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New Mountain Finance
NMFC

Overview Fund Activity

87 hedge funds and large institutions have $357M invested in New Mountain Finance in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 37 reducing their positions, and 29 closing their positions.

Holders
87
Holders Change
-19
Holders Change %
-17.92%
% of All Funds
2.53%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
10
Increased
28
Reduced
37
Closed
29
Calls
$369K
Puts
$3.18M
Net Calls
-$2.81M
Net Calls Change
-$3.41M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$35.2M
2
SBK
2
Steven B. Klinsky
$45.3M
3
AAM
3
Advisors Asset Management
Colorado
$25.9M
4
RTS
4
Round Table Services
New Jersey
$13.9M
5
ACM
5
Advisors Capital Management
New Jersey
$7.17M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$6.81M
2
Northern Trust
2
Northern Trust
Illinois
$737K
3
U
3
UBS
Switzerland
$12.6M
4
Deutsche Bank
4
Deutsche Bank
Germany
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$8.25M
Name Market Value Shares Shares
Change 		Shares
Change %
SBK
1
Steven B. Klinsky
$45.3M 3,083,161 +410,604 +15%
Wells Fargo
2
Wells Fargo
California
$35.2M 2,394,910 +839,336 +54%
Ameriprise
3
Ameriprise
Minnesota
$34.9M 2,378,393 -1,817 -0.1%
AAM
4
Advisors Asset Management
Colorado
$25.9M 1,761,116 +264,672 +18%
Goldman Sachs
5
Goldman Sachs
New York
$17.9M 1,221,554 -33,436 -3%
LCP
6
Lombardia Capital Partners
California
$17.4M 1,182,975 -44,419 -4%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$13.9M 946,320 +10,577 +1%
RTS
8
Round Table Services
New Jersey
$13.9M 944,977 +96,978 +11%
U
9
UBS
Switzerland
$12.6M 855,708 -281,395 -25%
CIM
10
Confluence Investment Management
Missouri
$11.7M 798,297 -3,972 -0.5%
CS
11
Credit Suisse
Switzerland
$11M 746,231 -139,653 -16%
PCM
12
Palisade Capital Management
New Jersey
$8.62M 586,883 -4,111 -0.7%
Morgan Stanley
13
Morgan Stanley
New York
$8.25M 561,443 -220,392 -28%
KCM
14
Kennedy Capital Management
Missouri
$7.2M 489,909 -146,919 -23%
ACM
15
Advisors Capital Management
New Jersey
$7.17M 488,235 +93,175 +24%
YMRC
16
Yorktown Management & Research Company
Virginia
$6.98M 475,000 +10,000 +2%
Norges Bank
17
Norges Bank
Norway
$6.81M 463,229 -463,229 -50%
WFI
18
West Family Investments
California
$4.96M 337,800 -2,000 -0.6%
AllianceBernstein
19
AllianceBernstein
Tennessee
$4.54M 309,336 -71,285 -19%
Aviva
20
Aviva
United Kingdom
$3.97M 270,000 – –
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$3.6M 245,117 +16,503 +7%
BG
22
BlackRock Group
United Kingdom
$3.6M 244,706 -31,687 -11%
GC
23
Guggenheim Capital
Illinois
$3.51M 238,893 +55,084 +30%
Invesco
24
Invesco
Georgia
$2.99M 203,551 -45,855 -18%
WJA
25
Williams Jones & Associates
New York
$2.92M 198,750 +24,500 +14%
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