NMFC icon

New Mountain Finance
NMFC

Overview Fund Activity

109 hedge funds and large institutions have $314M invested in New Mountain Finance in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
11
Increased
35
Reduced
44
Closed
9
Calls
$222K
Puts
$159K
Net Calls
+$63K
Net Calls Change
+$238K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$75.1M
2
AM
2
Ares Management
California
$4.2M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$5.17M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$2.88M
5
Brown Advisory
5
Brown Advisory
Maryland
$1.55M

Top Sellers

1
Aviva
1
Aviva
United Kingdom
$16M
2
Ameriprise
2
Ameriprise
Minnesota
$474K
3
AAM
3
Advisors Asset Management
Colorado
$10.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.65M
5
LCP
5
Lombardia Capital Partners
California
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Cetera Advisors
Colorado
$219K -$102K -7,900 -32%
ZIM
77
Zacks Investment Management
Illinois
$217K +$217K +16,824 New
PI
78
PineBridge Investments
New York
$201K -$54K -4,190 -21%
SGCA
79
Steel Grove Capital Advisors
Tennessee
$199K +$199K +15,417 New
AG
80
Advisor Group
Arizona
$188K +$188K +14,737 New
EB
81
Eastern Bank
Massachusetts
$178K – – –
Two Sigma Advisers
82
Two Sigma Advisers
New York
$175K -$616K -47,775 -78%
KCM
83
Kempner Capital Management
Texas
$160K – – –
RJFSA
84
Raymond James Financial Services Advisors
Florida
$155K +$155K +11,992 New
IC
85
InterOcean Capital
Illinois
$151K -$9.7K -750 -6%
NL
86
NWAM LLC
Washington
$142K -$86.5K -6,700 -38%
California Public Employees Retirement System
87
California Public Employees Retirement System
California
$130K – – –
WRM
88
Westport Resources Management
Connecticut
$78K -$31.6K -2,455 -29%
CPIG
89
Chicago Partners Investment Group
Illinois
$71K +$749 +58 +1%
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$58K – – –
IA
91
IFP Advisors
Florida
$45K -$105K -8,032 -70%
MFS
92
MSI Financial Services
Massachusetts
$37K +$15.3K +1,180 +70%
BIM
93
BlackRock Investment Management
Delaware
$26K +$26K +2,000 New
GXMC
94
Global X Management Company
New York
$25K +$8.53K +668 +52%
Creative Planning
95
Creative Planning
Kansas
$24K -$6.75K -527 -22%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23K +$91 +7 +0.4%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$18K +$177 +14 +1%
JCM
98
Jacobi Capital Management
Pennsylvania
$15K +$15K +1,134 New
BFEC
99
Benjamin F. Edwards & Company
Missouri
$13K – – –
JC
100
JBF Capital
Colorado
$13K – – –
1 2 3
4
5