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New Mountain Finance
NMFC

Overview Fund Activity

152 hedge funds and large institutions have $427M invested in New Mountain Finance in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 10 closing their positions.

Holders
152
Holders Change
+9
Holders Change %
+6.29%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
20
Increased
59
Reduced
39
Closed
10
Calls
–
Puts
$525K
Net Calls
-$525K
Net Calls Change
-$122K

Top Buyers

1
WJWM
1
Williams Jones Wealth Management
New York
$3.77M
2
AA
2
ALPS Advisors
Colorado
$3.95M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$21.1M
4
PI
4
Putnam Investments
Massachusetts
$2.74M
5
GIM
5
Guild Investment Management
California
$2.21M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$56.9M
2
WFI
2
West Family Investments
California
$1.84M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$29.5M
4
MC
4
Muzinich & Co
New York
$10.9M
5
UBS Group
5
UBS Group
Switzerland
$9.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$56.9M 4,177,695 -1,417,948 -25%
LSV Asset Management
2
LSV Asset Management
Illinois
$29.5M 2,162,300 -103,400 -5%
DCM
3
Dimension Capital Management
Florida
$22.2M 1,629,353 +58,601 +4%
RTS
4
Round Table Services
New Jersey
$22.1M 1,620,931 +87,147 +6%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$21.1M 1,546,054 +250,471 +19%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$17.5M 1,285,727 +99,860 +8%
PCM
7
Palisade Capital Management
New Jersey
$13.9M 1,017,987 +102,954 +11%
PGH
8
Partners Group Holding
Switzerland
$12.4M 908,506 +116,963 +15%
CIM
9
Confluence Investment Management
Missouri
$11.7M 860,135 -22,089 -3%
Morgan Stanley
10
Morgan Stanley
New York
$11.1M 815,220 -14,736 -2%
MC
11
Muzinich & Co
New York
$10.9M 799,639 -61,221 -7%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$10.8M 794,000 – –
C
13
Cliffwater
California
$9.97M 731,711 +41,757 +6%
ACM
14
Advisors Capital Management
New Jersey
$9.15M 671,121 +48,753 +8%
UBS Group
15
UBS Group
Switzerland
$9.07M 665,320 -42,519 -6%
VanEck Associates
16
VanEck Associates
New York
$8.89M 651,999 +70,547 +12%
Millennium Management
17
Millennium Management
New York
$6.79M 498,498 +60,676 +14%
CS
18
Credit Suisse
Switzerland
$6.33M 464,269 +52,443 +13%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$6.02M 441,655 -8,866 -2%
Legal & General Group
20
Legal & General Group
United Kingdom
$5.74M 421,266 +10,009 +2%
BlackRock
21
BlackRock
New York
$5.65M 414,608 +106,794 +35%
GC
22
Guggenheim Capital
Illinois
$4.76M 349,281 +953 +0.3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4.45M 326,201 +9,257 +3%
Two Sigma Investments
24
Two Sigma Investments
New York
$4.39M 321,999 +156,905 +95%
VEA
25
Virtus ETF Advisers
New York
$4.03M 295,769 +46,634 +19%
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