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New Mountain Finance

136 hedge funds and large institutions have $375M invested in New Mountain Finance in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+12
Holders Change %
+9.68%
% of All Funds
2.41%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
26
Increased
43
Reduced
50
Closed
13
Calls
$1.33M
Puts
$540K
Net Calls
+$793K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
126
Selective Wealth Management
Virginia
$4K +$231 +18 +6%
PA
127
Parallel Advisors
California
$3K
GWM
128
Geneos Wealth Management
Colorado
$3K
Citigroup
129
Citigroup
New York
$3K
APA
130
American Portfolios Advisors
New York
$2.37K -$17.6K -1,550 -88%
BFEC
131
Benjamin F. Edwards & Company
Missouri
$1K +$30 +2 +3%
SSB
132
Sandy Spring Bank
Maryland
$1K +$28 +3 +3%
Fidelity Investments
133
Fidelity Investments
Massachusetts
$1K +$1K +51 New
HCP
134
Hexagon Capital Partners
Arkansas
$1K +$1K +150 New
AA
135
ALPS Advisors
Colorado
-$1.43M -149,100 Closed
WG
136
Winton Group
United Kingdom
-$1.36M -142,571 Closed
AWS
137
AJ Wealth Strategies
New York
-$882K -92,220 Closed
RCM
138
Radcliffe Capital Management
Pennsylvania
-$649K -67,900 Closed
CFB
139
Cullen/Frost Bankers
Texas
-$430K -45,000 Closed
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
-$401K -41,000 Closed
SSA
141
Schonfeld Strategic Advisors
New York
-$337K -35,300 Closed
Simplex Trading
142
Simplex Trading
Illinois
-$271K -28,425 Closed
EFS
143
Essex Financial Services
Connecticut
-$126K -13,155 Closed
GAM
144
Gotham Asset Management
New York
-$114K -11,898 Closed
Cambridge Investment Research Advisors
145
Cambridge Investment Research Advisors
Iowa
-$112K -11,763 Closed
22CM
146
20/20 Capital Management
California
-$100K -10,411 Closed
GT
147
Glenmede Trust
Pennsylvania
-$3K -365 Closed