| Filed | As-Of/On | Form | Fullname | Fund Class | Shares | Activity | Shares Change | Shares Pct. Change | Hypothetical Old Value | Hypothetical New Value | Hypothetical Value Chg. | Hypotheticals Return |
Hypotheticals Results |
Director |
Other |
Ten Pct |
Officer |
Officer Title |
News Article |
History |
|---|
| 2009-11-17 | 2009-09-30 | 13F-HR/A | Amvescap Plc | Institution | 185,040 | Added More | 71,534 | 63.02 % | $1,284,178 | $1,158,350 | $-125,827 | -9.79 % | $-48,643 | | | | | | News Article | History of Amvescap Plc Ownership Of Ocharleys Inc |
| 2009-11-17 | 2009-09-30 | 13F-HR/A | Credit Suisse First Boston | Institution | 15,816 | Sold Some | -47,620 | -75.06 % | $109,763 | $99,008 | $-10,755 | -9.79 % | $32,382 | | | | | | News Article | History of Credit Suisse First Boston Ownership Of Ocharleys Inc |
| 2009-11-17 | 2009-09-30 | 13F-HR | Rothschild Asset Management Inc | Institution | 384,416 | New Holding | 384,416 | 100 % | $2,667,847 | $2,406,444 | $-261,403 | -9.79 % | $-261,403 | | | | | | News Article | History of Rothschild Asset Management Inc Ownership Of Ocharleys Inc |
| 2009-11-17 | 2009-09-30 | 13F-HR | Wells Fargo And Co | Institution | 425,427 | Sold Some | -9,694 | -2.22 % | $2,952,463 | $2,663,173 | $-289,290 | -9.79 % | $6,592 | | | | | | News Article | History of Wells Fargo And Co Ownership Of Ocharleys Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Algert Coldiron Investors Llc | Institution | 26,290 | Sold Some | -9,500 | -26.54 % | $189,814 | $164,575 | $-25,238 | -13.29 % | $9,120 | | | | | | News Article | History of Algert Coldiron Investors Llc Ownership Of Ocharleys Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | American International Group Inc | Institution | 26,557 | Sold Some | -2,018 | -7.06 % | $191,742 | $166,247 | $-25,495 | -13.29 % | $1,937 | | | | | | News Article | History of American International Group Inc Ownership Of Ocharleys Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Aqr Capital Management Llc | Institution | | Sold All | -10,600 | -100 % | | | | -13.29 % | $10,176 | | | | | | News Article | History of Aqr Capital Management Llc Ownership Of Ocharleys Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Connor Clark And Lunn Investment Management Ltd | Institution | 17,600 | Added More | 3,400 | 23.94 % | $127,072 | $110,176 | $-16,896 | -13.29 % | $-3,264 | | | | | | News Article | History of Connor Clark And Lunn Investment Management Ltd Ownership Of Ocharleys Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Employees Retirement System Of Texas | Institution | 250,000 | No Change | 0 | 0 % | $1,805,000 | $1,565,000 | $-240,000 | -13.29 % | $0 | | | | | | News Article | History of Employees Retirement System Of Texas Ownership Of Ocharleys Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ing Groep Nv | Institution | 13,600 | Added More | 1,800 | 15.25 % | $98,192 | $85,136 | $-13,056 | -13.29 % | $-1,728 | | | | | | News Article | History of Ing Groep Nv Ownership Of Ocharleys Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Loomis Sayles And Co L P | Institution | 751,751 | Added More | 270,195 | 56.10 % | $5,427,642 | $4,705,961 | $-721,681 | -13.29 % | $-259,387 | | | | | | News Article | History of Loomis Sayles And Co L P Ownership Of Ocharleys Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Madison Square Investors Llc | No Data | 2,477 | Sold Some | -14,391 | -85.31 % | $17,884 | $15,506 | $-2,378 | -13.29 % | $13,815 | | | | | | News Article | History of Madison Square Investors Llc Ownership Of Ocharleys Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Morgan Stanley | Institution | 38,850 | Sold Some | -9,893 | -20.29 % | $280,497 | $243,201 | $-37,296 | -13.29 % | $9,497 | | | | | | News Article | History of Morgan Stanley Ownership Of Ocharleys Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | New York State Teachers Retirement System | Institution | 75,052 | New Holding | 75,052 | 100 % | $541,875 | $469,826 | $-72,050 | -13.29 % | $-72,050 | | | | | | News Article | History of New York State Teachers Retirement System Ownership Of Ocharleys Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Northern Trust Corp | Institution | 234,458 | Added More | 10,830 | 4.84 % | $1,692,787 | $1,467,707 | $-225,080 | -13.29 % | $-10,397 | | | | | | News