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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 %
Wells Fargo
1
Wells Fargo
California
$54.6M 3,654,110 +1,259,200 +53%
SBK
2
Steven B. Klinsky
$49M 3,280,092 +196,931 +6%
Ameriprise
3
Ameriprise
Minnesota
$35.4M 2,367,905 -10,488 -0.4%
AAM
4
Advisors Asset Management
Colorado
$30.3M 2,028,838 +267,722 +15%
LCP
5
Lombardia Capital Partners
California
$24.8M 1,661,710 +478,735 +40%
Aviva
6
Aviva
United Kingdom
$20M 1,340,682 +1,070,682 +397%
Goldman Sachs
7
Goldman Sachs
New York
$17.7M 1,186,448 -35,106 -3%
UBS Group
8
UBS Group
Switzerland
$15M 1,002,383 +1,002,383 New
Neuberger Berman Group
9
Neuberger Berman Group
New York
$14.7M 982,120 +35,800 +4%
RTS
10
Round Table Services
New Jersey
$14.1M 945,818 +841 +0.1%
CIM
11
Confluence Investment Management
Missouri
$11.7M 780,558 -17,739 -2%
CS
12
Credit Suisse
Switzerland
$11.4M 762,027 +15,796 +2%
MC
13
Muzinich & Co
New York
$11.3M 757,298 +757,298 New
PCM
14
Palisade Capital Management
New Jersey
$8.83M 591,211 +4,328 +0.7%
ACM
15
Advisors Capital Management
New Jersey
$8.44M 565,194 +76,959 +16%
Morgan Stanley
16
Morgan Stanley
New York
$7.56M 505,989 -55,454 -10%
KCM
17
Kennedy Capital Management
Missouri
$7.11M 476,087 -13,822 -3%
YMRC
18
Yorktown Management & Research Company
Virginia
$7.1M 475,000 – –
Norges Bank
19
Norges Bank
Norway
$5.81M 388,820 -74,409 -16%
WFI
20
West Family Investments
California
$5.05M 337,800 – –
GC
21
Guggenheim Capital
Illinois
$4.07M 272,093 +33,200 +14%
WJA
22
Williams Jones & Associates
New York
$3.39M 227,200 +28,450 +14%
Invesco
23
Invesco
Georgia
$3.28M 219,557 +16,006 +8%
BG
24
BlackRock Group
United Kingdom
$3.16M 211,633 -33,073 -14%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$3.14M 210,281 -34,836 -14%
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