ALPINE ASSOCIATES MANAGEMENT INC.

HTTP://WWW.ALPINEASSOCIATESMANAGEMENT.COM ENGLEWOOD CLIFFS, NJ Investment Advisor Hedge Fund How do I update this listing?

Alpine Associates Management is based out of Englewood Cliffs. Alpine Associates Management is a hedge fund with 12 clients and discretionary assets under management (AUM) of $3,993,932,605 (Form ADV from 2020-03-31). Their last reported 13F filing for Q1 2020 included $2,514,586,000 in managed 13F securities and a top 10 holdings concentration of 53.42%. Alpine Associates Management's largest holding is Mellanox Technologies Ltd with shares held of 1,596,657. Alpine Associates Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 26 13F filings, and 7 13G filings

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03/31/2020

13F Activity

  • Market Value $2.515 Billion
  • Prior Market Value $3.143 Billion
  • New Purchases25 stocks
  • Additional Purchases15 stocks
  • Sold out of22 stocks
  • Reduced holdings in9 stocks
  • Top 10 Holdings % 53.42 %
  • Turnover % [1]:95.92%
  • Turnover Alt % [2]: 56.63 %
  • Time Held Top20:1.30 quarters
  • Time Held Top10:1.40 quarters
  • Time Held All:1.08 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 12.85%
Performance Last 4 Quarters: -1.77%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

ALPINE ASSOCIATES MANAGEMENT INC.
Classified as Hedge Fund
574 SYLVAN AVENUE SUITE 100
ENGLEWOOD CLIFFS NJ    07632-3101
Country: United States

Business Phone: 201-871-0866
Fax: 201-894-5400
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: DE
Number of employees: 24
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 3,092,340,000
Total Number of Clients: 12
Amount of client funds and securities by related persons: 0
Total Number of clients from related persons: 0
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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ALPINE ASSOCIATES MANAGEMENT INC.

ownership team - last updated 2020-03-31
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ALPINE ASSOCIATES, A LIMITED PARTNERSHIP United States 805-4300183925 Hedge Fund 268,711,373 100,000
ALPINE DEDICATED, L.P. United States 805-8715260680 Hedge Fund 197,152,103 100,000
ALPINE HERITAGE II, L.P. United States 805-3856631018 Hedge Fund 404,004,081 100,000
ALPINE HERITAGE OFFSHORE FUND LTD. British Virgin Islands 805-7156167176 Hedge Fund 225,221,603 100,000
ALPINE INSTITUTIONAL, L.P. United States 805-7781646319 Hedge Fund 637,945,688 100,000
ALPINE HERITAGE, L.P. United States 805-6473977756 Hedge Fund 1,373,457,596 100,000
ALPINE PARTNERS, L.P. United States 805-6997263177 Hedge Fund 35,984,440 100,000
ALPINE MERGER GROWTH, L.P. United States 805-5386890920 Hedge Fund 142,213,445 100,000
PALISADES PARTNERS, L.P. United States 805-7018271889 Hedge Fund 32,875,409 100,000
ALPINE HERITAGE JAPAN TRUST Cayman Islands 805-6172522132 Hedge Fund 180,505,346 1,000,000

ALPINE ASSOCIATES MANAGEMENT INC.

