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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 %
Brown Advisory
101
Brown Advisory
Maryland
$149K 10,000 -35,000 -78%
DekaBank Deutsche Girozentrale
102
DekaBank Deutsche Girozentrale
Germany
$148K 10,000 +10,000 New
GXMC
103
Global X Management Company
New York
$135K 9,057 +3,007 +50%
Barclays
104
Barclays
United Kingdom
$128K 8,605 +8,605 New
WAM
105
Wealthspire Advisors (Maryland)
Maryland
$120K 8,087 – –
Simplex Trading
106
Simplex Trading
Illinois
$89K 5,974 -94 -2%
CPIG
107
Chicago Partners Investment Group
Illinois
$84K 5,665 – –
IA
108
IFP Advisors
Florida
$60K 4,030 – –
AIM
109
Acrospire Investment Management
Illinois
$40K 2,688 -1,988 -43%
BFEC
110
Benjamin F. Edwards & Company
Missouri
$30K 2,027 – –
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26K 1,765 – –
IWM
112
IHT Wealth Management
Illinois
$22K 1,500 – –
US Bancorp
113
US Bancorp
Minnesota
$19K 1,300 – –
JCM
114
Jacobi Capital Management
Pennsylvania
$18K 1,217 +27 +2%
JC
115
JBF Capital
Colorado
$15K 1,000 +1,000 New
PCM
116
Penserra Capital Management
California
$12K 865 -168 -16%
FMP
117
Financial Management Professionals
Texas
$12K 830 – –
TRCT
118
Tower Research Capital (TRC)
New York
$11K 742 +292 +65%
GRP
119
Global Retirement Partners
California
$6K 384 – –
Bessemer Group
120
Bessemer Group
New Jersey
$4K 301 -4,209 -93%
EWM
121
Edge Wealth Management
New York
$4K 300 – –
EWM
122
Endurance Wealth Management
Rhode Island
$4K 250 – –
CFA
123
Carroll Financial Associates
North Carolina
$1K 100 – –
CG
124
Cutler Group
California
$1K 97 +97 New
HI
125
Hudock Inc
Pennsylvania
$1K 100 +100 New
2 3 4
5
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