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New Mountain Finance
NMFC

Overview Fund Activity

133 hedge funds and large institutions have $393M invested in New Mountain Finance in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 46 reducing their positions, and 20 closing their positions.

Holders
133
Holders Change
-6
Holders Change %
-4.32%
% of All Funds
3.05%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
14
Increased
39
Reduced
46
Closed
20
Calls
$256K
Puts
$712K
Net Calls
-$456K
Net Calls Change
-$177K

Top Buyers

1
AM
1
Ares Management
California
$15.3M
2
DCM
2
Dimension Capital Management
Florida
$5.63M
3
PGH
3
Partners Group Holding
Switzerland
$13.9M
4
Wells Fargo
4
Wells Fargo
California
$90.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$12.7M

Top Sellers

1
MC
1
Muzinich & Co
New York
$27M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$26.8M
3
UBS Group
3
UBS Group
Switzerland
$10.2M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$512K
5
Millennium Management
5
Millennium Management
New York
$3.97M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$90.8M 6,906,146 +204,404 +3%
MC
2
Muzinich & Co
New York
$27M 2,054,637 -784,459 -28%
LSV Asset Management
3
LSV Asset Management
Illinois
$26.8M 2,038,181 -394,945 -16%
RTS
4
Round Table Services
New Jersey
$20.1M 1,528,389 +184,493 +14%
AM
5
Ares Management
California
$15.3M 1,162,699 +501,141 +76%
PGH
6
Partners Group Holding
Switzerland
$13.9M 1,058,065 +349,714 +49%
Morgan Stanley
7
Morgan Stanley
New York
$12.7M 964,377 +190,720 +25%
CIM
8
Confluence Investment Management
Missouri
$12.1M 920,347 +916 +0.1%
UBS Group
9
UBS Group
Switzerland
$10.2M 772,601 -393,477 -34%
PCM
10
Palisade Capital Management
New Jersey
$9.64M 733,234 +105,782 +17%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$9.46M 719,000 +117,000 +19%
GC
12
Guggenheim Capital
Illinois
$9.14M 695,298 -143,481 -17%
ACM
13
Advisors Capital Management
New Jersey
$8.22M 624,913 +15,602 +3%
CS
14
Credit Suisse
Switzerland
$7.24M 550,268 +114,145 +26%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$6.54M 496,997 -22,535 -4%
VanEck Associates
16
VanEck Associates
New York
$5.76M 437,671 -48,822 -10%
DCM
17
Dimension Capital Management
Florida
$5.63M 427,731 +427,731 New
AAM
18
Advisors Asset Management
Colorado
$5.12M 404,372 +4,282 +1%
BlackRock
19
BlackRock
New York
$5M 380,110 -58,287 -13%
AR
20
Advisory Research
Illinois
$4.85M 368,412 -134,247 -27%
WJA
21
Williams Jones & Associates
New York
$4.55M 345,625 -88,350 -20%
SMDAM
22
Sumitomo Mitsui DS Asset Management
Japan
$4.54M 345,149 -135,076 -28%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4.43M 336,755 -50,860 -13%
PC
24
Polar Capital
United Kingdom
$4.08M 310,000 +35,000 +13%
Invesco
25
Invesco
Georgia
$3.99M 303,067 -42,572 -12%
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