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New Mountain Finance
NMFC

Overview Fund Activity

165 hedge funds and large institutions have $492M invested in New Mountain Finance in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 30 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+13
Holders Change %
+8.55%
% of All Funds
3.26%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
34
Increased
65
Reduced
30
Closed
21
Calls
$597K
Puts
$82K
Net Calls
+$515K
Net Calls Change
+$1.04M

Top Buyers

1
Invesco
1
Invesco
Georgia
$11.9M
2
DCM
2
Dimension Capital Management
Florida
$30.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$27.1M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$21.5M
5
Millennium Management
5
Millennium Management
New York
$10.1M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$52.8M
2
PI
2
Putnam Investments
Massachusetts
$0
3
PC
3
Polar Capital
United Kingdom
$1.52M
4
KCM
4
Kennedy Capital Management
Missouri
$1.62M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
151
Huntington National Bank
Ohio
$12K – – –
EFSCE
152
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
GT
153
Glenmede Trust
Pennsylvania
$5K – – –
IWP
154
IAG Wealth Partners
Wisconsin
$5K +$5K +300 New
EWM
155
Edge Wealth Management
New York
$4K – – –
Citigroup
156
Citigroup
New York
$4K – – –
SWM
157
Selective Wealth Management
Virginia
$4K +$88 +6 +2%
FANJ
158
Financial Architects (New Jersey)
New Jersey
$3K -$15K -1,000 -83%
SFS
159
Sowell Financial Services
Arkansas
$3K – – –
GWM
160
Geneos Wealth Management
Colorado
$3K – – –
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
CFA
162
Carroll Financial Associates
North Carolina
$1K – – –
PI
163
Putnam Investments
Massachusetts
– -$2.74M -200,785 Closed
AG
164
AlphaSimPlex Group
Massachusetts
– -$1.16M -84,748 Closed
Point72 Asset Management
165
Point72 Asset Management
Connecticut
– -$462K -33,862 Closed
DIM
166
DC Investments Management
Virginia
– -$328K -24,030 Closed
Group One Trading
167
Group One Trading
Illinois
– -$303K -22,200 Closed
CSS
168
Cubist Systematic Strategies
Connecticut
– -$207K -15,200 Closed
CIBC World Market
169
CIBC World Market
Ontario, Canada
– -$161K -11,830 Closed
CBA
170
Coastal Bridge Advisors
Connecticut
– -$149K -10,910 Closed
FCI
171
Financial Counselors Inc
Kansas
– -$143K -10,461 Closed
CAL
172
Capital Analysts LLC
Pennsylvania
– -$76K -5,600 Closed
LWA
173
Lenox Wealth Advisors
New York
– -$26K -1,897 Closed
QT
174
Quantamental Technologies
New York
– -$20K -1,500 Closed
TRCT
175
Tower Research Capital (TRC)
New York
– -$20K -1,455 Closed
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