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New Mountain Finance
NMFC

Overview Fund Activity

165 hedge funds and large institutions have $492M invested in New Mountain Finance in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 30 reducing their positions, and 21 closing their positions.

Holders
165
Holders Change
+13
Holders Change %
+8.55%
% of All Funds
3.26%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
34
Increased
65
Reduced
30
Closed
21
Calls
$597K
Puts
$82K
Net Calls
+$515K
Net Calls Change
+$1.04M

Top Buyers

1
Invesco
1
Invesco
Georgia
$11.9M
2
DCM
2
Dimension Capital Management
Florida
$30.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$27.1M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.89M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$21.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$52.8M
2
PI
2
Putnam Investments
Massachusetts
$0
3
PC
3
Polar Capital
United Kingdom
$1.52M
4
KCM
4
Kennedy Capital Management
Missouri
$1.62M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.86M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$52.8M 3,842,778 -334,917 -8%
DCM
2
Dimension Capital Management
Florida
$30.9M 2,245,779 +616,426 +38%
LSV Asset Management
3
LSV Asset Management
Illinois
$29.7M 2,158,400 -3,900 -0.2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$27.1M 1,974,688 +428,634 +28%
RTS
5
Round Table Services
New Jersey
$23.2M 1,691,268 +70,337 +4%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$21.5M 1,566,396 +280,669 +22%
PCM
7
Palisade Capital Management
New Jersey
$15.2M 1,102,919 +84,932 +8%
Morgan Stanley
8
Morgan Stanley
New York
$14.3M 1,043,477 +228,257 +28%
PGH
9
Partners Group Holding
Switzerland
$14.3M 1,037,116 +128,610 +14%
CIM
10
Confluence Investment Management
Missouri
$12.3M 882,224 +22,089 +3%
Invesco
11
Invesco
Georgia
$11.9M 867,429 +693,545 +399%
VanEck Associates
12
VanEck Associates
New York
$11.5M 838,975 +186,976 +29%
C
13
Cliffwater
California
$11.5M 837,881 +106,170 +15%
UBS Group
14
UBS Group
Switzerland
$11.1M 805,394 +140,074 +21%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$10.9M 794,000 – –
MC
16
Muzinich & Co
New York
$10.5M 762,711 -36,928 -5%
Millennium Management
17
Millennium Management
New York
$10.1M 733,428 +234,930 +47%
ACM
18
Advisors Capital Management
New Jersey
$9.92M 722,269 +51,148 +8%
CS
19
Credit Suisse
Switzerland
$7.41M 539,609 +75,340 +16%
Legal & General Group
20
Legal & General Group
United Kingdom
$7.01M 509,902 +88,636 +21%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$6.59M 479,949 +38,294 +9%
BlackRock
22
BlackRock
New York
$5.94M 432,263 +17,655 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
23
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.89M 356,200 +356,200 New
GC
24
Guggenheim Capital
Illinois
$4.71M 342,866 -6,415 -2%
VEA
25
Virtus ETF Advisers
New York
$4.56M 331,581 +35,812 +12%
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