ownership team - last updated 2019-05-03
Name Title Start Date Direct/Indirect % Ownership
ZOELLNER, VICTORIA, E. CHAIRMAN, DIRECTOR 01/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
ECKERT CORPORATION PRESIDENT direct 1984-05-01
ALPINE ASSOCIATES MANAGEMENT INC. CHAIRMAN, DIRECTOR direct 2015-01-01
MASON, TODD, J. CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
ZOELLNER, ROBERT EMIL CHIEF COMPLIANCE OFFICER direct 2005-12-01
ALPINE ASSOCIATES MANAGEMENT INC. CHIEF COMPLIANCE OFFICER direct 2000-05-01
ALPINE ASSOCIATES MANAGEMENT INC. CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER direct 2015-01-01
FIORELLO, FRANK, JOSEPH CHIEF INFORMATION OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARBITRAGE & TRADING MANAGEMENT COMPANY CHIEF TRADING OFFICER direct 2005-12-01
ZOELLNER, ROBERT EMIL CHIEF INFORMATION OFFICER direct 2014-01-01
ALPINE ASSOCIATES MANAGEMENT INC. CHIEF TRADING OFFICER direct 2005-12-01
ALPINE ASSOCIATES MANAGEMENT INC. CHIEF INFORMATION OFFICER direct 2014-01-01
ZOELLNER, ROBERT, EMIL CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER, DIRECTOR 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARBITRAGE & TRADING MANAGEMENT COMPANY CHIEF PORTFOLIO OFFICER direct 2005-12-01
ZOELLNER, ROBERT EMIL CO-CHIEF INVESTMENT OFFICER direct 2014-01-01
ALPINE ASSOCIATES MANAGEMENT INC. CHIEF PORTFOLIO OFFICER direct 2006-04-01
ALPINE ASSOCIATES MANAGEMENT INC. CO-CHIEF INVESTMENT OFFICER direct 2014-01-01
ALPINE ASSOCIATES MANAGEMENT INC. CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER, DIRECTOR direct 2015-01-01
SMIRCICH, MICHAEL, C DIRECTOR OF OPERATIONS 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
ZOELLNER, ROBERT EMIL CHIEF OPERATIONS OFFICER direct 2008-02-01
ALPINE ASSOCIATES MANAGEMENT INC. CHIEF OPERATIONS OFFICER direct 2008-02-01
ALPINE ASSOCIATES MANAGEMENT INC. DIRECTOR OF OPERATIONS direct 2015-01-01
TENEBRUSO, MICHAEL, ANTHONY CO-CHIEF INVESTMENT OFFICER, DIRECTOR 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
ZOELLNER, ROBERT EMIL CO-CHIEF INVESTMENT OFFICER direct 2014-01-01
ALPINE ASSOCIATES MANAGEMENT INC. CO-CHIEF INVESTMENT OFFICER direct 2014-01-01
ALPINE ASSOCIATES MANAGEMENT INC. CO-CHIEF INVESTMENT OFFICER, DIRECTOR direct 2015-01-01
JALIL, JAMES, P. DIRECTOR 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALPINE ASSOCIATES MANAGEMENT INC. DIRECTOR direct 2015-01-01
COAN, STEPHEN, SAMUEL DIRECTOR 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALPINE ASSOCIATES MANAGEMENT INC. DIRECTOR direct 2016-01-01
POST, NEAL CFO 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALPINE ASSOCIATES MANAGEMENT INC. CFO direct 2019-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ALPINE ASSOCIATES, A LIMITED PARTNERSHIP United States 805-4300183925 Hedge Fund 273,337,766 100,000
ALPINE DEDICATED, L.P. United States 805-8715260680 Hedge Fund 144,617,871 100,000
ALPINE HERITAGE II, L.P. United States 805-3856631018 Hedge Fund 344,868,641 100,000
ALPINE HERITAGE OFFSHORE FUND LTD. British Virgin Islands 805-7156167176 Hedge Fund 179,843,464 100,000
ALPINE INSTITUTIONAL, L.P. United States 805-7781646319 Hedge Fund 405,906,248 100,000
ALPINE HERITAGE, L.P. United States 805-6473977756 Hedge Fund 1,179,873,233 100,000
ALPINE PARTNERS, L.P. United States 805-6997263177 Hedge Fund 36,707,124 100,000
ALPINE MERGER GROWTH, L.P. United States 805-5386890920 Hedge Fund 98,185,833 100,000
PALISADES PARTNERS, L.P. United States 805-7018271889 Hedge Fund 35,098,969 100,000
ALPINE HERITAGE JAPAN TRUST Cayman Islands 805-6172522132 Hedge Fund 106,155,501 1,000,000

ALPINE ASSOCIATES MANAGEMENT INC.

