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New Mountain Finance
NMFC

Overview Fund Activity

133 hedge funds and large institutions have $369M invested in New Mountain Finance in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 19 closing their positions.

Holders
133
Holders Change
-1
Holders Change %
-0.75%
% of All Funds
3.05%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
19
Increased
41
Reduced
40
Closed
19
Calls
$481K
Puts
$515K
Net Calls
-$34K
Net Calls Change
+$595K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$13.6M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$4.07M
3
C
3
Cliffwater
California
$7.32M
4
DCM
4
Dimension Capital Management
Florida
$8.45M
5
Millennium Management
5
Millennium Management
New York
$1.81M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$70.2M
2
AM
2
Ares Management
California
$11.2M
3
MC
3
Muzinich & Co
New York
$14.8M
4
UBS Group
4
UBS Group
Switzerland
$10.8M
5
Norges Bank
5
Norges Bank
Norway
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$70.2M 5,200,692 -761,949 -13%
RTS
2
Round Table Services
New Jersey
$23.9M 1,768,099 +45,385 +3%
LSV Asset Management
3
LSV Asset Management
Illinois
$21.1M 1,562,610 -10,500 -0.7%
PGH
4
Partners Group Holding
Switzerland
$14.9M 1,106,030 +62,404 +6%
MC
5
Muzinich & Co
New York
$14.8M 1,097,606 -385,556 -26%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$13.6M 1,003,704 +309,406 +45%
Morgan Stanley
7
Morgan Stanley
New York
$13M 963,774 -3,342 -0.3%
CIM
8
Confluence Investment Management
Missouri
$12.4M 916,914 +143 +0%
AM
9
Ares Management
California
$11.2M 831,319 -438,794 -35%
UBS Group
10
UBS Group
Switzerland
$10.8M 797,441 -146,563 -16%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$10.2M 755,000 +36,000 +5%
DCM
12
Dimension Capital Management
Florida
$8.45M 626,201 +92,099 +17%
PCM
13
Palisade Capital Management
New Jersey
$8.38M 620,564 -52,554 -8%
ACM
14
Advisors Capital Management
New Jersey
$7.94M 588,344 -9,216 -2%
C
15
Cliffwater
California
$7.32M 542,366 +236,968 +78%
GC
16
Guggenheim Capital
Illinois
$7.14M 528,950 -59,491 -10%
VanEck Associates
17
VanEck Associates
New York
$6.97M 515,934 +46,938 +10%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$6.2M 459,458 -9,000 -2%
AAM
19
Advisors Asset Management
Colorado
$5.69M 421,439 -18,120 -4%
CS
20
Credit Suisse
Switzerland
$5.5M 407,635 +15,627 +4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.6M 340,625 +7,048 +2%
BlackRock
22
BlackRock
New York
$4.44M 328,568 +20,566 +7%
PC
23
Polar Capital
United Kingdom
$4.19M 310,000 – –
Legal & General Group
24
Legal & General Group
United Kingdom
$4.1M 303,410 – –
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$4.07M 301,608 +301,608 New
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