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New Mountain Finance
NMFC

Overview Fund Activity

94 hedge funds and large institutions have $429M invested in New Mountain Finance in 2015 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 11 closing their positions.

Holders
94
Holders Change
-1
Holders Change %
-1.05%
% of All Funds
2.54%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
13
Increased
38
Reduced
28
Closed
11
Calls
$2.3M
Puts
$20K
Net Calls
+$2.28M
Net Calls Change
+$1.92M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$85.3M
2
Aviva
2
Aviva
United Kingdom
$22.1M
3
MC
3
Muzinich & Co
New York
$14.3M
4
WJA
4
Williams Jones & Associates
New York
$5.97M
5
SBK
5
Steven B. Klinsky
$49.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$27.1M
2
LCP
2
Lombardia Capital Partners
California
$18.2M
3
AAM
3
Advisors Asset Management
Colorado
$21.6M
4
UBS Group
4
UBS Group
Switzerland
$16.2M
5
Northern Trust
5
Northern Trust
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$85.3M 5,889,655 +785,282 +15%
SBK
2
Steven B. Klinsky
$49.6M 3,421,575 +76,487 +2%
Ameriprise
3
Ameriprise
Minnesota
$27.1M 1,869,392 -478,306 -20%
Aviva
4
Aviva
United Kingdom
$22.1M 1,522,732 +182,050 +14%
AAM
5
Advisors Asset Management
Colorado
$21.6M 1,488,979 -422,489 -22%
LCP
6
Lombardia Capital Partners
California
$18.2M 1,254,774 -432,535 -26%
UBS Group
7
UBS Group
Switzerland
$16.2M 1,120,651 -69,333 -6%
Goldman Sachs
8
Goldman Sachs
New York
$15.9M 1,096,139 -41,749 -4%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$15.2M 1,049,830 +67,275 +7%
MC
10
Muzinich & Co
New York
$14.3M 987,088 +123,030 +14%
RTS
11
Round Table Services
New Jersey
$13.5M 933,172 +43,611 +5%
Morgan Stanley
12
Morgan Stanley
New York
$12.3M 848,926 +62,604 +8%
CIM
13
Confluence Investment Management
Missouri
$11M 758,224 -3,804 -0.5%
CS
14
Credit Suisse
Switzerland
$10.8M 743,246 -2,781 -0.4%
ACM
15
Advisors Capital Management
New Jersey
$9.46M 652,694 +38,802 +6%
PCM
16
Palisade Capital Management
New Jersey
$8.59M 593,084 -522 -0.1%
KCM
17
Kennedy Capital Management
Missouri
$6.43M 443,619 -12,841 -3%
WJA
18
Williams Jones & Associates
New York
$5.97M 412,275 +100,800 +32%
YMRC
19
Yorktown Management & Research Company
Virginia
$5.95M 410,352 -64,648 -14%
WFI
20
West Family Investments
California
$4.89M 337,800 – –
GC
21
Guggenheim Capital
Illinois
$4.08M 281,211 -885 -0.3%
BG
22
BlackRock Group
United Kingdom
$4.03M 278,019 -8,795 -3%
Invesco
23
Invesco
Georgia
$3.42M 236,114 +34,150 +17%
Norges Bank
24
Norges Bank
Norway
$3.11M 214,547 -54,229 -20%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$2.76M 190,703 -5,928 -3%
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