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New Mountain Finance
NMFC

Overview Fund Activity

139 hedge funds and large institutions have $418M invested in New Mountain Finance in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 11 closing their positions.

Holders
139
Holders Change
+18
Holders Change %
+14.88%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
30
Increased
42
Reduced
42
Closed
11
Calls
$299K
Puts
$578K
Net Calls
-$279K
Net Calls Change
-$319K

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$33M
2
C
2
Cliffwater
California
$4.04M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$3.97M
4
PGH
4
Partners Group Holding
Switzerland
$9.6M
5
CS
5
Credit Suisse
Switzerland
$5.91M

Top Sellers

1
MC
1
Muzinich & Co
New York
$38.5M
2
YMRC
2
Yorktown Management & Research Company
Virginia
$0
3
UBS Group
3
UBS Group
Switzerland
$15.8M
4
AR
4
Advisory Research
Illinois
$6.81M
5
SMDAM
5
Sumitomo Mitsui DS Asset Management
Japan
$6.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$90.8M 6,701,742 +97,585 +1%
MC
2
Muzinich & Co
New York
$38.5M 2,839,096 -1,051,463 -27%
LSV Asset Management
3
LSV Asset Management
Illinois
$33M 2,433,126 +624,303 +35%
RTS
4
Round Table Services
New Jersey
$18.2M 1,343,896 -2,130 -0.2%
UBS Group
5
UBS Group
Switzerland
$15.8M 1,166,078 -188,081 -14%
CIM
6
Confluence Investment Management
Missouri
$12.5M 919,431 +577 +0.1%
GC
7
Guggenheim Capital
Illinois
$11.4M 838,779 -33,711 -4%
Morgan Stanley
8
Morgan Stanley
New York
$10.5M 773,657 -80,267 -9%
PGH
9
Partners Group Holding
Switzerland
$9.6M 708,351 +246,184 +53%
AM
10
Ares Management
California
$8.96M 661,558 – –
PCM
11
Palisade Capital Management
New Jersey
$8.5M 627,452 +10,774 +2%
ACM
12
Advisors Capital Management
New Jersey
$8.26M 609,311 -33,529 -5%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$8.16M 602,000 +81,000 +16%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$7.04M 519,532 -14,280 -3%
AR
15
Advisory Research
Illinois
$6.81M 502,659 -93,095 -16%
VanEck Associates
16
VanEck Associates
New York
$6.59M 486,493 +8,829 +2%
SMDAM
17
Sumitomo Mitsui DS Asset Management
Japan
$6.51M 480,225 -92,766 -16%
Millennium Management
18
Millennium Management
New York
$6.28M 463,360 +105,629 +30%
BlackRock
19
BlackRock
New York
$5.94M 438,397 +32,715 +8%
CS
20
Credit Suisse
Switzerland
$5.91M 436,123 +231,890 +114%
WJA
21
Williams Jones & Associates
New York
$5.88M 433,975 -24,650 -5%
AAM
22
Advisors Asset Management
Colorado
$5.42M 400,090 +22,464 +6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.25M 387,615 +13,800 +4%
Invesco
24
Invesco
Georgia
$4.68M 345,639 -50,698 -13%
C
25
Cliffwater
California
$4.04M 298,079 +298,079 New
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