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New Mountain Finance
NMFC

Overview Fund Activity

121 hedge funds and large institutions have $422M invested in New Mountain Finance in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 42 reducing their positions, and 17 closing their positions.

Holders
121
Holders Change
-5
Holders Change %
-3.97%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
15
Increased
43
Reduced
42
Closed
17
Calls
$691K
Puts
$651K
Net Calls
+$40K
Net Calls Change
-$404K

Top Buyers

1
MC
1
Muzinich & Co
New York
$55.4M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$7.42M
3
Wells Fargo
3
Wells Fargo
California
$94.1M
4
AR
4
Advisory Research
Illinois
$8.49M
5
SMDAM
5
Sumitomo Mitsui DS Asset Management
Japan
$8.17M

Top Sellers

1
Aviva
1
Aviva
United Kingdom
$0
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$588K
4
UBS Group
4
UBS Group
Switzerland
$19.3M
5
AM
5
Ares Management
California
$9.43M
Name Market Value Shares Shares
Change 		Shares
Change %
OC
51
Oppenheimer & Co
New York
$645K 45,294 +33,041 +270%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$644K 45,200 +10,600 +31%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$588K 41,272 -130,908 -76%
Northern Trust
54
Northern Trust
Illinois
$555K 38,957 +1,529 +4%
PA
55
Perennial Advisors
New York
$540K 37,920 -8,515 -18%
Creative Planning
56
Creative Planning
Kansas
$511K 35,832 -3,616 -9%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$508K 36,013 +3,700 +11%
RIL
58
Rothschild Investment LLC
Illinois
$492K 34,544 – –
TG
59
TCW Group
California
$492K 34,500 – –
SGI
60
Summit Global Investments
Utah
$491K 34,437 +137 +0.4%
PP
61
PDT Partners
New York
$475K 33,301 -23,351 -41%
Tudor Investment Corp
62
Tudor Investment Corp
Connecticut
$442K 30,987 -5,862 -16%
BRF
63
B. Riley Financial
California
$428K 30,000 – –
AIM
64
Allen Investment Management
New York
$427K 29,949 -2,988 -9%
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$410K 28,751 – –
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$406K 28,456 +580 +2%
CIBC World Market
67
CIBC World Market
Ontario, Canada
$398K 27,930 -788 -3%
SGCA
68
Steel Grove Capital Advisors
Tennessee
$388K 27,194 +1,780 +7%
SCM
69
Shelton Capital Management
Colorado
$382K 26,800 +26,800 New
PI
70
PineBridge Investments
New York
$378K 26,504 +8,860 +50%
Bank of America
71
Bank of America
North Carolina
$287K 20,141 +3,919 +24%
LPL Financial
72
LPL Financial
California
$252K 17,655 -5,760 -25%
CAMG
73
CWA Asset Management Group
Florida
$251K 17,610 +260 +1%
BA
74
Bard Associates
Illinois
$242K 17,005 +600 +4%
EGA
75
Eagle Global Advisors
Texas
$240K 16,808 +1,900 +13%
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