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New Mountain Finance
NMFC

Overview Fund Activity

134 hedge funds and large institutions have $379M invested in New Mountain Finance in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 17 closing their positions.

Holders
134
Holders Change
+1
Holders Change %
+0.75%
% of All Funds
3.07%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
18
Increased
33
Reduced
48
Closed
17
Calls
$277K
Puts
$906K
Net Calls
-$629K
Net Calls Change
-$173K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$9.44M
2
RTS
2
Round Table Services
New Jersey
$23.4M
3
UBS Group
3
UBS Group
Switzerland
$12.8M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$2.02M
5
AM
5
Ares Management
California
$17.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$81.1M
2
MC
2
Muzinich & Co
New York
$20.2M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$21.4M
4
Millennium Management
4
Millennium Management
New York
$777K
5
CS
5
Credit Suisse
Switzerland
$5.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital Fund Management (CFM)
51
Capital Fund Management (CFM)
France
$630K -$39.4K -2,900 -6%
OC
52
Oppenheimer & Co
New York
$621K -$6.86K -504 -1%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$619K – – –
Bank of America
54
Bank of America
North Carolina
$617K -$2.88K -212 -0.5%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$540K +$181K +13,279 +50%
AIM
56
Allen Investment Management
New York
$538K +$350K +25,763 +187%
NFA
57
Nuveen Fund Advisors
Illinois
$534K -$48.1K -3,536 -8%
DIM
58
DC Investments Management
Virginia
$534K -$41.4K -3,046 -7%
PA
59
Perennial Advisors
New York
$522K – – –
RIL
60
Rothschild Investment LLC
Illinois
$456K – – –
PI
61
PineBridge Investments
New York
$455K -$3.23K -238 -0.7%
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$422K – – –
BRF
63
B. Riley Financial
California
$408K – – –
Northern Trust
64
Northern Trust
Illinois
$399K -$98.3K -7,218 -20%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$392K +$392K +28,800 New
SGCA
66
Steel Grove Capital Advisors
Tennessee
$391K +$7.27K +535 +2%
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$366K +$162K +11,879 +79%
SCM
68
Shelton Capital Management
Colorado
$364K – – –
TC
69
Telemus Capital
Michigan
$354K – – –
HighTower Advisors
70
HighTower Advisors
Illinois
$338K -$89.9K -6,648 -21%
EGA
71
Eagle Global Advisors
Texas
$336K – – –
Creative Planning
72
Creative Planning
Kansas
$321K -$251K -18,430 -44%
LPL Financial
73
LPL Financial
California
$310K -$35.3K -2,600 -10%
CIBC World Market
74
CIBC World Market
Ontario, Canada
$307K -$22.9K -1,680 -7%
OAM
75
Oxford Asset Management
United Kingdom
$294K +$144K +10,645 +97%
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