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New Mountain Finance
NMFC

Overview Fund Activity

110 hedge funds and large institutions have $364M invested in New Mountain Finance in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
–
Holders Change %
0%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
20
Increased
53
Reduced
29
Closed
17
Calls
$1.28M
Puts
$22K
Net Calls
+$1.26M
Net Calls Change
-$92K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$10.9M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$17.1M
3
U
3
UBS
Switzerland
$12.9M
4
ACM
4
Advisors Capital Management
New Jersey
$4.81M
5
RTS
5
Round Table Services
New Jersey
$4.89M

Top Sellers

1
TC
1
TFS Capital
Pennsylvania
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.46M
3
Ameriprise
3
Ameriprise
Minnesota
$34.7M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$389K
5
Barclays
5
Barclays
United Kingdom
$132K
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
26
AQR Capital Management
Connecticut
$3.6M +$364K +25,000 +11%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$3.04M +$622K +42,777 +26%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$3.03M +$309K +21,211 +11%
TCIM
29
TIAA CREF Investment Management
New York
$2.9M +$111K +7,620 +4%
Invesco
30
Invesco
Georgia
$2.61M -$893K -61,350 -25%
Vanguard Group
31
Vanguard Group
Pennsylvania
$2.46M -$3.89M -267,259 -61%
GT
32
Glenmede Trust
Pennsylvania
$2.45M +$13.5K +930 +0.6%
BIM
33
BlackRock Investment Management
Delaware
$2.39M +$192K +13,180 +9%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$1.83M +$189K +12,995 +12%
GC
35
Guggenheim Capital
Illinois
$1.64M +$739K +50,764 +82%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$1.6M +$291K +20,000 +22%
NCCM
37
Nine Chapters Capital Management
New Jersey
$1.44M -$781K -53,700 -35%
Principal Financial Group
38
Principal Financial Group
Iowa
$1.3M +$19.6K +1,348 +2%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$1.26M +$74.2K +5,100 +6%
EM
40
EnTrustPermal Management
New York
$1.14M – – –
Prudential Financial
41
Prudential Financial
New Jersey
$1.14M +$42.2K +2,900 +4%
AR
42
Advisory Research
Illinois
$1.12M -$297K -20,434 -21%
SMDAM
43
Sumitomo Mitsui DS Asset Management
Japan
$1.12M -$297K -20,434 -21%
AIG
44
American International Group
New York
$1.07M +$638K +43,867 +146%
Charles Schwab
45
Charles Schwab
California
$1.05M +$97.5K +6,700 +10%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.05M -$145K -9,996 -12%
Comerica Bank
47
Comerica Bank
Texas
$1.02M +$3.55K +244 +0.4%
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$1M +$1M +68,620 New
TA
49
Teachers Advisors
New York
$998K +$208K +14,300 +26%
SCM
50
Sterling Capital Management
North Carolina
$994K +$994K +68,310 New
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