Article | History of Northern Trust Corp Ownership Of Ocharleys Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR/A | Oppenheimer Funds Inc | Institution | 600 | Sold Some | -30,480 | -98.06 % | $4,332 | $3,756 | $-576 | -13.29 % | $29,261 | | | | | | News Article | History of Oppenheimer Funds Inc Ownership Of Ocharleys Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Perimeter Capital Partners Llc | Institution | 262,307 | Added More | 140,544 | 115.42 % | $1,893,857 | $1,642,042 | $-251,815 | -13.29 % | $-134,922 | | | | | | News Article | History of Perimeter Capital Partners Llc Ownership Of Ocharleys Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Silvercrest Asset Management Group Llc | Institution | 70,000 | No Change | 0 | 0 % | $505,400 | $438,200 | $-67,200 | -13.29 % | $0 | | | | | | News Article | History of Silvercrest Asset Management Group Llc Ownership Of Ocharleys Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Two Sigma Investments Llc | Institution | 25,400 | Sold Some | -51,034 | -66.76 % | $183,388 | $159,004 | $-24,384 | -13.29 % | $48,993 | | | | | | News Article | History of Two Sigma Investments Llc Ownership Of Ocharleys Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Us Bancorp De | Institution | 1,267 | No Change | 0 | 0 % | $9,148 | $7,931 | $-1,216 | -13.29 % | $0 | | | | | | News Article | History of Us Bancorp De Ownership Of Ocharleys Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Ameriprise Financial Inc | Institution | 14,075 | Sold Some | -10,100 | -41.77 % | $97,962 | $88,110 | $-9,853 | -10.05 % | $7,070 | | | | | | News Article | History of Ameriprise Financial Inc Ownership Of Ocharleys Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Aston Asset Management Llc | Institution | 29,450 | Added More | 29,309 | 20786.52 % | $204,972 | $184,357 | $-20,615 | -10.05 % | $-20,516 | | | | | | News Article | History of Aston Asset Management Llc Ownership Of Ocharleys Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Aston Asset Management Llc | Institution | 29,450 | Added More | 14,175 | 92.79 % | $204,972 | $184,357 | $-20,615 | -10.05 % | $-9,923 | | | | | | News Article | History of Aston Asset Management Llc Ownership Of Ocharleys Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Axa | Institution | 216,357 | Added More | 31,436 | 16.99 % | $1,505,845 | $1,354,395 | $-151,450 | -10.05 % | $-22,005 | | | | | | News Article | History of Axa Ownership Of Ocharleys Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Barclays Plc | Institution | 77 | Sold Some | -2,902 | -97.41 % | $536 | $482 | $-54 | -10.05 % | $2,031 | | | | | | News Article | History of Barclays Plc Ownership Of Ocharleys Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Batterymarch Financial Management Inc | Institution | 42,450 | New Holding | 42,450 | 100 % | $295,452 | $265,737 | $-29,715 | -10.05 % | $-29,715 | | | | | | News Article | History of Batterymarch Financial Management Inc Ownership Of Ocharleys Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Brandywine Asset Management Llc | Institution | 80,500 | New Holding | 80,500 | 100 % | $560,280 | $503,930 | $-56,350 | -10.05 % | $-56,350 | | | | | | News Article | History of Brandywine Asset Management Llc Ownership Of Ocharleys Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Falcon Investment Management Llc | Institution | 123,694 | Added More | 74,057 | 149.19 % | $860,910 | $774,324 | $-86,586 | -10.05 % | $-51,840 | | | | | | News Article | History of Falcon Investment Management Llc Ownership Of Ocharleys Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Gartmore Mutual Fund Capital Trust | Institution | 118 | Sold Some | -13,907 | -99.15 % | $821 | $739 | $-83 | -10.05 % | $9,735 | | | | | | News Article | History of Gartmore Mutual Fund Capital Trust Ownership Of Ocharleys Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Geode Capital Management Llc | Institution | 36,703 | No Change | 0 | 0 % | $255,453 | $229,761 | $-25,692 | -10.05 % | $0 | | | | | | News Article | History of Geode Capital Management Llc Ownership Of Ocharleys Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Goldman Sachs Group Inc | Institution | 811,424 | Sold Some | -103,076 | -11.27 % | $5,647,511 | $5,079,514 | $-567,997 | -10.05 % | $72,153 | | | | | | News Article | History