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New Mountain Finance
NMFC

Overview Fund Activity

110 hedge funds and large institutions have $349M invested in New Mountain Finance in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
110
Holders Change
+21
Holders Change %
+23.6%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
27
Increased
48
Reduced
25
Closed
6
Calls
$1.6M
Puts
$256K
Net Calls
+$1.35M
Net Calls Change
-$12K

Top Buyers

1
LCP
1
Lombardia Capital Partners
California
$14.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.8M
3
BFA
3
BlackRock Fund Advisors
California
$18.8M
4
TC
4
TFS Capital
Pennsylvania
$4.25M
5
Wells Fargo
5
Wells Fargo
California
$4.48M

Top Sellers

1
RTS
1
Round Table Services
New Jersey
$1.66M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$421K
3
PI
3
Putnam Investments
Massachusetts
$0
4
KCM
4
Kennedy Capital Management
Missouri
$8.02M
5
WJA
5
Williams Jones & Associates
New York
$2.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
26
BlackRock Group
United Kingdom
$3.14M +$33.8K +2,246 +1%
TCIM
27
TIAA CREF Investment Management
New York
$2.89M +$295K +19,638 +11%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$2.81M +$920K +61,189 +49%
GT
29
Glenmede Trust
Pennsylvania
$2.52M +$437K +29,027 +21%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$2.5M +$227K +15,113 +10%
WJA
31
Williams Jones & Associates
New York
$2.38M -$1.54M -102,250 -39%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$2.31M +$1.59M +105,607 +221%
NCCM
33
Nine Chapters Capital Management
New Jersey
$2.29M +$1.52M +101,300 +198%
BIM
34
BlackRock Investment Management
Delaware
$2.28M +$314K +20,897 +16%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$1.7M +$1.7M +112,853 New
RTS
36
Round Table Services
New Jersey
$1.66M -$4.94M -328,407 -75%
ACM
37
Advisors Capital Management
New Jersey
$1.51M +$1.51M +100,095 New
SMDAM
38
Sumitomo Mitsui DS Asset Management
Japan
$1.46M +$1.46M +97,170 New
AR
39
Advisory Research
Illinois
$1.46M +$1.46M +97,170 New
Nuveen Asset Management
40
Nuveen Asset Management
Illinois
$1.35M -$71.6K -4,762 -5%
Principal Financial Group
41
Principal Financial Group
Iowa
$1.33M +$1.17M +77,649 +745%
Two Sigma Investments
42
Two Sigma Investments
New York
$1.32M +$359K +23,875 +37%
Millennium Management
43
Millennium Management
New York
$1.29M +$533K +35,401 +71%
Barclays
44
Barclays
United Kingdom
$1.27M +$1.05M +70,207 +498%
HighTower Advisors
45
HighTower Advisors
Illinois
$1.23M +$1.23M +82,057 New
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$1.23M +$217K +14,400 +21%
EM
47
EnTrustPermal Management
New York
$1.18M +$232K +15,428 +25%
Prudential Financial
48
Prudential Financial
New Jersey
$1.13M +$721K +47,900 +175%
Comerica Bank
49
Comerica Bank
Texas
$1.05M -$17.3K -1,150 -2%
Charles Schwab
50
Charles Schwab
California
$986K +$185K +12,300 +23%
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