NMFC icon

New Mountain Finance
NMFC

Overview Fund Activity

94 hedge funds and large institutions have $422M invested in New Mountain Finance in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
94
Holders Change
+7
Holders Change %
+8.05%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
18
Increased
39
Reduced
25
Closed
9
Calls
$804K
Puts
$1.8M
Net Calls
-$999K
Net Calls Change
+$1.81M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$54.6M
2
Aviva
2
Aviva
United Kingdom
$20M
3
UBS Group
3
UBS Group
Switzerland
$15M
4
MC
4
Muzinich & Co
New York
$11.3M
5
LCP
5
Lombardia Capital Partners
California
$24.8M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$0
2
Axa
2
Axa
France
$403K
3
NCCM
3
Nine Chapters Capital Management
New Jersey
$910K
4
Norges Bank
4
Norges Bank
Norway
$5.81M
5
SCM
5
Sterling Capital Management
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FFS
76
Founders Financial Securities
Maryland
$152K 10,146 +10,146 New
HI
77
Horizon Investments
North Carolina
$150K 10,020 +10,020 New
BRWM
78
B. Riley Wealth Management
Tennessee
$106K 7,100 -3,000 -30%
CPIG
79
Chicago Partners Investment Group
Illinois
$78K 5,240 +5,240 New
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$73K 4,850 -1,650 -25%
US Bancorp
81
US Bancorp
Minnesota
$72K 4,800 +4,800 New
PI
82
PineBridge Investments
New York
$58K 3,876 +3,876 New
CCA
83
Catalyst Capital Advisors
New York
$48K 3,240 +3,240 New
OIA
84
Optimum Investment Advisors
Illinois
$46K 3,057 – –
Creative Planning
85
Creative Planning
Kansas
$37K 2,480 -350 -12%
Citadel Advisors
86
Citadel Advisors
Florida
$29K 1,959 -62,915 -97%
Citigroup
87
Citigroup
New York
$16K 1,090 -14 -1%
JC
88
JBF Capital
Colorado
$15K 1,000 +1,000 New
FMP
89
Financial Management Professionals
Texas
$12K 830 +830 New
PSI
90
Pinnacle Summer Investments
Virginia
$7K 500 – –
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$7K 480 – –
Simplex Trading
92
Simplex Trading
Illinois
$3K 213 +213 New
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25 1,680 +366 +28%
AllianceBernstein
94
AllianceBernstein
Tennessee
– – -309,336 Closed
SCM
95
Sterling Capital Management
North Carolina
– – -72,182 Closed
PP
96
PDT Partners
New York
– – -61,598 Closed
JPMorgan Chase & Co
97
JPMorgan Chase & Co
New York
– – -41,392 Closed
MERSOM
98
Municipal Employees' Retirement System of Michigan
Michigan
– – -25,200 Closed
GC
99
Globeflex Capital
California
– – -19,377 Closed
JPMPWA
100
J.P. Morgan Private Wealth Advisors
California
– – -11,000 Closed
1 2 3
4
5