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New Mountain Finance
NMFC

Overview Fund Activity

107 hedge funds and large institutions have $299M invested in New Mountain Finance in 2016 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 35 reducing their positions, and 11 closing their positions.

Holders
107
Holders Change
+3
Holders Change %
+2.88%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
15
Increased
37
Reduced
35
Closed
11
Calls
$45K
Puts
$220K
Net Calls
-$175K
Net Calls Change
+$169K

Top Buyers

1
Aviva
1
Aviva
United Kingdom
$25.2M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$4.37M
3
WCM
3
Wildcat Capital Management
New York
$2.27M
4
RTS
4
Round Table Services
New Jersey
$14.4M
5
LCP
5
Lombardia Capital Partners
California
$14.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$49.9M
2
CS
2
Credit Suisse
Switzerland
$1.55M
3
Ameriprise
3
Ameriprise
Minnesota
$7.52M
4
UBS Group
4
UBS Group
Switzerland
$9.04M
5
BF
5
BOK Financial
Oklahoma
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$49.9M 3,950,523 -1,798,403 -31%
Aviva
2
Aviva
United Kingdom
$25.2M 1,996,732 +434,000 +28%
RTS
3
Round Table Services
New Jersey
$14.4M 1,142,617 +156,922 +16%
LCP
4
Lombardia Capital Partners
California
$14.3M 1,128,595 +128,744 +13%
AAM
5
Advisors Asset Management
Colorado
$13.2M 1,045,840 -89,249 -8%
Morgan Stanley
6
Morgan Stanley
New York
$12.3M 972,806 -127,825 -12%
MC
7
Muzinich & Co
New York
$11.1M 874,218 -36,585 -4%
Goldman Sachs
8
Goldman Sachs
New York
$10.9M 861,209 -136,085 -14%
CIM
9
Confluence Investment Management
Missouri
$10.3M 817,341 +2,360 +0.3%
UBS Group
10
UBS Group
Switzerland
$9.04M 715,339 -351,863 -33%
PCM
11
Palisade Capital Management
New Jersey
$8.86M 700,661 -34,377 -5%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$7.58M 599,485 +6,922 +1%
Ameriprise
13
Ameriprise
Minnesota
$7.52M 594,813 -998,438 -63%
ACM
14
Advisors Capital Management
New Jersey
$7.21M 570,708 -5,163 -0.9%
WJA
15
Williams Jones & Associates
New York
$6.24M 493,427 +2,500 +0.5%
KCM
16
Kennedy Capital Management
Missouri
$5.47M 432,463 -24,190 -5%
YMRC
17
Yorktown Management & Research Company
Virginia
$5.12M 405,000 – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5.09M 402,858 -46,769 -10%
WFI
19
West Family Investments
California
$4.86M 384,462 – –
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$4.37M 345,450 +344,000 +23,724%
Millennium Management
21
Millennium Management
New York
$4.28M 338,551 -13,584 -4%
Invesco
22
Invesco
Georgia
$3.99M 315,585 +8,976 +3%
GC
23
Guggenheim Capital
Illinois
$3.88M 307,117 +17,786 +6%
BG
24
BlackRock Group
United Kingdom
$3.52M 278,690 +42,031 +18%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$2.7M 213,751 +30,949 +17%
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