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New Mountain Finance
NMFC

Overview Fund Activity

110 hedge funds and large institutions have $364M invested in New Mountain Finance in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
–
Holders Change %
0%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
20
Increased
53
Reduced
29
Closed
17
Calls
$1.28M
Puts
$22K
Net Calls
+$1.26M
Net Calls Change
-$92K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$10.9M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$17.1M
3
U
3
UBS
Switzerland
$12.9M
4
ACM
4
Advisors Capital Management
New Jersey
$4.81M
5
RTS
5
Round Table Services
New Jersey
$4.89M

Top Sellers

1
TC
1
TFS Capital
Pennsylvania
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.46M
3
Ameriprise
3
Ameriprise
Minnesota
$34.7M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$389K
5
Barclays
5
Barclays
United Kingdom
$132K
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
101
Ladenburg Thalmann Financial Services
Florida
$25K – – –
Teacher Retirement System of Texas
102
Teacher Retirement System of Texas
Texas
$25K +$2.58K +181 +12%
BlackRock
103
BlackRock
New York
$21K +$150 +10 +0.7%
PTC
104
Private Trust Company
Ohio
$15K +$15K +1,000 New
TRCT
105
Tower Research Capital (TRC)
New York
$6K +$282 +20 +5%
OIA
106
Optimum Investment Advisors
Illinois
$5K +$5K +360 New
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$3.08K -$6.04K -422 -66%
Creative Planning
108
Creative Planning
Kansas
$3K +$2.25K +150 +300%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$2K +$2K +160 New
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$486 +$32 +2,211 +7%
TC
111
TFS Capital
Pennsylvania
– -$4.25M -282,607 Closed
Schroder Investment Management Group
112
Schroder Investment Management Group
United Kingdom
– -$421K -28,000 Closed
FNYS
113
First New York Securities
New York
– -$404K -26,890 Closed
WA
114
WFG Advisors
Texas
– -$266K -17,669 Closed
SCA
115
SAC Capital Advisors
Connecticut
– -$232K -15,424 Closed
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
– -$203K -13,500 Closed
AW
117
ACG Wealth
Georgia
– -$196K -13,000 Closed
AL
118
Airain Ltd
Guernsey
– -$171K -11,361 Closed
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
– -$169K -11,223 Closed
Tudor Investment Corp
120
Tudor Investment Corp
Connecticut
– -$151K -10,052 Closed
California Public Employees Retirement System
121
California Public Employees Retirement System
California
– -$67K -4,460 Closed
MOACM
122
Mutual of America Capital Management
New York
– -$53K -3,500 Closed
Credit Agricole
123
Credit Agricole
France
– -$48K -3,196 Closed
QT
124
Quantbot Technologies
New York
– -$12K -800 Closed
Group One Trading
125
Group One Trading
Illinois
– -$7K -477 Closed
2 3 4
5
6