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New Mountain Finance
NMFC

Overview Fund Activity

121 hedge funds and large institutions have $422M invested in New Mountain Finance in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 42 reducing their positions, and 17 closing their positions.

Holders
121
Holders Change
-5
Holders Change %
-3.97%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
15
Increased
43
Reduced
42
Closed
17
Calls
$691K
Puts
$651K
Net Calls
+$40K
Net Calls Change
-$404K

Top Buyers

1
MC
1
Muzinich & Co
New York
$55.4M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$7.42M
3
Wells Fargo
3
Wells Fargo
California
$94.1M
4
AR
4
Advisory Research
Illinois
$8.49M
5
SMDAM
5
Sumitomo Mitsui DS Asset Management
Japan
$8.17M

Top Sellers

1
Aviva
1
Aviva
United Kingdom
$0
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$588K
4
UBS Group
4
UBS Group
Switzerland
$19.3M
5
AM
5
Ares Management
California
$9.43M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
101
IFP Advisors
Florida
$46K 3,200 -730 -19%
RIA
102
RPG Investment Advisory
California
$43K 2,991 +43 +1%
Citigroup
103
Citigroup
New York
$42K 2,953 +2,548 +629%
BFEC
104
Benjamin F. Edwards & Company
Missouri
$40K 2,839 +812 +40%
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29K 2,053 +155 +8%
IWM
106
IHT Wealth Management
Illinois
$21K 1,500 -1,065 -42%
US Bancorp
107
US Bancorp
Minnesota
$19K 1,300 – –
JCM
108
Jacobi Capital Management
Pennsylvania
$18K 1,275 +30 +2%
PWM
109
Perigon Wealth Management
California
$13K 887 +887 New
PCM
110
Penserra Capital Management
California
$12K 900 -51 -5%
FMP
111
Financial Management Professionals
Texas
$11K 830 – –
WFI
112
West Family Investments
California
$4.1K 287,435 -93,580 -25%
GRP
113
Global Retirement Partners
California
$4K 260 – –
EWM
114
Edge Wealth Management
New York
$4K 300 – –
RE
115
RBC Europe
United Kingdom
$3.42K 240 +240 New
Barclays
116
Barclays
United Kingdom
$3K 200 -4,377 -96%
KTC
117
Kistler-Tiffany Companies
Pennsylvania
$3K 242 +242 New
HI
118
Hudock Inc
Pennsylvania
$2K 152 +1 +0.7%
CFA
119
Carroll Financial Associates
North Carolina
$1K 100 – –
WAP
120
Wealthcare Advisory Partners
Pennsylvania
$1K 76 +76 New
AIS
121
Accurate Investment Solutions
Pennsylvania
$1K 100 +100 New
Aviva
122
Aviva
United Kingdom
– – -959,125 Closed
State of New Jersey Common Pension Fund D
123
State of New Jersey Common Pension Fund D
New Jersey
– – -400,000 Closed
WC
124
Wexford Capital
Florida
– – -70,335 Closed
CANY
125
Caxton Associates (New York)
New York
– – -47,703 Closed
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5
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