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New Mountain Finance
NMFC

Overview Fund Activity

154 hedge funds and large institutions have $240M invested in New Mountain Finance in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 46 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-11
Holders Change %
-6.67%
% of All Funds
3.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
28
Increased
54
Reduced
46
Closed
35
Calls
$908K
Puts
$361K
Net Calls
+$547K
Net Calls Change
+$32K

Top Buyers

1
SCIM
Spring Creek Investment Management
Pennsylvania
$9.41M
2
HighTower Advisors
HighTower Advisors
Illinois
$8.42M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$4.55M
4
RTS
Round Table Services
New Jersey
$15.5M
5
Morgan Stanley
Morgan Stanley
New York
$9.61M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$5.07M
2
UBS Group
UBS Group
Switzerland
$252K
3
Millennium Management
Millennium Management
New York
$1.03M
4
Wells Fargo
Wells Fargo
California
$22.3M
5
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
126
Quantbot Technologies
New York
$32K -$12.2K -1,800 -28%
AAP
127
Arax Advisory Partners
Colorado
$24K +$24K +3,475 New
RIA
128
RPG Investment Advisory
California
$20K – – –
KPW
129
Kore Private Wealth
New York
$18K – – –
LC
130
Lindbrook Capital
California
$18K +$18K +2,700 New
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$15K +$15K +2,206 New
APA
132
American Portfolios Advisors
New York
$13.3K -$3.46K -509 -21%
US Bancorp
133
US Bancorp
Minnesota
$9K – – –
LWCFA
134
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K +$8K +1,175 New
BFEC
135
Benjamin F. Edwards & Company
Missouri
$7K -$3.61K -547 -34%
GT
136
Glenmede Trust
Pennsylvania
$5K – – –
SIM
137
Sonora Investment Management
Arizona
$4K +$4K +540 New
JPLA
138
Joseph P. Lucia & Associates
New York
$4K +$4K +575 New
IWP
139
IAG Wealth Partners
Wisconsin
$3K – – –
PA
140
Parallel Advisors
California
$2K -$4.67K -700 -70%
SFS
141
Sowell Financial Services
Arkansas
$2K – – –
EWM
142
Edge Wealth Management
New York
$2K – – –
Citigroup
143
Citigroup
New York
$2K – – –
GWM
144
Geneos Wealth Management
Colorado
$2K – – –
SWM
145
Selective Wealth Management
Virginia
$2K +$84 +12 +4%
BBHC
146
Brown Brothers Harriman & Co
New York
$2K +$2K +273 New
WAP
147
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
Public Sector Pension Investment Board (PSP Investments)
148
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$2.46M -179,100 Closed
Marshall Wace
149
Marshall Wace
United Kingdom
– -$1.88M -136,572 Closed
Rafferty Asset Management
150
Rafferty Asset Management
New York
– -$1.87M -136,099 Closed
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