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New Mountain Finance
NMFC

Overview Fund Activity

94 hedge funds and large institutions have $422M invested in New Mountain Finance in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
94
Holders Change
+7
Holders Change %
+8.05%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
18
Increased
39
Reduced
25
Closed
9
Calls
$804K
Puts
$1.8M
Net Calls
-$999K
Net Calls Change
+$1.81M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$54.6M
2
Aviva
2
Aviva
United Kingdom
$20M
3
UBS Group
3
UBS Group
Switzerland
$15M
4
MC
4
Muzinich & Co
New York
$11.3M
5
LCP
5
Lombardia Capital Partners
California
$24.8M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$0
2
Axa
2
Axa
France
$403K
3
NCCM
3
Nine Chapters Capital Management
New Jersey
$910K
4
Norges Bank
4
Norges Bank
Norway
$5.81M
5
SCM
5
Sterling Capital Management
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAWC
51
P.A.W. Capital
Connecticut
$672K 45,000 +45,000 New
RIL
52
Rothschild Investment LLC
Illinois
$550K 36,844 +4,800 +15%
Stifel Financial
53
Stifel Financial
Missouri
$536K 35,854 +4,465 +14%
AA
54
ALPS Advisors
Colorado
$529K 35,384 -4,716 -12%
EM
55
EnTrustPermal Management
New York
$493K 32,996 -30,700 -48%
RVP
56
Relative Value Partners
Illinois
$470K 31,457 +20,914 +198%
Axa
57
Axa
France
$403K 26,960 -104,803 -80%
NL
58
NWAM LLC
Washington
$384K 25,700 – –
PGH
59
Partners Group Holding
Switzerland
$381K 25,500 +5,000 +24%
ICAS
60
Investors Capital Advisory Services
Massachusetts
$370K 24,793 +1,532 +7%
OC
61
Oppenheimer & Co
New York
$339K 22,703 +1,055 +5%
HCC
62
Hirtle Callaghan & Co
Pennsylvania
$299K 20,000 +20,000 New
D.E. Shaw & Co
63
D.E. Shaw & Co
New York
$297K 19,866 -59,269 -75%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$278K 19,114 +19,114 New
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$275K 18,431 +2,205 +14%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$272K 18,219 – –
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$259K 17,338 +4,643 +37%
SB
68
Suntrust Banks
Georgia
$248K 16,642 +364 +2%
EB
69
Eastern Bank
Massachusetts
$206K 13,800 – –
WRM
70
Westport Resources Management
Connecticut
$195K 13,047 -9,230 -41%
DC
71
Deere & Company
Illinois
$183K 12,271 – –
LTFS
72
Ladenburg Thalmann Financial Services
Florida
$178K 11,926 +727 +6%
KCM
73
Kempner Capital Management
Texas
$175K 11,700 – –
Bank of America
74
Bank of America
North Carolina
$172K 11,559 -111 -1%
AW
75
ACG Wealth
Georgia
$164K 11,000 +11,000 New
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3
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