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New Mountain Finance
NMFC

Overview Fund Activity

95 hedge funds and large institutions have $433M invested in New Mountain Finance in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 12 closing their positions.

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
2.53%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
13
Increased
33
Reduced
33
Closed
12
Calls
$567K
Puts
$212K
Net Calls
+$355K
Net Calls Change
+$1.35M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$74.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.5M
3
UBS Group
3
UBS Group
Switzerland
$17.4M
4
MC
4
Muzinich & Co
New York
$12.6M
5
WJA
5
Williams Jones & Associates
New York
$4.55M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$3.92M
2
AAM
2
Advisors Asset Management
Colorado
$27.9M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
State Street
5
State Street
Massachusetts
$648K
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$529K 36,225 -8,810 -20%
RVP
52
Relative Value Partners
Illinois
$484K 33,181 +1,724 +5%
EM
53
EnTrustPermal Management
New York
$482K 32,996 – –
ICAS
54
Investors Capital Advisory Services
Massachusetts
$425K 29,214 +4,421 +18%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$346K 23,673 +5,242 +28%
OC
56
Oppenheimer & Co
New York
$331K 22,656 -47 -0.2%
NL
57
NWAM LLC
Washington
$282K 19,300 -6,400 -25%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$278K 19,114 – –
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$258K 17,644 -575 -3%
SB
60
Suntrust Banks
Georgia
$248K 17,009 +367 +2%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$247K 16,900 -438 -3%
CCM
62
Context Capital Management
California
$245K 20,000 +20,000 New
EB
63
Eastern Bank
Massachusetts
$201K 13,800 – –
KCM
64
Kempner Capital Management
Texas
$181K 12,400 +700 +6%
DC
65
Deere & Company
Illinois
$179K 12,271 – –
LPL Financial
66
LPL Financial
California
$175K 12,038 +12,038 New
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$162K 11,082 -844 -7%
B
68
Baird
Wisconsin
$161K 11,054 +11,054 New
HI
69
Horizon Investments
North Carolina
$153K 10,451 +431 +4%
FFS
70
Founders Financial Securities
Maryland
$151K 10,370 +224 +2%
AW
71
ACG Wealth
Georgia
$146K 10,000 -1,000 -9%
Axa
72
Axa
France
$143K 9,818 -17,142 -64%
Bank of America
73
Bank of America
North Carolina
$122K 8,351 -3,208 -28%
WRM
74
Westport Resources Management
Connecticut
$118K 8,099 -4,948 -38%
GWM
75
Gupta Wealth Management
California
$99K 6,810 +6,810 New
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