$5K -$63.1K -4,417 -93%
EFSCE
133
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
Citigroup
134
Citigroup
New York
$4K – – –
EWM
135
Edge Wealth Management
New York
$4K – – –
GWM
136
Geneos Wealth Management
Colorado
$3K – – –
CFN
137
Cordasco Financial Network
Florida
$2K +$39 +3 +2%
CFA
138
Carroll Financial Associates
North Carolina
$1K – – –
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
RIA
140
Realta Investment Advisors
Delaware
$1K +$1K +78 New
BRWM
141
B. Riley Wealth Management
Tennessee
$430 – – –
GT
142
Glenmede Trust
Pennsylvania
$5 +$5 +365 New
Grantham, Mayo, Van Otterloo & Co (GMO)
143
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$3.21M -236,600 Closed
SMDAM
144
Sumitomo Mitsui DS Asset Management
Japan
– -$2.86M -210,652 Closed
SFI
145
Susquehanna Fundamental Investments
Pennsylvania
– -$262K -19,300 Closed
AIM
146
Assured Investment Management
New York
– -$254K -18,713 Closed
CC
147
Cipher Capital
New York
– -$243K -17,869 Closed
ECM
148
ExodusPoint Capital Management
New York
– -$183K -13,500 Closed
GCP
149
GSA Capital Partners
United Kingdom
– -$173K -12,780 Closed
Connor, Clark & Lunn Investment Management (CC&L)
150
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$156K -11,475 Closed
3 4 5
6
7