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New Mountain Finance
NMFC

Overview Fund Activity

126 hedge funds and large institutions have $435M invested in New Mountain Finance in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 32 reducing their positions, and 15 closing their positions.

Holders
126
Holders Change
–
Holders Change %
0%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
17
Increased
50
Reduced
32
Closed
15
Calls
$177K
Puts
$1K
Net Calls
+$176K
Net Calls Change
+$264K

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$23.9M
2
MC
2
Muzinich & Co
New York
$47.6M
3
BlackRock
3
BlackRock
New York
$7.66M
4
Wells Fargo
4
Wells Fargo
California
$96.6M
5
UBS Group
5
UBS Group
Switzerland
$19M

Top Sellers

1
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$6.33M
2
LCP
2
Lombardia Capital Partners
California
$582K
3
AM
3
Ares Management
California
$6.23M
4
RTS
4
Round Table Services
New Jersey
$15.8M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
California Public Employees Retirement System
76
California Public Employees Retirement System
California
$361K 24,200 +14,100 +140%
MPAM
77
Monarch Partners Asset Management
Massachusetts
$353K 23,670 – –
GT
78
Glenmede Trust
Pennsylvania
$351K 23,623 -4,383 -16%
LPL Financial
79
LPL Financial
California
$312K 20,898 +224 +1%
NIPH
80
NN Investment Partners Holdings
Netherlands
$298K 20,000 +20,000 New
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$291K 19,535 -9,219 -32%
CAMG
82
CWA Asset Management Group
Florida
$273K 18,350 +750 +4%
PI
83
PineBridge Investments
New York
$264K 17,724 -748 -4%
TSS
84
Two Sigma Securities
New York
$260K 17,457 -4,169 -19%
WA
85
WFG Advisors
Texas
$258K 17,319 +4,158 +32%
Ameriprise
86
Ameriprise
Minnesota
$233K 15,675 +15,675 New
OC
87
Oppenheimer & Co
New York
$231K 15,535 +125 +0.8%
Bank of America
88
Bank of America
North Carolina
$223K 14,998 +5,721 +62%
Allianz Asset Management
89
Allianz Asset Management
Germany
$220K 14,745 +4,290 +41%
NL
90
NWAM LLC
Washington
$209K 14,000 +3,000 +27%
EB
91
Eastern Bank
Massachusetts
$206K 13,800 – –
BCM
92
BlueCrest Capital Management
Jersey
$186K 12,466 +12,466 New
KCM
93
Kempner Capital Management
Texas
$185K 12,400 – –
CIBC World Market
94
CIBC World Market
Ontario, Canada
$181K 12,161 -2,252 -16%
AIA
95
Armor Investment Advisors
North Carolina
$179K 12,000 -400 -3%
EFS
96
Essex Financial Services
Connecticut
$179K 12,000 – –
CA
97
Cetera Advisors
Colorado
$176K 11,800 -4,000 -25%
VRS
98
Virginia Retirement Systems
Virginia
$167K 11,200 +11,200 New
Stifel Financial
99
Stifel Financial
Missouri
$156K 10,525 -8,797 -46%
KA
100
Kovack Advisors
Florida
$155K 10,417 -540 -5%
2 3
4
5 6