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New Mountain Finance
NMFC

Overview Fund Activity

109 hedge funds and large institutions have $314M invested in New Mountain Finance in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
11
Increased
35
Reduced
44
Closed
9
Calls
$222K
Puts
$159K
Net Calls
+$63K
Net Calls Change
+$238K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$75.1M
2
AM
2
Ares Management
California
$4.2M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$5.17M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$2.88M
5
Brown Advisory
5
Brown Advisory
Maryland
$1.55M

Top Sellers

1
Aviva
1
Aviva
United Kingdom
$16M
2
Ameriprise
2
Ameriprise
Minnesota
$474K
3
AAM
3
Advisors Asset Management
Colorado
$10.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.65M
5
LCP
5
Lombardia Capital Partners
California
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$624K +$142K +10,981 +29%
Citadel Advisors
52
Citadel Advisors
Florida
$568K -$1.17M -90,823 -67%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$550K +$1.16K +90 +0.2%
State Street
54
State Street
Massachusetts
$545K -$24.8K -1,928 -4%
YCM
55
Yakira Capital Management
Connecticut
$493K – – –
AIM
56
Allen Investment Management
New York
$482K -$22.9K -1,776 -5%
RIL
57
Rothschild Investment LLC
Illinois
$481K +$25.8K +2,000 +6%
Ameriprise
58
Ameriprise
Minnesota
$474K -$7.2M -558,077 -94%
Stifel Financial
59
Stifel Financial
Missouri
$472K +$472K +36,611 New
Citigroup
60
Citigroup
New York
$380K -$3.05K -237 -0.8%
HI
61
Horizon Investments
North Carolina
$375K -$4.65K -361 -1%
FFS
62
Founders Financial Securities
Maryland
$372K -$5.83K -452 -2%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$358K -$1.11K -86 -0.3%
First Trust Advisors
64
First Trust Advisors
Illinois
$342K +$342K +26,521 New
CIBC World Market
65
CIBC World Market
Ontario, Canada
$321K -$33.7K -2,612 -10%
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$317K +$61.3K +4,735 +24%
CG
67
Clinton Group
New York
$292K +$114K +8,810 +64%
OC
68
Oppenheimer & Co
New York
$287K -$12.1K -935 -4%
PAM
69
Princeton Alpha Management
New Jersey
$272K -$210K -16,313 -44%
TI
70
Trexquant Investment
Connecticut
$270K +$2.58K +200 +1%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$262K -$14.3K -1,109 -5%
ICAS
72
Investors Capital Advisory Services
Massachusetts
$257K -$12.8K -995 -5%
Tudor Investment Corp
73
Tudor Investment Corp
Connecticut
$253K -$10.6K -820 -4%
CAMG
74
CWA Asset Management Group
Florida
$237K -$4.83K -375 -2%
LPL Financial
75
LPL Financial
California
$231K -$242K -18,518 -51%
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