UBS O'CONNOR LLC Overview
Ubs O'connor Llc is a hedge fund that manages 13.1 BN dollars in regulatory AUM and has 161 employees, of which 66 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 06/30/17. The fund's latest filing disclosed 4BN in positions, representing 31% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/17. The fund's latest filing disclosed 4BN in positions, representing 31% of the manager's regulatory AUM.
UBS O'CONNOR LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
UBS O'CONNOR LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| RAI | 9.16% | Cons. Staples | 0.55% | 0.01% | 1 | 15% | ||
| POST | 2.74% | Cons. Staples | 9.94% | 0.26% | 1 | 9% | ||
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FEATURED IN
UBS O'CONNOR LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Nicholas J. Vagra | Chief Operating Officer | January-2004 |
| Dawn N. Fitzpatrick | Global Head Of O'Connor | August-2013 |
| Salvatore Digangi | Chief Compliance Officer | September-2013 |
| Andrew D. Hollenbeck | General Counsel | November-2013 |
UBS O'CONNOR LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
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| Administrator | Pro |
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| Custodian | Pro |
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| Prime Broker | Pro |
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UBS O'CONNOR LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
O’Connor primarily uses a combination of fundamental and/or quantitative analysis when formulating its investment advice and/or managing the funds’ assets. Despite the foregoing, nothing limits O’Connor from utilizing other methods of analysis as it sees fit.
Fundamental: O’Connor will attempt to measure the intrinsic value of a company by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is under priced (indicating it may be a good time to buy) or overpriced (indicating it may be a good time to sell). This type of analysis is conducted primarily from a bottom-up view. This bottom-up analysis typically involves continually monitoring companies looking for change or fundamental trends within them. Views are also taken as a result of vari...
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Methods of Analysis
O’Connor primarily uses a combination of fundamental and/or quantitative analysis when formulating its investment advice and/or managing the funds’ assets. Despite the foregoing, nothing limits O’Connor from utilizing other methods of analysis as it sees fit.
Fundamental: O’Connor will attempt to measure the intrinsic value of a company by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is under priced (indicating it may be a good time to buy) or overpriced (indicating it may be a good time to sell). This type of analysis is conducted primarily from a bottom-up view. This bottom-up analysis typically involves continually monitoring companies looking for change or fundamental trends within them. Views are also taken as a result of vari...
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UBS O'CONNOR LLC Portfolio Concentration
UBS O'CONNOR LLC Location
ONE NORTH WACKER DRIVE, 32ND FLOOR
CHICAGO, Illinois
UNITED STATES, 60606
CHICAGO, Illinois
UNITED STATES, 60606
UBS O'CONNOR LLC Contact Information
Phone Number: 312-525-6000
Fax Number: 312-525-5042
Website: null
Fax Number: 312-525-5042
Website: null
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