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New Mountain Finance
NMFC

Overview Fund Activity

126 hedge funds and large institutions have $391M invested in New Mountain Finance in 2016 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
3.15%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
24
Increased
52
Reduced
30
Closed
12
Calls
$85K
Puts
$173K
Net Calls
-$88K
Net Calls Change
+$14K

Top Buyers

1
MC
1
Muzinich & Co
New York
$29.6M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$7.17M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.9M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.82M
5
Wells Fargo
5
Wells Fargo
California
$85.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$826K
2
Aviva
2
Aviva
United Kingdom
$13.5M
3
YMRC
3
Yorktown Management & Research Company
Virginia
$4.09M
4
AAM
4
Advisors Asset Management
Colorado
$3.62M
5
LCP
5
Lombardia Capital Partners
California
$9.46M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$85.3M 6,051,069 +204,753 +4%
MC
2
Muzinich & Co
New York
$29.6M 2,102,491 +863,736 +70%
RTS
3
Round Table Services
New Jersey
$21.1M 1,498,753 +142,988 +11%
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$15.5M 1,100,000 +100,000 +10%
UBS Group
5
UBS Group
Switzerland
$14.2M 1,005,088 +178,526 +22%
Aviva
6
Aviva
United Kingdom
$13.5M 959,125 -272,000 -22%
CIM
7
Confluence Investment Management
Missouri
$13.1M 931,841 +100,514 +12%
Morgan Stanley
8
Morgan Stanley
New York
$12.9M 917,525 +262,875 +40%
AM
9
Ares Management
California
$12.5M 884,953 +91,777 +12%
GC
10
Guggenheim Capital
Illinois
$9.77M 693,137 +131,536 +23%
LCP
11
Lombardia Capital Partners
California
$9.46M 670,724 -181,315 -21%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$8.62M 611,585 +3,100 +0.5%
ACM
13
Advisors Capital Management
New Jersey
$8.31M 588,990 +19,433 +3%
PCM
14
Palisade Capital Management
New Jersey
$7.87M 557,778 -52,453 -9%
WJA
15
Williams Jones & Associates
New York
$7.39M 524,125 +65,000 +14%
LSV Asset Management
16
LSV Asset Management
Illinois
$7.17M 508,836 +360,136 +242%
Invesco
17
Invesco
Georgia
$6.21M 440,412 +32,429 +8%
KCM
18
Kennedy Capital Management
Missouri
$5.99M 424,842 -5,773 -1%
PGH
19
Partners Group Holding
Switzerland
$5.78M 410,000 +86,700 +27%
BG
20
BlackRock Group
United Kingdom
$5.53M 391,865 +109,014 +39%
WFI
21
West Family Investments
California
$4.94M 350,515 – –
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$4.89M 344,000 – –
VanEck Associates
23
VanEck Associates
New York
$4.48M 317,708 +69,117 +28%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$4.48M 317,689 +13,075 +4%
Millennium Management
25
Millennium Management
New York
$4.2M 297,686 +160,742 +117%
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