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New Mountain Finance
NMFC

Overview Fund Activity

109 hedge funds and large institutions have $314M invested in New Mountain Finance in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
11
Increased
35
Reduced
44
Closed
9
Calls
$222K
Puts
$159K
Net Calls
+$63K
Net Calls Change
+$238K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$75.1M
2
AM
2
Ares Management
California
$4.2M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$5.17M
4
NFA
4
Nuveen Fund Advisors
Illinois
$1.64M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$2.88M

Top Sellers

1
Aviva
1
Aviva
United Kingdom
$16M
2
Ameriprise
2
Ameriprise
Minnesota
$474K
3
AAM
3
Advisors Asset Management
Colorado
$10.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.65M
5
LCP
5
Lombardia Capital Partners
California
$11.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$75.1M 5,818,056 +1,867,533 +47%
Aviva
2
Aviva
United Kingdom
$16M 1,242,441 -754,291 -38%
RTS
3
Round Table Services
New Jersey
$15.9M 1,228,886 +86,269 +8%
LCP
4
Lombardia Capital Partners
California
$11.9M 924,141 -204,454 -18%
Goldman Sachs
5
Goldman Sachs
New York
$11.1M 862,596 +1,387 +0.2%
CIM
6
Confluence Investment Management
Missouri
$10.6M 824,266 +6,925 +0.8%
UBS Group
7
UBS Group
Switzerland
$10.3M 797,348 +82,009 +11%
AAM
8
Advisors Asset Management
Colorado
$10.1M 780,337 -265,503 -25%
MC
9
Muzinich & Co
New York
$9.98M 773,896 -100,322 -11%
Morgan Stanley
10
Morgan Stanley
New York
$9.65M 748,085 -224,721 -23%
PCM
11
Palisade Capital Management
New Jersey
$8.06M 625,108 -75,553 -11%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$7.84M 607,485 +8,000 +1%
ACM
13
Advisors Capital Management
New Jersey
$7.36M 570,824 +116 +0%
YMRC
14
Yorktown Management & Research Company
Virginia
$6.64M 515,000 +110,000 +27%
WJA
15
Williams Jones & Associates
New York
$6.18M 479,025 -14,402 -3%
KCM
16
Kennedy Capital Management
Missouri
$5.51M 427,360 -5,103 -1%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$5.17M 400,902 +230,966 +136%
WFI
18
West Family Investments
California
$4.96M 384,462 – –
GC
19
Guggenheim Capital
Illinois
$4.87M 377,405 +70,288 +23%
Invesco
20
Invesco
Georgia
$4.48M 347,496 +31,911 +10%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$4.46M 345,450 – –
AM
22
Ares Management
California
$4.2M 325,800 +325,800 New
BG
23
BlackRock Group
United Kingdom
$4.12M 319,294 +40,604 +15%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$4.01M 311,174 -91,684 -23%
PGH
25
Partners Group Holding
Switzerland
$3.3M 261,300 +85,000 +48%
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