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New Mountain Finance
NMFC

Overview Fund Activity

95 hedge funds and large institutions have $433M invested in New Mountain Finance in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 12 closing their positions.

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
2.53%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
13
Increased
33
Reduced
33
Closed
12
Calls
$567K
Puts
$212K
Net Calls
+$355K
Net Calls Change
+$1.35M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$74.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.5M
3
UBS Group
3
UBS Group
Switzerland
$17.4M
4
MC
4
Muzinich & Co
New York
$12.6M
5
WJA
5
Williams Jones & Associates
New York
$4.55M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$3.92M
2
AAM
2
Advisors Asset Management
Colorado
$27.9M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
State Street
5
State Street
Massachusetts
$648K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$74.5M 5,104,373 +1,450,263 +40%
SBK
2
Steven B. Klinsky
$48.8M 3,345,088 +64,996 +2%
Ameriprise
3
Ameriprise
Minnesota
$34.3M 2,347,698 -20,207 -0.9%
AAM
4
Advisors Asset Management
Colorado
$27.9M 1,911,468 -117,370 -6%
LCP
5
Lombardia Capital Partners
California
$24.6M 1,687,309 +25,599 +2%
Aviva
6
Aviva
United Kingdom
$19.6M 1,340,682 – –
UBS Group
7
UBS Group
Switzerland
$17.4M 1,189,984 +187,601 +19%
Goldman Sachs
8
Goldman Sachs
New York
$16.6M 1,137,888 -48,560 -4%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$14.3M 982,555 +435 +0%
RTS
10
Round Table Services
New Jersey
$13M 889,561 -56,257 -6%
MC
11
Muzinich & Co
New York
$12.6M 864,058 +106,760 +14%
Morgan Stanley
12
Morgan Stanley
New York
$11.5M 786,322 +280,333 +55%
CIM
13
Confluence Investment Management
Missouri
$11.1M 762,028 -18,530 -2%
CS
14
Credit Suisse
Switzerland
$10.9M 746,027 -16,000 -2%
ACM
15
Advisors Capital Management
New Jersey
$8.96M 613,892 +48,698 +9%
PCM
16
Palisade Capital Management
New Jersey
$8.67M 593,606 +2,395 +0.4%
YMRC
17
Yorktown Management & Research Company
Virginia
$6.94M 475,000 – –
KCM
18
Kennedy Capital Management
Missouri
$6.66M 456,460 -19,627 -4%
WFI
19
West Family Investments
California
$4.93M 337,800 – –
WJA
20
Williams Jones & Associates
New York
$4.55M 311,475 +84,275 +37%
BG
21
BlackRock Group
United Kingdom
$4.19M 286,814 +75,181 +36%
GC
22
Guggenheim Capital
Illinois
$4.12M 282,096 +10,003 +4%
Norges Bank
23
Norges Bank
Norway
$3.92M 268,776 -120,044 -31%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$3.21M 219,548 +13,103 +6%
Invesco
25
Invesco
Georgia
$2.95M 201,964 -17,593 -8%
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