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New Mountain Finance
NMFC

Overview Fund Activity

106 hedge funds and large institutions have $384M invested in New Mountain Finance in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 27 closing their positions.

Holders
106
Holders Change
-4
Holders Change %
-3.64%
% of All Funds
3.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
23
Increased
45
Reduced
27
Closed
27
Calls
$915K
Puts
$309K
Net Calls
+$606K
Net Calls Change
-$649K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$13.8M
2
Wells Fargo
2
Wells Fargo
California
$23.1M
3
RTS
3
Round Table Services
New Jersey
$12.6M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$5.66M
5
CS
5
Credit Suisse
Switzerland
$13.2M

Top Sellers

1
BFA
1
BlackRock Fund Advisors
California
$0
2
State Street
2
State Street
Massachusetts
$1.81M
3
ACM
3
Ashford Capital Management
Delaware
$0
4
BIT
4
BlackRock Institutional Trust
California
$0
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SBK
1
Steven B. Klinsky
$39.7M 2,672,557 +29,467 +1%
Ameriprise
2
Ameriprise
Minnesota
$35.4M 2,380,210 -2,734 -0.1%
Wells Fargo
3
Wells Fargo
California
$23.1M 1,555,574 +804,515 +107%
AAM
4
Advisors Asset Management
Colorado
$22.2M 1,496,444 +225,024 +18%
Goldman Sachs
5
Goldman Sachs
New York
$18.6M 1,254,990 +128,738 +11%
LCP
6
Lombardia Capital Partners
California
$18.2M 1,227,394 +141,311 +13%
U
7
UBS
Switzerland
$16.9M 1,137,103 +253,271 +29%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$13.9M 935,743 -236,742 -20%
Norges Bank
9
Norges Bank
Norway
$13.8M 926,458 +926,458 New
CS
10
Credit Suisse
Switzerland
$13.2M 885,884 +310,483 +54%
RTS
11
Round Table Services
New Jersey
$12.6M 847,999 +511,820 +152%
CIM
12
Confluence Investment Management
Missouri
$11.9M 802,269 +179,600 +29%
Morgan Stanley
13
Morgan Stanley
New York
$11.6M 781,835 +86,453 +12%
KCM
14
Kennedy Capital Management
Missouri
$9.46M 636,828 -9,666 -1%
PCM
15
Palisade Capital Management
New Jersey
$8.78M 590,994 -10,070 -2%
YMRC
16
Yorktown Management & Research Company
Virginia
$6.91M 465,000 +95,000 +26%
ACM
17
Advisors Capital Management
New Jersey
$5.87M 395,060 +64,294 +19%
AllianceBernstein
18
AllianceBernstein
Tennessee
$5.66M 380,621 +327,629 +618%
Northern Trust
19
Northern Trust
Illinois
$5.33M 358,899 -183,559 -34%
WFI
20
West Family Investments
California
$5.05M 339,800 – –
BG
21
BlackRock Group
United Kingdom
$4.11M 276,393 -25,326 -8%
Aviva
22
Aviva
United Kingdom
$4.01M 270,000 +270,000 New
Deutsche Bank
23
Deutsche Bank
Germany
$3.73M 251,416 +216,030 +610%
Invesco
24
Invesco
Georgia
$3.71M 249,406 +70,023 +39%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$3.4M 228,614 +19,868 +10%
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