Equal-WT
WhaleScore
HTTPS://WWW.OMEGA-ADVISORS.COM/ • BOCA RATON, FL • Investment Advisor • Billionaires Group • Hedge Fund How do I update this listing?
Cooperman Leon G is based out of Boca Raton and is run by Leon Cooperman. Cooperman Leon G is a large advisory firm with 7 clients and discretionary assets under management (AUM) of $4,372,950,123 (Form ADV from 2018-03-29). Their last reported 13F filing for Q3 2019 included $1,681,578,000 in managed 13F securities and a top 10 holdings concentration of 54.7%. Cooperman Leon G's largest holding is FIserv Inc. with shares held of 2,096,663. Cooperman Leon G has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 79 13F filings, 25 13D filings, 223 13G filings, and 16 Form 4 filings
09/30/2019
09/30/2019
09/30/2019
09/30/2019
09/30/2019
[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.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14
Performance for Q3 2019: | 4.49% |
Performance Last 4 Quarters: | -10.08% |
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 |
SEC Registration as : | Large Advisory Firm |
Form of Organization: | Corporation |
Organized in: | DE |
Number of employees: | 33 |
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: | 3,664,710,000 |
Total Number of Clients: | 7 |
Amount of client funds and securities by related persons: | 3,664,710,000 |
Total Number of clients from related persons: | 8 |
Disclosures: | 11.C (2),11.C (4),11.C (5),11.H (2) |
Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||||||||||||||||||||||
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COOPERMAN, LEON, G | CHIEF EXECUTIVE OFFICER AND PRESIDENT | 08/01/1991 | Direct | 75% or more | |||||||||||||||||||||||||||||||
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EINHORN, STEVEN, GARY | VICE CHAIRMAN | 05/01/1999 | Direct | less than 5% | |||||||||||||||||||||||||||||||
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LEONG, SUSAN, JOY | CHIEF COMPLIANCE OFFICER | 09/01/2005 | Direct | less than 5% | |||||||||||||||||||||||||||||||
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LEVY, EDWARD | CHIEF FINANCIAL OFFICER | 03/01/2006 | Direct | less than 5% | |||||||||||||||||||||||||||||||
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BLOOM, DAVID, NMN | CHIEF OPERATING OFFICER | 06/01/2013 | Direct | less than 5% | |||||||||||||||||||||||||||||||
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Name | Country | Fund Identification Number | Fund Type | Gross Asset Value | Minimum Investment | Other |
---|---|---|---|---|---|---|
OMEGA OVERSEAS PARTNERS, LTD. | Cayman Islands | 805-9844835482 | Hedge Fund | 1,853,341,966 | 1,000,000 | |
OMEGA CAPITAL PARTNERS, L.P. | United States | 805-5280468807 | Hedge Fund | 1,604,512,047 | 1,000,000 | |
OMEGA EQUITY INVESTORS, L.P. | United States | 805-4873168575 | Hedge Fund | 907,253,652 | 1,000,000 | |
OMEGA CHARITABLE PARTNERSHIP, L.P. | Cayman Islands | 805-6991679819 | Hedge Fund | 1,055,655,839 | 1,000,000 | |
OMEGA CREDIT OPPORTUNITIES MASTER FUND, L.P. | Cayman Islands | 805-6100946944 | Hedge Fund | 309,065,651 | 1,000,000 | Master Fund |
OMEGA CAPITAL INVESTORS, L.P. | United States | 805-6450742214 | Hedge Fund | 439,887,132 | 1,000,000 |
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Updated daily
Contains transactions from January 1st, 2015 on.
Holder | Issuer | Transaction Date | Number of Voting Rights | % of Voting Rights |
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COOPERMAN LEON G | EJF INVESTMENTS LTD ORD NPV | 2017-04-07 | 4,000,000 | 8.27% |
COOPERMAN LEON G | Monitise PLC Ordinary | 2015-09-17 | 93,259,045 | 4.24% |
Holder | Issuer | Transaction Date | Number of Voting Rights | % of Voting Rights |
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COOPERMAN LEON G | Monitise PLC Ordinary | 2015-08-18 | 219,774,125 | 9.99% |
COOPERMAN LEON G | Monitise PLC Ordinary | 2015-07-30 | 238,640,468 | 10.85% |
COOPERMAN LEON G | Monitise PLC Ordinary | 2015-07-20 | 263,495,468 | 11.98% |
COOPERMAN LEON G | Monitise PLC Ordinary | 2015-07-13 | 278,525,468 | 12.85% |
COOPERMAN LEON G | Monitise PLC Ordinary | 2015-07-06 | 299,180,436 | 13.8% |
COOPERMAN LEON G | Monitise PLC Ordinary | 2015-01-27 | 300,052,851 | 14.05% |
COOPERMAN LEON G | Monitise PLC Ordinary | 2015-01-23 | 295,052,851 | 13.81% |