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New Mountain Finance
NMFC

Overview Fund Activity

124 hedge funds and large institutions have $320M invested in New Mountain Finance in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 46 reducing their positions, and 22 closing their positions.

Holders
124
Holders Change
-12
Holders Change %
-8.82%
% of All Funds
2.51%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
10
Increased
45
Reduced
46
Closed
22
Calls
$1.67M
Puts
$852K
Net Calls
+$818K
Net Calls Change
+$342K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.8M
2
C
2
Cliffwater
California
$15.9M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$12.3M
4
Invesco
4
Invesco
Georgia
$10.3M
5
Wells Fargo
5
Wells Fargo
California
$34.2M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$241K
2
WFI
2
West Family Investments
California
$0
3
WJWM
3
Williams Jones Wealth Management
New York
$445K
4
KCM
4
Kennedy Capital Management
Missouri
$331K
5
DCM
5
Dimension Capital Management
Florida
$20.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$34.2M 3,580,931 +122,639 +4%
RTS
2
Round Table Services
New Jersey
$25.7M 2,693,325 -33,038 -1%
DCM
3
Dimension Capital Management
Florida
$20.8M 2,175,263 -53,448 -2%
LSV Asset Management
4
LSV Asset Management
Illinois
$20.3M 2,122,300 +50,873 +2%
Morgan Stanley
5
Morgan Stanley
New York
$16.8M 1,759,598 +323,018 +22%
C
6
Cliffwater
California
$15.9M 1,666,326 +295,269 +22%
HighTower Advisors
7
HighTower Advisors
Illinois
$15.4M 1,608,456 +79,980 +5%
SCIM
8
Spring Creek Investment Management
Pennsylvania
$13.7M 1,433,000 – –
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$12.3M 1,288,554 +243,868 +23%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$12M 1,255,818 -36,356 -3%
Invesco
11
Invesco
Georgia
$10.3M 1,074,873 +131,718 +14%
VanEck Associates
12
VanEck Associates
New York
$9M 941,298 -34,256 -4%
MC
13
Muzinich & Co
New York
$7.95M 832,048 +31,299 +4%
PCM
14
Palisade Capital Management
New Jersey
$7.94M 830,598 +5,604 +0.7%
Sumitomo Mitsui Trust Group
15
Sumitomo Mitsui Trust Group
Japan
$7.84M 820,506 +31,299 +4%
ACM
16
Advisors Capital Management
New Jersey
$6.66M 696,321 -52,063 -7%
Legal & General Group
17
Legal & General Group
United Kingdom
$6.48M 678,267 +31,297 +5%
CIC
18
Chilton Investment Company
Connecticut
$5.23M 546,999 +39,557 +8%
CIM
19
Confluence Investment Management
Missouri
$4.99M 522,183 +238 +0%
BlackRock
20
BlackRock
New York
$4.52M 472,282 -42,088 -8%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$4.28M 448,074 -1,200 -0.3%
GC
22
Guggenheim Capital
Illinois
$3.05M 319,225 -21,248 -6%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.68M 280,867 +53,877 +24%
POIA
24
Pin Oak Investment Advisors
Texas
$2.59M 271,035 +11,990 +5%
LPL Financial
25
LPL Financial
California
$2.49M 260,635 -1,691 -0.6%
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