NMFC icon

New Mountain Finance
NMFC

Overview Fund Activity

94 hedge funds and large institutions have $429M invested in New Mountain Finance in 2015 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 11 closing their positions.

Holders
94
Holders Change
-1
Holders Change %
-1.05%
% of All Funds
2.54%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
13
Increased
38
Reduced
28
Closed
11
Calls
$2.3M
Puts
$20K
Net Calls
+$2.28M
Net Calls Change
+$1.92M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$85.3M
2
Aviva
2
Aviva
United Kingdom
$22.1M
3
MC
3
Muzinich & Co
New York
$14.3M
4
WJA
4
Williams Jones & Associates
New York
$5.97M
5
SBK
5
Steven B. Klinsky
$49.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$27.1M
2
LCP
2
Lombardia Capital Partners
California
$18.2M
3
AAM
3
Advisors Asset Management
Colorado
$21.6M
4
UBS Group
4
UBS Group
Switzerland
$16.2M
5
Northern Trust
5
Northern Trust
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
76
Lazard Asset Management
New York
$73K +$73K +5,085 New
Parallax Volatility Advisers
77
Parallax Volatility Advisers
California
$61K +$61K +4,214 New
BRWM
78
B. Riley Wealth Management
Tennessee
$59K -$28.8K -2,000 -33%
PI
79
PineBridge Investments
New York
$59K +$2.66K +183 +5%
SSG
80
Summit Securities Group
New York
$52K +$52K +3,600 New
Axa
81
Axa
France
$30K -$110K -7,718 -79%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$29K +$29K +2,000 New
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$21K -$36.6K -2,524 -64%
JC
84
JBF Capital
Colorado
$14K – – –
JG
85
Jefferies Group
New York
$13K +$13K +878 New
FMP
86
Financial Management Professionals
Texas
$12K – – –
US Bancorp
87
US Bancorp
Minnesota
$9K +$9K +600 New
PSI
88
Pinnacle Summer Investments
Virginia
$7K – – –
PFO
89
Pathstone Family Office
New Jersey
$5K – – –
MWP
90
MYCIO Wealth Partners
Pennsylvania
$3K – – –
BFEC
91
Benjamin F. Edwards & Company
Missouri
$2K +$2K +116 New
IWM
92
Integrated Wealth Management
California
$1K – – –
CFA
93
Carroll Financial Associates
North Carolina
$1K +$1K +100 New
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24 – – –
Northern Trust
95
Northern Trust
Illinois
– -$941K -64,388 Closed
ACM
96
Americafirst Capital Management
California
– -$585K -40,043 Closed
EM
97
EnTrustPermal Management
New York
– -$482K -32,996 Closed
CCM
98
Context Capital Management
California
– -$245K -20,000 Closed
California Public Employees Retirement System
99
California Public Employees Retirement System
California
– -$278K -19,114 Closed
Creative Planning
100
Creative Planning
Kansas
– -$48K -3,280 Closed
1 2 3
4
5