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New Mountain Finance

126 hedge funds and large institutions have $450M invested in New Mountain Finance in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 35 reducing their positions, and 12 closing their positions.

Holders
126
Holders Change
Holders Change %
0%
% of All Funds
3.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
13
Increased
49
Reduced
35
Closed
12
Calls
$1.05M
Puts
$605K
Net Calls
+$444K
Net Calls Change
+$268K
Name Market Value Shares Shares
Change
Shares
Change %
WAM
101
Wealthspire Advisors (Maryland)
Maryland
$118K 8,087
WA
102
WFG Advisors
Texas
$73K 5,050 -12,269 -71%
Barclays
103
Barclays
United Kingdom
$67K 4,577 -4,028 -47%
IA
104
IFP Advisors
Florida
$57K 3,930 -100 -2%
RIA
105
RPG Investment Advisory
California
$43K 2,948 +2,948 New
NA
106
NewEdge Advisors
Louisiana
$30.6K 2,143 +2,143 New
BFEC
107
Benjamin F. Edwards & Company
Missouri
$29K 2,027
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28K 1,898 +133 +8%
US Bancorp
109
US Bancorp
Minnesota
$19K 1,300
JCM
110
Jacobi Capital Management
Pennsylvania
$18K 1,245 +28 +2%
JC
111
JBF Capital
Colorado
$15K 1,000
MCIA
112
Mountain Capital Investment Advisors
Colorado
$15K 1,000 +1,000 New
PCM
113
Penserra Capital Management
California
$13K 951 +86 +10%
FMP
114
Financial Management Professionals
Texas
$12K 830
Citigroup
115
Citigroup
New York
$6K 405 -28,029 -99%
AIM
116
Acrospire Investment Management
Illinois
$6K 412 -2,276 -85%
CG
117
Cutler Group
California
$5K 397 +300 +309%
CTC
118
Central Trust Company
Missouri
$5K 329 +329 New
Simplex Trading
119
Simplex Trading
Illinois
$4K 341 -5,633 -94%
GRP
120
Global Retirement Partners
California
$4K 260 -124 -32%
EWM
121
Edge Wealth Management
New York
$4K 300
Bessemer Group
122
Bessemer Group
New Jersey
$4K 301
HI
123
Hudock Inc
Pennsylvania
$2K 151 +51 +51%
CFA
124
Carroll Financial Associates
North Carolina
$1K 100
IWM
125
IHT Wealth Management
Illinois
$8 2,565 +1,065 +71%