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New Mountain Finance
NMFC

Overview Fund Activity

126 hedge funds and large institutions have $435M invested in New Mountain Finance in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 32 reducing their positions, and 15 closing their positions.

Holders
126
Holders Change
–
Holders Change %
0%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
17
Increased
50
Reduced
32
Closed
15
Calls
$177K
Puts
$1K
Net Calls
+$176K
Net Calls Change
+$264K

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$23.9M
2
MC
2
Muzinich & Co
New York
$47.6M
3
BlackRock
3
BlackRock
New York
$7.66M
4
Wells Fargo
4
Wells Fargo
California
$96.6M
5
UBS Group
5
UBS Group
Switzerland
$19M

Top Sellers

1
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$6.33M
2
LCP
2
Lombardia Capital Partners
California
$582K
3
AM
3
Ares Management
California
$6.23M
4
RTS
4
Round Table Services
New Jersey
$15.8M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$96.6M 6,482,814 +431,745 +7%
MC
2
Muzinich & Co
New York
$47.6M 3,193,736 +1,091,245 +52%
LSV Asset Management
3
LSV Asset Management
Illinois
$23.9M 1,602,426 +1,093,590 +215%
UBS Group
4
UBS Group
Switzerland
$19M 1,275,093 +270,005 +27%
RTS
5
Round Table Services
New Jersey
$15.8M 1,060,169 -438,584 -29%
Aviva
6
Aviva
United Kingdom
$14.3M 959,125 – –
CIM
7
Confluence Investment Management
Missouri
$13.8M 927,066 -4,775 -0.5%
Morgan Stanley
8
Morgan Stanley
New York
$13.5M 908,112 -9,413 -1%
GC
9
Guggenheim Capital
Illinois
$12.5M 841,608 +148,471 +21%
ACM
10
Advisors Capital Management
New Jersey
$9.07M 608,490 +19,500 +3%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$8.84M 593,095 -18,490 -3%
PCM
12
Palisade Capital Management
New Jersey
$8.11M 543,933 -13,845 -2%
BlackRock
13
BlackRock
New York
$7.66M 514,228 +514,228 New
WJA
14
Williams Jones & Associates
New York
$7.52M 504,825 -19,300 -4%
PGH
15
Partners Group Holding
Switzerland
$7.33M 492,100 +82,100 +20%
VanEck Associates
16
VanEck Associates
New York
$6.59M 442,500 +124,792 +39%
Invesco
17
Invesco
Georgia
$6.59M 442,196 +1,784 +0.4%
State of New Jersey Common Pension Fund D
18
State of New Jersey Common Pension Fund D
New Jersey
$6.33M 425,000 -675,000 -61%
AM
19
Ares Management
California
$6.23M 418,119 -466,834 -53%
KCM
20
Kennedy Capital Management
Missouri
$5.81M 390,093 -34,749 -8%
AR
21
Advisory Research
Illinois
$5.46M 366,166 +163,187 +80%
WFI
22
West Family Investments
California
$5.22M 350,515 – –
SMDAM
23
Sumitomo Mitsui DS Asset Management
Japan
$5.21M 349,405 +159,820 +84%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$5.13M 344,000 – –
Millennium Management
25
Millennium Management
New York
$4.9M 328,683 +30,997 +10%
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