Hedge Fund - Omega Advisors

Leon G. Cooperman Bio, Returns, AUM, Net Worth

Omega Advisors, Inc. is an investment firm providing advisory and portfolio management services. Omega Advisors specializes in domestic public equity and hedging strategies. Leon Cooperman employs a value-oriented investment strategy, focusing on value equities and utilizing a top-down approach to sector selection. He integrates fundamental analysis for long and short positions, employing a bottom-up approach to construct portfolios. These portfolios are benchmarked against the S&P 500 index to evaluate performance.

Leon G. Cooperman is an American billionaire investor and hedge fund manager, serving as the chairman and CEO of Omega Advisors, an investment advisory firm based in New York. Omega Advisors manages over $3.3 billion in assets, primarily consisting of Cooperman's personal wealth. Cooperman, the first in his family to earn a college degree, was actively involved in the fraternity Alpha Epsilon Pi during his undergraduate years at Hunter College. He began his career as a quality control engineer at Xerox in 1965 after graduating and later earned an MBA from Columbia Business School in 1967. Cooperman is also a Chartered Financial Analyst (CFA).

Omega Advisors is a hedge fund managing $4,372,950,123 for 7 clients. Their Q1 2024 13F filing reported $2,400,310,570 in managed 13F securities, with a top 10 holdings concentration of 61.09%. The fund's largest holding is in Mr. Cooper Group Inc., with 3,054,000 shares held.

Leon G. Cooperman
Fund Profile
Filing Period:
Fund Name: Omega Advisors
Manager Leon G. Cooperman
Portfolio Value $2,400,310,570
Change This QTR +1.14%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. COOP 3,054,000 $238,059,300 9.91%
2. ET 12,060,300 $189,708,519 7.9%
3. APO 1,625,000 $182,731,250 7.61%
4. VRT 2,100,000 $171,507,000 -11% 7.14%
5. WSC 2,987,500 $138,918,750 5.78%
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