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New Mountain Finance
NMFC

Overview Fund Activity

89 hedge funds and large institutions have $290M invested in New Mountain Finance in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 18 reducing their positions, and 12 closing their positions.

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
16
Increased
46
Reduced
18
Closed
12
Calls
$1.96M
Puts
$599K
Net Calls
+$1.36M
Net Calls Change
+$792K

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$4.38M
2
BFA
2
BlackRock Fund Advisors
California
$15.3M
3
AAM
3
Advisors Asset Management
Colorado
$15.6M
4
U
4
UBS
Switzerland
$9.89M
5
RTS
5
Round Table Services
New Jersey
$6.33M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$12M
2
Wells Fargo
2
Wells Fargo
California
$2.14M
3
MCA
3
Mendon Capital Advisors
Florida
$0
4
DCM
4
Dialectic Capital Management
Connecticut
$1.08M
5
PI
5
Putnam Investments
Massachusetts
$2.65M
Name Market Value Shares Shares
Change 		Shares
Change %
PI
26
Putnam Investments
Massachusetts
$2.65M 183,622 -87,042 -32%
TCIM
27
TIAA CREF Investment Management
New York
$2.48M 172,166 +44,477 +35%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$2.17M 150,856 +31,395 +26%
Wells Fargo
29
Wells Fargo
California
$2.14M 148,246 -155,947 -51%
GT
30
Glenmede Trust
Pennsylvania
$2M 138,545 +38,234 +38%
BIM
31
BlackRock Investment Management
Delaware
$1.88M 130,351 +23,409 +22%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$1.81M 125,682 +30,930 +33%
TC
33
TFS Capital
Pennsylvania
$1.47M 102,070 +71,079 +229%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$1.36M 94,369 +1,043 +1%
AQR Capital Management
35
AQR Capital Management
Connecticut
$1.14M 79,001 +51,880 +191%
Deutsche Bank
36
Deutsche Bank
Germany
$1.13M 78,405 +26,644 +51%
DCM
37
Dialectic Capital Management
Connecticut
$1.08M 75,000 -100,000 -57%
NFA
38
Nationwide Fund Advisors
Ohio
$1.07M 74,202 -17,215 -19%
Comerica Bank
39
Comerica Bank
Texas
$1.02M 70,690 -379 -0.5%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$971K 67,368 +12,782 +23%
VFS
41
VSR Financial Services
Kansas
$921K 63,925 +275 +0.4%
Two Sigma Investments
42
Two Sigma Investments
New York
$921K 63,945 +63,945 New
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$918K 63,654 +22,800 +56%
EM
44
EnTrustPermal Management
New York
$906K 62,823 +62,823 New
AllianceBernstein
45
AllianceBernstein
Tennessee
$776K 53,851 +9,355 +21%
Wellington Management Group
46
Wellington Management Group
Massachusetts
$769K 53,365 +53,365 New
Charles Schwab
47
Charles Schwab
California
$768K 53,200 +8,500 +19%
NCCM
48
Nine Chapters Capital Management
New Jersey
$736K 51,100 -8,400 -14%
Millennium Management
49
Millennium Management
New York
$722K 50,079 +50,079 New
FNYS
50
First New York Securities
New York
$721K 50,000 – –
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