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
ZOELLNER, VICTORIA, E. CHAIRMAN, DIRECTOR 01/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
ECKERT CORPORATION PRESIDENT direct 1984-05-01
ALPINE ASSOCIATES MANAGEMENT INC. CHAIRMAN, DIRECTOR direct 2015-01-01
MASON, TODD, J. CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
ZOELLNER, ROBERT EMIL CHIEF COMPLIANCE OFFICER direct 2005-12-01
ALPINE ASSOCIATES MANAGEMENT INC. CHIEF COMPLIANCE OFFICER direct 2000-05-01
ALPINE ASSOCIATES MANAGEMENT INC. CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER direct 2015-01-01
FIORELLO, FRANK, JOSEPH CHIEF INFORMATION OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARBITRAGE & TRADING MANAGEMENT COMPANY CHIEF TRADING OFFICER direct 2005-12-01
ZOELLNER, ROBERT EMIL CHIEF INFORMATION OFFICER direct 2014-01-01
ALPINE ASSOCIATES MANAGEMENT INC. CHIEF TRADING OFFICER direct 2005-12-01
ALPINE ASSOCIATES MANAGEMENT INC. CHIEF INFORMATION OFFICER direct 2014-01-01
ZOELLNER, ROBERT, EMIL CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER, DIRECTOR 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARBITRAGE & TRADING MANAGEMENT COMPANY CHIEF PORTFOLIO OFFICER direct 2005-12-01
ZOELLNER, ROBERT EMIL CO-CHIEF INVESTMENT OFFICER direct 2014-01-01
ALPINE ASSOCIATES MANAGEMENT INC. CHIEF PORTFOLIO OFFICER direct 2006-04-01
ALPINE ASSOCIATES MANAGEMENT INC. CO-CHIEF INVESTMENT OFFICER direct 2014-01-01
ALPINE ASSOCIATES MANAGEMENT INC. CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER, DIRECTOR direct 2015-01-01
SMIRCICH, MICHAEL, C DIRECTOR OF OPERATIONS 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
ZOELLNER, ROBERT EMIL CHIEF OPERATIONS OFFICER direct 2008-02-01
ALPINE ASSOCIATES MANAGEMENT INC. CHIEF OPERATIONS OFFICER direct 2008-02-01
ALPINE ASSOCIATES MANAGEMENT INC. DIRECTOR OF OPERATIONS direct 2015-01-01
TENEBRUSO, MICHAEL, ANTHONY CO-CHIEF INVESTMENT OFFICER, DIRECTOR 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
ZOELLNER, ROBERT EMIL CO-CHIEF INVESTMENT OFFICER direct 2014-01-01
ALPINE ASSOCIATES MANAGEMENT INC. CO-CHIEF INVESTMENT OFFICER direct 2014-01-01
ALPINE ASSOCIATES MANAGEMENT INC. CO-CHIEF INVESTMENT OFFICER, DIRECTOR direct 2015-01-01
JALIL, JAMES, P. DIRECTOR 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALPINE ASSOCIATES MANAGEMENT INC. DIRECTOR direct 2015-01-01
COAN, STEPHEN, SAMUEL DIRECTOR 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALPINE ASSOCIATES MANAGEMENT INC. DIRECTOR direct 2016-01-01
POST, NEAL CFO 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALPINE ASSOCIATES MANAGEMENT INC. CFO direct 2019-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ALPINE HERITAGE JAPAN TRUST Cayman Islands 805-6172522132 Hedge Fund 106,155,501 1,000,000
ALPINE ASSOCIATES, A LIMITED PARTNERSHIP United States 805-4300183925 Hedge Fund 273,337,766 100,000
ALPINE DEDICATED, L.P. United States 805-8715260680 Hedge Fund 144,617,871 100,000
ALPINE HERITAGE II, L.P. United States 805-3856631018 Hedge Fund 344,868,641 100,000
ALPINE HERITAGE OFFSHORE FUND LTD. British Virgin Islands 805-7156167176 Hedge Fund 179,843,464 100,000
ALPINE INSTITUTIONAL, L.P. United States 805-7781646319 Hedge Fund 405,906,248 100,000
ALPINE HERITAGE, L.P. United States 805-6473977756 Hedge Fund 1,179,873,233 100,000
ALPINE PARTNERS, L.P. United States 805-6997263177 Hedge Fund 36,707,124 100,000
ALPINE MERGER GROWTH, L.P. United States 805-5386890920 Hedge Fund 98,185,833 100,000
PALISADES PARTNERS, L.P. United States 805-7018271889 Hedge Fund 35,098,969 100,000

ALPINE ASSOCIATES MANAGEMENT INC.

