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New Mountain Finance
NMFC

Overview Fund Activity

115 hedge funds and large institutions have $353M invested in New Mountain Finance in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
115
Holders Change
+6
Holders Change %
+5.5%
% of All Funds
3.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
19
Increased
34
Reduced
46
Closed
11
Calls
$69K
Puts
$171K
Net Calls
-$102K
Net Calls Change
-$165K

Top Buyers

1
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$13.8M
2
AM
2
Ares Management
California
$10.9M
3
MC
3
Muzinich & Co
New York
$17M
4
GC
4
Guggenheim Capital
Illinois
$7.73M
5
CCP
5
Clough Capital Partners
Massachusetts
$1.9M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$6.19M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$167K
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$3.23M
4
Goldman Sachs
4
Goldman Sachs
New York
$9.77M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$1.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
101
WFG Advisors
Texas
$20K +$20K +1,450 New
US Bancorp
102
US Bancorp
Minnesota
$18K +$18K +1,300 New
JCM
103
Jacobi Capital Management
Pennsylvania
$16K +$386 +28 +2%
HCC
104
Hirtle Callaghan & Co
Pennsylvania
$14K +$14K +1,000 New
FMP
105
Financial Management Professionals
Texas
$11K – – –
PCM
106
Penserra Capital Management
California
$11K +$2.99K +233 +37%
FNBT
107
FineMark National Bank & Trust
Florida
$10K – – –
NFG
108
Next Financial Group
Texas
$7K +$7K +500 New
CG
109
Cutler Group
California
$5K +$5K +397 New
EWM
110
Edge Wealth Management
New York
$4K – – –
Bank of America
111
Bank of America
North Carolina
$3K -$6.61K -485 -69%
EWM
112
Endurance Wealth Management
Rhode Island
$3K – – –
TC
113
Trust Company
Kansas
$3K +$3K +242 New
IWM
114
Integrated Wealth Management
California
$1K – – –
CFA
115
Carroll Financial Associates
North Carolina
$1K – – –
YCM
116
Yakira Capital Management
Connecticut
– -$493K -38,224 Closed
Stifel Financial
117
Stifel Financial
Missouri
– -$472K -36,611 Closed
TI
118
Trexquant Investment
Connecticut
– -$270K -20,900 Closed
Tudor Investment Corp
119
Tudor Investment Corp
Connecticut
– -$253K -19,593 Closed
ZIM
120
Zacks Investment Management
Illinois
– -$217K -16,824 Closed
Two Sigma Advisers
121
Two Sigma Advisers
New York
– -$175K -13,577 Closed
RJFSA
122
Raymond James Financial Services Advisors
Florida
– -$155K -11,992 Closed
WRM
123
Westport Resources Management
Connecticut
– -$78K -6,056 Closed
BIM
124
BlackRock Investment Management
Delaware
– -$26K -2,000 Closed
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
– -$18K -1,424 Closed
2 3 4
5
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