OZ MANAGEMENT LP Overview

Oz Management Lp is a hedge fund that manages 67.1 BN dollars in regulatory AUM and has 595 employees, of which 164 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 12/31/22. The fund's latest filing disclosed 5BN in positions, representing 7% of the manager's regulatory AUM.

OZ MANAGEMENT LP StockAlpha

-4.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

OZ MANAGEMENT LP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FWONK 14.51% Unknown 0% -0.38% 0 9%
CHTR 7.14% Cons. Disc. -7.65% -0.63% 1 12%
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OZ MANAGEMENT LP Founders and Key Employees

Name Title In Position Since
Daniel S. Och Chief Executive Officer And Executive Managing Director January-1998
David Windreich Executive Managing Director And Head Of U.S. And European Investing January-1998
Joel M. Frank Chief Financial Officer, Senior Chief Operating Officer And Executive Managing Director January-1998
Steven E. Orbuch Senior Principal And Limited Partner For Och-Ziff Real Estate Advisors Lp Only November-2003
Andrew J. Frank Chief Executive Officer Of Och-Ziff Management Europe Limited Only And Executive Managing Director March-2013
Zoltan Varga Responsible Officer Of Och-Ziff Capital Management Hong Kong Limited Only And Board Of Director Of Ozhk December-2008
David M. Becker Chief Compliance Officer, Chief Legal Officer And Executive Managing Director July-2014

OZ MANAGEMENT LP Brokers, Custodians, Auditors and Administrators

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OZ MANAGEMENT LP Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

We employ a wide range of investment strategies in managing Client assets, which include, but are not limited to:

 Risk or Merger Arbitrage  Long/Short Equity Special Situations

 Convertible/Derivative Arbitrage  Capital Structure Arbitrage

 Corporate Credit  Private Investments

 Structured Credit  Real Estate





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Please note that a Client may pursue one or more of the above strategies or one or more strategies that are not included in the list above. Each of the strategies set forth above may incorporate sub-strategies in addition to the broad strategy described. In this regard, you should carefully review the periodic reports provided for your account. Furthermor...
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OZ MANAGEMENT LP Portfolio Concentration

OZ MANAGEMENT LP Location

9 WEST 57TH STREET
39TH FLOOR
NEW YORK, New York
UNITED STATES, 10019

OZ MANAGEMENT LP Contact Information

Phone Number: 212-790-0000
Fax Number: 212-719-0065
Website:

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