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New Mountain Finance
NMFC

Overview Fund Activity

85 hedge funds and large institutions have $262M invested in New Mountain Finance in 2013 Q2 according to their latest regulatory filings, with 85 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
85
Holders Change
+85
Holders Change %
–
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
85
Increased
–
Reduced
–
Closed
–
Calls
$908K
Puts
$341K
Net Calls
+$567K
Net Calls Change
+$567K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$35.9M
2
SBK
2
Steven B. Klinsky
$34.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$17.3M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$14.4M
5
AAM
5
Advisors Asset Management
Colorado
$12.3M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$35.9M 2,537,229 +2,537,229 New
SBK
2
Steven B. Klinsky
$34.7M 2,449,219 +2,449,219 New
Goldman Sachs
3
Goldman Sachs
New York
$17.3M 1,218,555 +1,218,555 New
Neuberger Berman Group
4
Neuberger Berman Group
New York
$14.4M 1,019,274 +1,019,274 New
AAM
5
Advisors Asset Management
Colorado
$12.3M 865,273 +865,273 New
BFA
6
BlackRock Fund Advisors
California
$11.4M 802,676 +802,676 New
ACM
7
Ashford Capital Management
Delaware
$9.81M 692,470 +692,470 New
KCM
8
Kennedy Capital Management
Missouri
$9.08M 641,413 +641,413 New
CS
9
Credit Suisse
Switzerland
$8.13M 573,869 +573,869 New
PCM
10
Palisade Capital Management
New Jersey
$7.95M 561,370 +561,370 New
CIM
11
Confluence Investment Management
Missouri
$7.16M 505,565 +505,565 New
State Street
12
State Street
Massachusetts
$7.09M 500,909 +500,909 New
U
13
UBS
Switzerland
$6.81M 480,621 +480,621 New
BIT
14
BlackRock Institutional Trust
California
$5.75M 406,038 +406,038 New
WFI
15
West Family Investments
California
$4.81M 339,800 +339,800 New
Northern Trust
16
Northern Trust
Illinois
$4.55M 321,276 +321,276 New
YMRC
17
Yorktown Management & Research Company
Virginia
$4.49M 317,000 +317,000 New
Wells Fargo
18
Wells Fargo
California
$4.31M 304,193 +304,193 New
Vanguard Group
19
Vanguard Group
Pennsylvania
$4.11M 290,181 +290,181 New
Morgan Stanley
20
Morgan Stanley
New York
$3.98M 280,901 +280,901 New
RTS
21
Round Table Services
New Jersey
$3.93M 277,748 +277,748 New
PI
22
Putnam Investments
Massachusetts
$3.83M 270,664 +270,664 New
WJA
23
Williams Jones & Associates
New York
$3.57M 252,000 +252,000 New
Invesco
24
Invesco
Georgia
$3M 212,021 +212,021 New
DCM
25
Dialectic Capital Management
Connecticut
$2.48M 175,000 +175,000 New
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