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New Mountain Finance
NMFC

Overview Fund Activity

126 hedge funds and large institutions have $391M invested in New Mountain Finance in 2016 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
3.15%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
24
Increased
52
Reduced
30
Closed
12
Calls
$85K
Puts
$173K
Net Calls
-$88K
Net Calls Change
+$14K

Top Buyers

1
MC
1
Muzinich & Co
New York
$29.6M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$7.17M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.9M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.82M
5
Wells Fargo
5
Wells Fargo
California
$85.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$826K
2
Aviva
2
Aviva
United Kingdom
$13.5M
3
YMRC
3
Yorktown Management & Research Company
Virginia
$4.09M
4
AAM
4
Advisors Asset Management
Colorado
$3.62M
5
LCP
5
Lombardia Capital Partners
California
$9.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
GH
101
GAM Holding
Switzerland
$115K -$2.32K -164 -2%
WAM
102
Wealthspire Advisors (Maryland)
Maryland
$114K +$114K +8,087 New
GXMC
103
Global X Management Company
New York
$85K +$34K +2,422 +67%
Simplex Trading
104
Simplex Trading
Illinois
$85K +$57.6K +4,112 +210%
CPIG
105
Chicago Partners Investment Group
Illinois
$80K +$1.57K +111 +2%
AIM
106
Acrospire Investment Management
Illinois
$66K +$66K +4,676 New
Bessemer Group
107
Bessemer Group
New Jersey
$64K +$64K +4,510 New
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$63K – – –
IA
109
IFP Advisors
Florida
$57K -$13.1K -928 -19%
PG
110
PEAK6 Group
Illinois
$36K +$36K +2,546 New
BFEC
111
Benjamin F. Edwards & Company
Missouri
$29K – – –
JIC
112
Joel Isaacson & Co
New York
$28K – – –
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25K – – –
IWM
114
IHT Wealth Management
Illinois
$21K +$21K +1,500 New
US Bancorp
115
US Bancorp
Minnesota
$18K – – –
MFS
116
MSI Financial Services
Massachusetts
$17K -$24.1K -1,675 -59%
JCM
117
Jacobi Capital Management
Pennsylvania
$17K +$400 +28 +2%
PCM
118
Penserra Capital Management
California
$14K +$2.4K +177 +21%
FMP
119
Financial Management Professionals
Texas
$11K – – –
NFG
120
Next Financial Group
Texas
$7K – – –
TRCT
121
Tower Research Capital (TRC)
New York
$6K -$76.4K -5,733 -93%
GRP
122
Global Retirement Partners
California
$5K +$5K +384 New
EWM
123
Endurance Wealth Management
Rhode Island
$4K – – –
EWM
124
Edge Wealth Management
New York
$4K – – –
CFA
125
Carroll Financial Associates
North Carolina
$1K – – –
2 3 4
5
6