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New Mountain Finance
NMFC

Overview Fund Activity

138 hedge funds and large institutions have $386M invested in New Mountain Finance in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
138
Holders Change
+11
Holders Change %
+8.66%
% of All Funds
2.99%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
22
Increased
52
Reduced
36
Closed
11
Calls
$221K
Puts
$712K
Net Calls
-$491K
Net Calls Change
-$696K

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$15.5M
2
Wells Fargo
2
Wells Fargo
California
$79.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.2M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$31.5M
5
DCM
5
Dimension Capital Management
Florida
$14.9M

Top Sellers

1
AM
1
Ares Management
California
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
C
3
Cliffwater
California
$8.5M
4
SCM
4
Shelton Capital Management
Colorado
$26.8K
5
PGH
5
Partners Group Holding
Switzerland
$11.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$79.5M 5,858,146 +585,701 +11%
LSV Asset Management
2
LSV Asset Management
Illinois
$31.5M 2,323,600 +258,429 +13%
RTS
3
Round Table Services
New Jersey
$19.8M 1,461,834 +1,170 +0.1%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$17.2M 1,268,238 +260,553 +26%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$15.5M 1,145,768 +988,122 +627%
DCM
6
Dimension Capital Management
Florida
$14.9M 1,095,123 +250,492 +30%
CIM
7
Confluence Investment Management
Missouri
$12.6M 924,957 +6,603 +0.7%
Morgan Stanley
8
Morgan Stanley
New York
$11.8M 868,356 -115,635 -12%
PGH
9
Partners Group Holding
Switzerland
$11.6M 857,805 -118,125 -12%
PCM
10
Palisade Capital Management
New Jersey
$10.5M 776,885 +135,299 +21%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$10.2M 755,000 – –
UBS Group
12
UBS Group
Switzerland
$9.14M 673,629 +154,314 +30%
C
13
Cliffwater
California
$8.5M 626,417 -145,663 -19%
ACM
14
Advisors Capital Management
New Jersey
$8.05M 588,755 +16,216 +3%
VanEck Associates
15
VanEck Associates
New York
$7.71M 568,372 +59,513 +12%
CS
16
Credit Suisse
Switzerland
$6.43M 473,670 -16,596 -3%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$6.1M 449,652 – –
Legal & General Group
18
Legal & General Group
United Kingdom
$5.22M 383,983 +35,695 +10%
GC
19
Guggenheim Capital
Illinois
$4.93M 363,608 -32,609 -8%
BlackRock
20
BlackRock
New York
$4.41M 325,100 +12,970 +4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.28M 315,603 -4,129 -1%
PC
22
Polar Capital
United Kingdom
$4.21M 310,000 – –
AAM
23
Advisors Asset Management
Colorado
$4.12M 303,486 -72,116 -19%
WFI
24
West Family Investments
California
$3.74M 275,939 – –
WJA
25
Williams Jones & Associates
New York
$3.56M 261,975 +2,000 +0.8%
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