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New Mountain Finance
NMFC

Overview Fund Activity

139 hedge funds and large institutions have $418M invested in New Mountain Finance in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+18
Holders Change %
+14.88%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
30
Increased
42
Reduced
42
Closed
11
Calls
$299K
Puts
$578K
Net Calls
-$279K
Net Calls Change
-$319K

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$33M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$3.97M
3
PGH
3
Partners Group Holding
Switzerland
$9.6M
4
CS
4
Credit Suisse
Switzerland
$5.91M
5
MWNA
5
Marshall Wace North America
New York
$2.62M

Top Sellers

1
MC
1
Muzinich & Co
New York
$38.5M
2
YMRC
2
Yorktown Management & Research Company
Virginia
$0
3
UBS Group
3
UBS Group
Switzerland
$15.8M
4
AR
4
Advisory Research
Illinois
$6.81M
5
SMDAM
5
Sumitomo Mitsui DS Asset Management
Japan
$6.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGCA
76
Steel Grove Capital Advisors
Tennessee
$375K +$6.76K +499 +2%
SCM
77
Shelton Capital Management
Colorado
$363K – – –
CIBC World Market
78
CIBC World Market
Ontario, Canada
$356K -$22.7K -1,672 -6%
DTL
79
Dynamic Technology Lab
Singapore
$350K +$350K +25,842 New
LPL Financial
80
LPL Financial
California
$296K +$56.8K +4,191 +24%
VF
81
Virtu Financial
New York
$238K +$238K +17,539 New
Jane Street
82
Jane Street
New York
$234K +$234K +17,258 New
EGA
83
Eagle Global Advisors
Texas
$228K – – –
BA
84
Bard Associates
Illinois
$227K -$3.73K -275 -2%
CAMG
85
CWA Asset Management Group
Florida
$222K -$16.2K -1,200 -7%
GXMC
86
Global X Management Company
New York
$222K +$40K +2,955 +22%
TG
87
TCW Group
California
$214K -$253K -18,700 -54%
TSS
88
Two Sigma Securities
New York
$210K +$210K +15,471 New
Simplex Trading
89
Simplex Trading
Illinois
$204K +$204K +15,058 New
AIM
90
Allen Investment Management
New York
$187K -$219K -16,144 -54%
EB
91
Eastern Bank
Massachusetts
$187K – – –
ICA
92
Infrastructure Capital Advisors
New York
$174K -$3.75K -277 -2%
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$168K -$320K -23,623 -66%
KCM
94
Kempner Capital Management
Texas
$168K – – –
CRWM
95
Castle Rock Wealth Management
California
$167K +$167K +12,345 New
EFS
96
Essex Financial Services
Connecticut
$163K -$4.17K -307 -2%
FCM
97
FJ Capital Management
Virginia
$162K +$162K +12,000 New
Stifel Financial
98
Stifel Financial
Missouri
$159K +$16.4K +1,201 +11%
AIA
99
Armor Investment Advisors
North Carolina
$154K -$8.11K -600 -5%
FCI
100
Financial Counselors Inc
Kansas
$154K – – –
2 3
4
5 6