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New Mountain Finance
NMFC

Overview Fund Activity

121 hedge funds and large institutions have $422M invested in New Mountain Finance in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 42 reducing their positions, and 17 closing their positions.

Holders
121
Holders Change
-5
Holders Change %
-3.97%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
15
Increased
43
Reduced
42
Closed
17
Calls
$691K
Puts
$651K
Net Calls
+$40K
Net Calls Change
-$404K

Top Buyers

1
MC
1
Muzinich & Co
New York
$55.4M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$7.42M
3
Wells Fargo
3
Wells Fargo
California
$94.1M
4
AR
4
Advisory Research
Illinois
$8.49M
5
SMDAM
5
Sumitomo Mitsui DS Asset Management
Japan
$8.17M

Top Sellers

1
Aviva
1
Aviva
United Kingdom
$0
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$588K
4
UBS Group
4
UBS Group
Switzerland
$19.3M
5
AM
5
Ares Management
California
$9.43M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$94.1M 6,604,157 +167,120 +3%
MC
2
Muzinich & Co
New York
$55.4M 3,890,559 +234,533 +6%
LSV Asset Management
3
LSV Asset Management
Illinois
$25.8M 1,808,823 +102,097 +6%
UBS Group
4
UBS Group
Switzerland
$19.3M 1,354,159 -110,253 -8%
RTS
5
Round Table Services
New Jersey
$19.2M 1,346,026 +45,628 +4%
CIM
6
Confluence Investment Management
Missouri
$13.1M 918,854 -9,160 -1%
GC
7
Guggenheim Capital
Illinois
$12.4M 872,490 -38,320 -4%
Morgan Stanley
8
Morgan Stanley
New York
$12.2M 853,924 -69,852 -8%
AM
9
Ares Management
California
$9.43M 661,558 -72,572 -10%
ACM
10
Advisors Capital Management
New Jersey
$9.16M 642,840 -10,040 -2%
PCM
11
Palisade Capital Management
New Jersey
$8.79M 616,678 +29,380 +5%
AR
12
Advisory Research
Illinois
$8.49M 595,754 +119,277 +25%
SMDAM
13
Sumitomo Mitsui DS Asset Management
Japan
$8.17M 572,991 +117,223 +26%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$7.61M 533,812 -38,783 -7%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$7.42M 521,000 +177,000 +51%
VanEck Associates
16
VanEck Associates
New York
$6.81M 477,664 -66,543 -12%
PGH
17
Partners Group Holding
Switzerland
$6.59M 462,167 -3,933 -0.8%
WJA
18
Williams Jones & Associates
New York
$6.54M 458,625 -40,500 -8%
BlackRock
19
BlackRock
New York
$5.78M 405,682 -22,270 -5%
Invesco
20
Invesco
Georgia
$5.65M 396,337 -15,992 -4%
YMRC
21
Yorktown Management & Research Company
Virginia
$5.56M 390,000 – –
AAM
22
Advisors Asset Management
Colorado
$5.38M 377,626 -5,490 -1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.33M 373,815 +20,998 +6%
Millennium Management
24
Millennium Management
New York
$5.1M 357,731 +76,940 +27%
KCM
25
Kennedy Capital Management
Missouri
$4.84M 339,345 -32,447 -9%
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