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.
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
Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
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
Type | Company |
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Administrator | Pro |
Administrator | Pro |
Administrator | Pro |
Administrator | Pro |
Administrator | Pro |
Administrator | Pro |
Administrator | Pro |
Administrator | Pro |
Administrator | Pro |
Administrator | Pro |
Auditor | Pro |
Auditor | Pro |
Auditor | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Prime Broker | Pro |
Prime Broker | Pro |
Prime Broker | Pro |
Prime Broker | Pro |
Prime Broker | Pro |
Prime Broker | Pro |
Prime Broker | Pro |
Prime Broker | Pro |
Prime Broker | Pro |
Prime Broker | Pro |
Prime Broker | Pro |
Prime Broker | Pro |
Prime Broker | Pro |
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
[7]
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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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
[7]
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
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: http://www.ozcap.com
Fax Number: 212-719-0065
Website: http://www.ozcap.com
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