ownership team - last updated 2017-09-21
Name Title Start Date Direct/Indirect % Ownership
COAN, STEPHEN, SAMUEL DIRECTOR 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALPINE ASSOCIATES MANAGEMENT INC. DIRECTOR direct 2016-01-01
JALIL, JAMES, P. DIRECTOR 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALPINE ASSOCIATES MANAGEMENT INC. DIRECTOR direct 2015-01-01
TENEBRUSO, MICHAEL, ANTHONY CO-CHIEF INVESTMENT OFFICER, DIRECTOR 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
ZOELLNER, ROBERT EMIL CO-CHIEF INVESTMENT OFFICER direct 2014-01-01
ALPINE ASSOCIATES MANAGEMENT INC. CO-CHIEF INVESTMENT OFFICER direct 2014-01-01
ALPINE ASSOCIATES MANAGEMENT INC. CO-CHIEF INVESTMENT OFFICER, DIRECTOR direct 2015-01-01
SMIRCICH, MICHAEL, C DIRECTOR OF OPERATIONS 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
ZOELLNER, ROBERT EMIL CHIEF OPERATIONS OFFICER direct 2008-02-01
ALPINE ASSOCIATES MANAGEMENT INC. CHIEF OPERATIONS OFFICER direct 2008-02-01
ALPINE ASSOCIATES MANAGEMENT INC. DIRECTOR OF OPERATIONS direct 2015-01-01
ZOELLNER, ROBERT, EMIL CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER, DIRECTOR 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARBITRAGE & TRADING MANAGEMENT COMPANY CHIEF PORTFOLIO OFFICER direct 2005-12-01
ZOELLNER, ROBERT EMIL CO-CHIEF INVESTMENT OFFICER direct 2014-01-01
ALPINE ASSOCIATES MANAGEMENT INC. CHIEF PORTFOLIO OFFICER direct 2006-04-01
ALPINE ASSOCIATES MANAGEMENT INC. CO-CHIEF INVESTMENT OFFICER direct 2014-01-01
ALPINE ASSOCIATES MANAGEMENT INC. CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER, DIRECTOR direct 2015-01-01
FIORELLO, FRANK, JOSEPH CHIEF INFORMATION OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARBITRAGE & TRADING MANAGEMENT COMPANY CHIEF TRADING OFFICER direct 2005-12-01
ZOELLNER, ROBERT EMIL CHIEF INFORMATION OFFICER direct 2014-01-01
ALPINE ASSOCIATES MANAGEMENT INC. CHIEF TRADING OFFICER direct 2005-12-01
ALPINE ASSOCIATES MANAGEMENT INC. CHIEF INFORMATION OFFICER direct 2014-01-01
MASON, TODD, J. CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
ZOELLNER, ROBERT EMIL CHIEF COMPLIANCE OFFICER direct 2005-12-01
ALPINE ASSOCIATES MANAGEMENT INC. CHIEF COMPLIANCE OFFICER direct 2000-05-01
ALPINE ASSOCIATES MANAGEMENT INC. CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER direct 2015-01-01
POST, GERALD, JAY CFO 07/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
ZOELLNER, ROBERT EMIL CFO direct 2005-12-01
ALPINE ASSOCIATES MANAGEMENT INC. CFO direct 2004-07-01
ZOELLNER, VICTORIA, E. CHAIRMAN, DIRECTOR 01/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
ECKERT CORPORATION PRESIDENT direct 1984-05-01
ALPINE ASSOCIATES MANAGEMENT INC. CHAIRMAN, DIRECTOR direct 2015-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ALPINE ASSOCIATES, A LIMITED PARTNERSHIP United States 805-4300183925 Hedge Fund 563,458,023 100,000
ALPINE DEDICATED, L.P. United States 805-8715260680 Hedge Fund 195,412,738 100,000
ALPINE HERITAGE II, L.P. United States 805-3856631018 Hedge Fund 541,894,197 100,000
ALPINE HERITAGE OFFSHORE FUND LTD. British Virgin Islands 805-7156167176 Hedge Fund 240,655,045 100,000
ALPINE INSTITUTIONAL, L.P. United States 805-7781646319 Hedge Fund 399,839,262 100,000
ALPINE HERITAGE, L.P. United States 805-6473977756 Hedge Fund 1,709,800,626 100,000
ALPINE PARTNERS, L.P. United States 805-6997263177 Hedge Fund 42,412,449 100,000
PALISADES PARTNERS, L.P. United States 805-7018271889 Hedge Fund 32,682,449 100,000
ALPINE HERITAGE JAPAN TRUST Cayman Islands 805-6172522132 Hedge Fund 39,487,387 1,000,000

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