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New Mountain Finance
NMFC

Overview Fund Activity

139 hedge funds and large institutions have $418M invested in New Mountain Finance in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+18
Holders Change %
+14.88%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
30
Increased
42
Reduced
42
Closed
11
Calls
$299K
Puts
$578K
Net Calls
-$279K
Net Calls Change
-$319K

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$33M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$3.97M
3
PGH
3
Partners Group Holding
Switzerland
$9.6M
4
CS
4
Credit Suisse
Switzerland
$5.91M
5
MWNA
5
Marshall Wace North America
New York
$2.62M

Top Sellers

1
MC
1
Muzinich & Co
New York
$38.5M
2
YMRC
2
Yorktown Management & Research Company
Virginia
$0
3
UBS Group
3
UBS Group
Switzerland
$15.8M
4
AR
4
Advisory Research
Illinois
$6.81M
5
SMDAM
5
Sumitomo Mitsui DS Asset Management
Japan
$6.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
101
AllianceBernstein
Tennessee
$149K – – –
DekaBank Deutsche Girozentrale
102
DekaBank Deutsche Girozentrale
Germany
$143K – – –
CA
103
Cetera Advisors
Colorado
$141K – – –
Wolverine Trading
104
Wolverine Trading
Illinois
$141K +$141K +10,380 New
IA
105
IFP Advisors
Florida
$140K +$96.6K +7,115 +222%
Brown Advisory
106
Brown Advisory
Maryland
$138K +$3.42K +254 +3%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$136K -$49.9K -3,676 -27%
Barclays
108
Barclays
United Kingdom
$123K +$120K +8,910 +4,455%
WAM
109
Wealthspire Advisors (Maryland)
Maryland
$110K – – –
GT
110
Glenmede Trust
Pennsylvania
$102K -$117K -8,700 -53%
TRCT
111
Tower Research Capital (TRC)
New York
$98K +$98K +7,275 New
CPIG
112
Chicago Partners Investment Group
Illinois
$80K +$1.64K +121 +2%
Group One Trading
113
Group One Trading
Illinois
$69K +$69K +5,100 New
Deutsche Bank
114
Deutsche Bank
Germany
$68K +$5.33K +400 +9%
Citigroup
115
Citigroup
New York
$50K +$9.83K +723 +24%
PCIA
116
Prime Capital Investment Advisors
Kansas
$49K +$49K +3,595 New
RIA
117
RPG Investment Advisory
California
$41K +$634 +47 +2%
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31K +$3.59K +269 +13%
RFC
119
Regions Financial Corp
Alabama
$30K +$30K +2,200 New
BFEC
120
Benjamin F. Edwards & Company
Missouri
$23K -$15.9K -1,159 -41%
APA
121
American Portfolios Advisors
New York
$21K +$21K +1,550 New
IWM
122
IHT Wealth Management
Illinois
$21K – – –
DCM
123
Delpha Capital Management
New York
$19K +$19K +1,435 New
US Bancorp
124
US Bancorp
Minnesota
$18K – – –
CA
125
Calton & Associates
Florida
$16K +$16K +1,200 New
2 3 4
5
6