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New Mountain Finance
NMFC

Overview Fund Activity

134 hedge funds and large institutions have $379M invested in New Mountain Finance in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 17 closing their positions.

Holders
134
Holders Change
+1
Holders Change %
+0.75%
% of All Funds
3.07%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
18
Increased
33
Reduced
48
Closed
17
Calls
$277K
Puts
$906K
Net Calls
-$629K
Net Calls Change
-$173K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$9.44M
2
RTS
2
Round Table Services
New Jersey
$23.4M
3
UBS Group
3
UBS Group
Switzerland
$12.8M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$2.02M
5
AM
5
Ares Management
California
$17.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$81.1M
2
MC
2
Muzinich & Co
New York
$20.2M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$21.4M
4
Millennium Management
4
Millennium Management
New York
$777K
5
CS
5
Credit Suisse
Switzerland
$5.33M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$81.1M 5,962,641 -943,505 -14%
RTS
2
Round Table Services
New Jersey
$23.4M 1,722,714 +194,325 +13%
LSV Asset Management
3
LSV Asset Management
Illinois
$21.4M 1,573,110 -465,071 -23%
MC
4
Muzinich & Co
New York
$20.2M 1,483,162 -571,475 -28%
AM
5
Ares Management
California
$17.3M 1,270,113 +107,414 +9%
PGH
6
Partners Group Holding
Switzerland
$14.2M 1,043,626 -14,439 -1%
Morgan Stanley
7
Morgan Stanley
New York
$13.2M 967,116 +2,739 +0.3%
UBS Group
8
UBS Group
Switzerland
$12.8M 944,004 +171,403 +22%
CIM
9
Confluence Investment Management
Missouri
$12.5M 916,771 -3,576 -0.4%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$9.78M 719,000 – –
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$9.44M 694,298 +621,510 +854%
PCM
12
Palisade Capital Management
New Jersey
$9.15M 673,118 -60,116 -8%
ACM
13
Advisors Capital Management
New Jersey
$8.13M 597,560 -27,353 -4%
GC
14
Guggenheim Capital
Illinois
$8M 588,441 -106,857 -15%
DCM
15
Dimension Capital Management
Florida
$7.26M 534,102 +106,371 +25%
VanEck Associates
16
VanEck Associates
New York
$6.38M 468,996 +31,325 +7%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$6.37M 468,458 -28,539 -6%
AAM
18
Advisors Asset Management
Colorado
$5.98M 439,559 +35,187 +9%
CS
19
Credit Suisse
Switzerland
$5.33M 392,008 -158,260 -29%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.54M 333,577 -3,178 -0.9%
BlackRock
21
BlackRock
New York
$4.19M 308,002 -72,108 -19%
C
22
Cliffwater
California
$4.15M 305,398 +4,626 +2%
Legal & General Group
23
Legal & General Group
United Kingdom
$4.13M 303,410 +28,667 +10%
AR
24
Advisory Research
Illinois
$3.81M 280,474 -87,938 -24%
WJA
25
Williams Jones & Associates
New York
$3.76M 276,125 -69,500 -20%
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