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New Mountain Finance
NMFC

Overview Fund Activity

87 hedge funds and large institutions have $357M invested in New Mountain Finance in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 37 reducing their positions, and 29 closing their positions.

Holders
87
Holders Change
-19
Holders Change %
-17.92%
% of All Funds
2.53%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
10
Increased
28
Reduced
37
Closed
29
Calls
$369K
Puts
$3.18M
Net Calls
-$2.81M
Net Calls Change
-$3.41M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$35.2M
2
SBK
2
Steven B. Klinsky
$45.3M
3
AAM
3
Advisors Asset Management
Colorado
$25.9M
4
RTS
4
Round Table Services
New Jersey
$13.9M
5
ACM
5
Advisors Capital Management
New Jersey
$7.17M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$6.81M
2
Northern Trust
2
Northern Trust
Illinois
$737K
3
U
3
UBS
Switzerland
$12.6M
4
Deutsche Bank
4
Deutsche Bank
Germany
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$8.25M
Name Market Value Shares Shares
Change 		Shares
Change %
BRWM
76
B. Riley Wealth Management
Tennessee
$148K 10,100 – –
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$95K 6,500 +5,310 +446%
OIA
78
Optimum Investment Advisors
Illinois
$46K 3,057 +840 +38%
Creative Planning
79
Creative Planning
Kansas
$42K 2,830 +2,630 +1,315%
Citigroup
80
Citigroup
New York
$16K 1,104 -1,011 -48%
GSC
81
Ground Swell Capital
South Carolina
$12K 843 +843 New
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$7K 480 – –
NFG
83
Next Financial Group
Texas
$7K 500 +500 New
PSI
84
Pinnacle Summer Investments
Virginia
$7K 500 +500 New
TRCT
85
Tower Research Capital (TRC)
New York
$2K 117 -549 -82%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$2K 160 – –
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19 1,314 +77 +6%
Deutsche Bank
88
Deutsche Bank
Germany
– – -251,416 Closed
PP
89
Paloma Partners
Connecticut
– – -206,262 Closed
COPPSERS
90
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– – -139,876 Closed
LP
91
LMR Partners
United Kingdom
– – -134,766 Closed
DCM
92
Dialectic Capital Management
Connecticut
– – -90,000 Closed
KSCM
93
Kamunting Street Capital Management
Florida
– – -75,000 Closed
Prudential Financial
94
Prudential Financial
New Jersey
– – -59,100 Closed
BIG
95
Blackthorn Investment Group
Kansas
– – -56,169 Closed
BCMU
96
BlueCrest Capital Management (UK)
Guernsey
– – -51,370 Closed
Jane Street
97
Jane Street
New York
– – -40,843 Closed
SFM
98
Soros Fund Management
New York
– – -39,800 Closed
Two Sigma Advisers
99
Two Sigma Advisers
New York
– – -37,554 Closed
AGM
100
Alpine Global Management
New York
– – -28,144 Closed
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