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New Mountain Finance
NMFC

Overview Fund Activity

102 hedge funds and large institutions have $354M invested in New Mountain Finance in 2015 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+8
Holders Change %
+8.51%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
20
Increased
39
Reduced
25
Closed
11
Calls
$4.04M
Puts
$249K
Net Calls
+$3.79M
Net Calls Change
+$1.51M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$85.7M
2
Millennium Management
2
Millennium Management
New York
$1.11M
3
YCM
3
Yakira Capital Management
Connecticut
$1.08M
4
Goldman Sachs
4
Goldman Sachs
New York
$15.7M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$720K

Top Sellers

1
LCP
1
Lombardia Capital Partners
California
$13.4M
2
UBS Group
2
UBS Group
Switzerland
$11.8M
3
FIG
3
Fortress Investment Group
New York
$0
4
AAM
4
Advisors Asset Management
Colorado
$18.4M
5
ACM
5
Advisors Capital Management
New Jersey
$7.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
WRM
76
Westport Resources Management
Connecticut
$124K -$23.9K -1,751 -16%
Bank of America
77
Bank of America
North Carolina
$110K -$153K -11,221 -58%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$102K +$74.8K +5,512 +276%
GWM
79
Gupta Wealth Management
California
$93K – – –
Deutsche Bank
80
Deutsche Bank
Germany
$82K +$82K +6,100 New
CPIG
81
Chicago Partners Investment Group
Illinois
$72K +$635 +47 +0.9%
Lazard Asset Management
82
Lazard Asset Management
New York
$69K – – –
Creative Planning
83
Creative Planning
Kansas
$30K +$30K +2,180 New
TRCT
84
Tower Research Capital (TRC)
New York
$29K -$171K -12,525 -85%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$20K – – –
GXMC
86
Global X Management Company
New York
$18K +$18K +1,361 New
JC
87
JBF Capital
Colorado
$14K – – –
BFEC
88
Benjamin F. Edwards & Company
Missouri
$14K +$12.4K +884 +762%
VCM
89
Vigilant Capital Management
Maine
$14K +$14K +1,000 New
Simplex Trading
90
Simplex Trading
Illinois
$13K +$13K +1,000 New
FMP
91
Financial Management Professionals
Texas
$11K – – –
PSI
92
Pinnacle Summer Investments
Virginia
$7K – – –
KA
93
Klingman & Associates
New York
$7K +$7K +525 New
PFO
94
Pathstone Family Office
New Jersey
$4K – – –
MFS
95
MSI Financial Services
Massachusetts
$4K +$4K +272 New
DLHL
96
Donald L. Hagan LLC
Florida
$4K +$4K +300 New
SSB
97
Sandy Spring Bank
Maryland
$2K +$2K +126 New
CFA
98
Carroll Financial Associates
North Carolina
$1K – – –
IWM
99
Integrated Wealth Management
California
$1K – – –
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24 +$1 +78 +5%
1 2 3
4
5