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OZ Management’s New Positions in 4Q14

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OZ Management

OZ Management, founded in 1994 and based in New York City, is a privately held sponsor of hedge funds. The fund serves corporations and funds and offers accounts for institutions that it manages separately. OZ manages client-focused portfolios separately.

The fund also launches and manages hedge funds for clients. The fund’s investments span fixed income and equity markets as well as the real estate sector.

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Portfolio size

The fund’s 4Q14 portfolio size was $37.14 billion, an increase from its 3Q14 portfolio that was worth $34.62 billion.

Top positions in 4Q14

The top positions held by OZ Management are listed in the table below.

As you can see in the table, Allergan, Inc. (AGN) and Actavis plc (ACT) are among OZ Management’s top positions in 4Q14. The fund also held a position in the SPDR S&P 500 ETF Trust (SPY).

Top new buys in 4Q14

In the table below are the new positions that OZ Management entered into in 4Q14.

The fund initiated new positions in Comcast Corporation (CMCSA), Yahoo! Inc. (YHOO), Endo International plc (ENDP), DIRECTV (DTV), and CDK Global Inc. (CDK).

In the next part of this series, we’ll take a look at OZ Management’s new position in Comcast Corporation (CMCSA).

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