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New Mountain Finance
NMFC

Overview Fund Activity

127 hedge funds and large institutions have $342M invested in New Mountain Finance in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 21 closing their positions.

Holders
127
Holders Change
-6
Holders Change %
-4.51%
% of All Funds
2.83%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
16
Increased
44
Reduced
43
Closed
21
Calls
$239K
Puts
$34K
Net Calls
+$205K
Net Calls Change
+$239K

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$26M
2
C
2
Cliffwater
California
$9.71M
3
DCM
3
Dimension Capital Management
Florida
$10.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.34M
5
BCM
5
Beck Capital Management
Texas
$1.08M

Top Sellers

1
RTS
1
Round Table Services
New Jersey
$18.4M
2
UBS Group
2
UBS Group
Switzerland
$6.53M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$1.98M
4
GC
4
Guggenheim Capital
Illinois
$4.98M
5
PGH
5
Partners Group Holding
Switzerland
$12.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$66.3M 5,272,445 +71,753 +1%
LSV Asset Management
2
LSV Asset Management
Illinois
$26M 2,065,171 +502,561 +32%
RTS
3
Round Table Services
New Jersey
$18.4M 1,460,664 -307,435 -17%
MC
4
Muzinich & Co
New York
$13.3M 1,053,888 -43,718 -4%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$12.7M 1,007,685 +3,981 +0.4%
Morgan Stanley
6
Morgan Stanley
New York
$12.4M 983,991 +20,217 +2%
PGH
7
Partners Group Holding
Switzerland
$12.3M 975,930 -130,100 -12%
CIM
8
Confluence Investment Management
Missouri
$11.6M 918,354 +1,440 +0.2%
DCM
9
Dimension Capital Management
Florida
$10.4M 844,631 +218,430 +35%
C
10
Cliffwater
California
$9.71M 772,080 +229,714 +42%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$9.5M 755,000 – –
AM
12
Ares Management
California
$8.83M 701,539 -129,780 -16%
PCM
13
Palisade Capital Management
New Jersey
$8.07M 641,586 +21,022 +3%
ACM
14
Advisors Capital Management
New Jersey
$7.2M 572,539 -15,805 -3%
UBS Group
15
UBS Group
Switzerland
$6.53M 519,315 -278,126 -35%
VanEck Associates
16
VanEck Associates
New York
$6.4M 508,859 -7,075 -1%
CS
17
Credit Suisse
Switzerland
$6.17M 490,266 +82,631 +20%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$5.66M 449,652 -9,806 -2%
GC
19
Guggenheim Capital
Illinois
$4.98M 396,217 -132,733 -25%
AAM
20
Advisors Asset Management
Colorado
$4.73M 375,602 -45,837 -11%
Legal & General Group
21
Legal & General Group
United Kingdom
$4.39M 348,288 +44,878 +15%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.02M 319,732 -20,893 -6%
BlackRock
23
BlackRock
New York
$3.93M 312,130 -16,438 -5%
PC
24
Polar Capital
United Kingdom
$3.9M 310,000 – –
WFI
25
West Family Investments
California
$3.47M 275,939 – –
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