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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 %
SWP
126
Strategic Wealth Partners
Ohio
$15K +$15K +1,000 New
SWP
127
Stratos Wealth Partners
Ohio
$13K +$13K +930 New
VCM
128
Versant Capital Management
Arizona
$13K +$13K +1,000 New
PWM
129
Perigon Wealth Management
California
$12K +$290 +22 +2%
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$12K +$12K +900 New
FMII
131
Farmers & Merchants Investments Inc
Nebraska
$6K +$6K +449 New
EWM
132
Edge Wealth Management
New York
$4K – – –
GRP
133
Global Retirement Partners
California
$4K – – –
RE
134
RBC Europe
United Kingdom
$3.25K – – –
KTC
135
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
GWM
136
Geneos Wealth Management
Colorado
$3K +$3K +270 New
CFA
137
Carroll Financial Associates
North Carolina
$1K – – –
AIS
138
Accurate Investment Solutions
Pennsylvania
$1K – – –
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
YMRC
140
Yorktown Management & Research Company
Virginia
– -$5.56M -390,000 Closed
PP
141
PDT Partners
New York
– -$475K -33,301 Closed
CSS
142
Cubist Systematic Strategies
Connecticut
– -$201K -14,072 Closed
KA
143
Kovack Advisors
Florida
– -$190K -13,357 Closed
BCM
144
BlueCrest Capital Management
Jersey
– -$174K -12,179 Closed
OAM
145
Oxford Asset Management
United Kingdom
– -$161K -11,450 Closed
AIM
146
Advantage Investment Management
Iowa
– -$83K -5,849 Closed
JCM
147
Jacobi Capital Management
Pennsylvania
– -$18K -1,275 Closed
PCM
148
Penserra Capital Management
California
– -$12K -900 Closed
FMP
149
Financial Management Professionals
Texas
– -$11K -830 Closed
HI
150
Hudock Inc
Pennsylvania
– -$2K -152 Closed
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