of Goldman Sachs Group Inc Ownership Of Ocharleys Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Jacobs Levy Equity Management Inc | Institution | 84,700 | Sold Some | -6,100 | -6.71 % | $589,512 | $530,222 | $-59,290 | -10.05 % | $4,270 | | | | | | News Article | History of Jacobs Levy Equity Management Inc Ownership Of Ocharleys Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Jefferies Group Inc | Institution | | Sold All | -23,300 | -100 % | | | | -10.05 % | $16,310 | | | | | | News Article | History of Jefferies Group Inc Ownership Of Ocharleys Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Knight Capital Group Inc | Institution | | Sold All | -11,041 | -100 % | | | | -10.05 % | $7,729 | | | | | | News Article | History of Knight Capital Group Inc Ownership Of Ocharleys Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Los Angeles Capital Management And Equity Research Inc | Institution | 28,100 | New Holding | 28,100 | 100 % | $195,576 | $175,906 | $-19,670 | -10.05 % | $-19,670 | | | | | | News Article | History of Los Angeles Capital Management And Equity Research Inc Ownership Of Ocharleys Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Mason Street Advisors Llc | Institution | 1,154 | Sold Some | -133 | -10.33 % | $8,032 | $7,224 | $-808 | -10.05 % | $93 | | | | | | News Article | History of Mason Street Advisors Llc Ownership Of Ocharleys Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | New York State Common Retirement Fund | Institution | 36,000 | Sold Some | -1,300 | -3.48 % | $250,560 | $225,360 | $-25,200 | -10.05 % | $910 | | | | | | News Article | History of New York State Common Retirement Fund Ownership Of Ocharleys Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Panagora Asset Management Inc | Institution | 329,169 | Added More | 54,167 | 19.69 % | $2,291,016 | $2,060,598 | $-230,418 | -10.05 % | $-37,917 | | | | | | News Article | History of Panagora Asset Management Inc Ownership Of Ocharleys Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Price T Rowe Associates Inc | Institution | 13,000 | New Holding | 13,000 | 100 % | $90,480 | $81,380 | $-9,100 | -10.05 % | $-9,100 | | | | | | News Article | History of Price T Rowe Associates Inc Ownership Of Ocharleys Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Public Sector Pension Investment Board | Institution | 19,700 | New Holding | 19,700 | 100 % | $137,112 | $123,322 | $-13,790 | -10.05 % | $-13,790 | | | | | | News Article | History of Public Sector Pension Investment Board Ownership Of Ocharleys Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Rbc Dain Rauscher Inc | Institution | 2,559 | New Holding | 2,559 | 100 % | $17,811 | $16,019 | $-1,791 | -10.05 % | $-1,791 | | | | | | News Article | History of Rbc Dain Rauscher Inc Ownership Of Ocharleys Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR/A | Research Affiliates Llc | Institution | 30,740 | No Change | 0 | 0 % | $213,950 | $192,432 | $-21,518 | -10.05 % | $0 | | | | | | News Article | History of Research Affiliates Llc Ownership Of Ocharleys Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Vanguard Group Inc | Institution | 872,381 | Added More | 17,868 | 2.09 % | $6,071,772 | $5,461,105 | $-610,667 | -10.05 % | $-12,508 | | | | | | News Article | History of Vanguard Group Inc Ownership Of Ocharleys Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Allianz Global Investors Of America L P | Institution | 94,600 | New Holding | 94,600 | 100 % | $667,876 | $592,196 | $-75,680 | -11.33 % | $-75,680 | | | | | | News Article | History of Allianz Global Investors Of America L P Ownership Of Ocharleys Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Bank Of America Corp | Institution | 735,076 | Sold Some | -173,291 | -19.07 % | $5,189,637 | $4,601,576 | $-588,061 | -11.33 % | $138,633 | | | | | | News Article | History of Bank Of America Corp Ownership Of Ocharleys Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Barclays Global Investors Uk Holdings Ltd | Institution | 1,758,286 | Sold Some | -96,618 | -5.20 % | $12,413,499 | $11,006,870 | $-1,406,629 | -11.33 % | $77,294 | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Ocharleys Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Canada Pension Plan Investment Board | Institution | 9,000 | No Change | 0 | 0 % | $63,540 | $56,340 | $-7,200 | -11.33 % | $0 | | | | | | News Article | History of Canada Pension Plan Investment Board Ownership Of Ocharleys Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Chicago Equity Partners Llc | Institution | | Sold All | -86,746 | -100 % | | | | -11.33 % | $69,397 | | | | | | News Article | History of Chicago Equity Partners Llc Ownership Of Ocharleys Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Claymore Advisors Llc | Institution | 39,653 | Added More | 1,097 | 2.84 % | $279,950 | $248,228 | $-31,722 | -11.33 % | $-878 | | | | | | News Article | History of Claymore Advisors Llc Ownership Of Ocharleys Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Hecht Nikos | Institution | | Sold All | -63,000 | -100 % | | | | -11.33 % | $50,400 | | | | | | News Article | History of Hecht Nikos Ownership Of Ocharleys Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR/A | Ing Investment Management Co | Institution | 13,600 | Added More | 1,800 | 15.25 % | $96,016 | $85,136 | $-10,880 | -11.33 % | $-1,440 | | | | | | News Article | History of Ing Investment Management Co Ownership Of Ocharleys Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Kbc Group Nv | Institution | 27,442 | Added More | 5,828 | 26.96 % | $193,741 | $171,787 | $-21,954 | -11.33 % | $-4,662 | | | | | | News Article | History of Kbc Group Nv Ownership Of Ocharleys Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Lsv Asset Management | Institution | 174,500 | Sold Some | -19,600 | -10.09 % | $1,231,970 | $1,092,370 | $-139,600 | -11.33 % | $15,680 | | | | | | News Article | History of Lsv Asset Management Ownership Of Ocharleys Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Merrill Lynch And Co Inc | Institution | 19 | Sold Some | -2,931 | -99.35 % | $134 | $119 | $-15 | -11.33 % | $2,345 | | | | | | News Article | History of Merrill Lynch And Co Inc Ownership Of Ocharleys Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Mfc Global Investment Management Usa Ltd | Institution | 17,377 | Added More | 1,028 | 6.28 % | $122,682 | $108,780 | $-13,902 | -11.33 % | $-822 | | | | | | News Article | History of Mfc Global Investment Management Usa Ltd Ownership Of Ocharleys Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | National Rural Electric Cooperative Association | Institution | 231,560 | No Change | 0 | 0 % | $1,634,814 | $1,449,566 | $-185,248 | -11.33 % | $0 | | | | | | News Article | History of National Rural Electric Cooperative Association Ownership Of Ocharleys Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Oshaughnessy Asset Management Llc | Institution | 74,032 | Added More | 50,228 | 211.00 % | $522,666 | $463,440 | $-59,226 | -11.33 % | $-40,182 | | | | | | News Article | History of Oshaughnessy Asset Management Llc Ownership Of Ocharleys Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Padco Advisors Ii Inc | Institution | 897,243 | Added More | 538,798 | 150.31 % | $6,334,536 | $5,616,741 | $-717,794 | -11.33 % | $-431,038 | | | | | | News Article | History of Padco Advisors Ii Inc Ownership Of Ocharleys Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Padco Advisors Inc | Institution | 1,002,623 | Added More | 548,692 | 120.87 % | $7,078,518 | $6,276,420 | $-802,098 | -11.33 % | $-438,954 | | | | | | News Article | History of Padco Advisors Inc Ownership Of Ocharleys Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Polar Securities Inc | Institution | 438,300 | Added More | 207,400 | 89.82 % | $3,094,398 | $2,743,758 | $-350,640 | -11.33 % | $-165,920 | | | | | | News Article | History of Polar Securities Inc Ownership Of Ocharleys Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Portolan Capital Management Llc | Institution | 129,185 | Sold Some | -85,433 | -39.80 % | $912,046 | $808,698 | $-103,348 | -11.33 % | $68,346 | | | | | | News Article | History of Portolan Capital Management Llc Ownership Of Ocharleys Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Principal Financial Group Inc | Institution | 67,708 | Sold Some | -9,478 | -12.27 % | $478,018 | $423,852 | $-54,166 | -11.33 % | $7,582 | | | | | | News Article | History of Principal Financial Group Inc Ownership Of Ocharleys Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Russell Frank Co | Institution | 66,900 | Added More | 600 | 0.90 % | $472,314 | $418,794 | $-53,520 | -11.33 % | $-480 | | | | | | News Article | History of Russell Frank Co Ownership Of Ocharleys Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Stafford Asset Management Llc | No Data | 22,015 | New Holding | 22,015 | 100 % | $155,426 | $137,814 | $-17,612 | -11.33 % | $-17,612 | | | | | | News Article | History of Stafford Asset Management Llc Ownership Of Ocharleys Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Susquehanna International Group Llp | Institution | | Sold All | -7,149 | -100 % | | | | -11.33 % | $5,719 | | | | | | News Article | History of Susquehanna International Group Llp Ownership Of Ocharleys Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Voyageur Asset Management Inc | Institution | 32,000 | No Change | 0 | 0 % | $225,920 | $200,320 | $-25,600 | -11.33 % | $0 | | | | | | News Article | History of Voyageur Asset Management Inc Ownership Of Ocharleys Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | American Century Companies Inc | Institution | | Sold All | -87,500 | -100 % | | | | -12.81 % | $80,500 | | | | | | News Article | History of American Century Companies Inc Ownership Of Ocharleys Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Clarivest Asset Management Llc | Institution | 54,500 | Sold Some | -234,736 | -81.15 % | $391,310 | $341,170 | $-50,140 | -12.81 % | $215,957 | | | | | | News Article | History of Clarivest Asset Management Llc Ownership Of Ocharleys Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Comerica Bank | Institution | 20,702 | Sold Some | -14,431 | -41.07 % | $148,640 | $129,595 | $-19,046 | -12.81 % | $13,277 | | | | | | News Article | History of Comerica Bank Ownership Of Ocharleys Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Dlibj Asset Management Co Ltd | Institution | 9,600 | No Change | 0 | 0 % | $68,928 | $60,096 | $-8,832 | -12.81 % | $0 | | | | | | News Article | History of Dlibj Asset Management Co Ltd Ownership Of Ocharleys Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Highbridge Capital Management Llc | Institution | | Sold All | -36,724 | -100 % | | | | -12.81 % | $33,786 | | | | | | News Article | History of Highbridge Capital Management Llc Ownership Of Ocharleys Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | J P Morgan Chase And Co | Institution | 206,710 | Sold Some | -16,899 | -7.55 % | $1,484,178 | $1,294,005 | $-190,173 | -12.81 % | $15,547 | | | | | | News Article | History of J P Morgan Chase And Co Ownership Of Ocharleys Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Royce And Associates Llc | Institution | 900 | New Holding | 900 | 100 % | $6,462 | $5,634 | $-828 | -12.81 % | $-828 | | | | | | News Article | History of Royce And Associates Llc Ownership Of Ocharleys Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Ubs Ag | Institution | 300 | Sold Some | -143 | -32.27 % | $2,154 | $1,878 | $-276 | -12.81 % | $132 | | | | | | News Article | History of Ubs Ag Ownership Of Ocharleys Inc |
| 2009-11-10 | 2009-06-30 | 13F-HR/A | Dlibj Asset Management Co Ltd | Institution | 9,600 | New Holding | 9,600 | 100 % | $68,928 | $60,096 | $-8,832 | -12.81 % | $-8,832 | | | | | | News Article | History of Dlibj Asset Management Co Ltd Ownership Of Ocharleys Inc |
| 2009-11-09 | 2009-09-30 | 13F-HR | Ccm Partners | Institution | 1,466 | No Change | 0 | 0 % | $10,687 | $9,177 | $-1,510 | -14.12 % | $0 | | | | | | News Article | History of Ccm Partners Ownership Of Ocharleys Inc |
| 2009-11-09 | 2009-09-30 | 13F-HR | Numeric Investors Llc | Institution | 54,000 | No Change | 0 | 0 % | $393,660 | $338,040 | $-55,620 | -14.12 % | $0 | | | | | | News Article | History of Numeric Investors Llc Ownership Of Ocharleys Inc |
| 2009-11-09 | 2009-09-30 | 13F-HR | Vtl Associates Llc | Institution | | Sold All | -53 | -100 % | | | | -14.12 % | $55 | | | | | | News Article | History of Vtl Associates Llc Ownership Of Ocharleys Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Deere And Co | Institution | 49,178 | Sold Some | -7,942 | -13.90 % | $357,524 | $307,854 | $-49,670 | -13.89 % | $8,021 | | | | | | News Article | History of Deere And Co Ownership Of Ocharleys Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Hartford Investment Management Co | Institution | 6,338 | Sold Some | -570 | -8.25 % | $46,077 | $39,676 | $-6,401 | -13.89 % | $576 | | | | | | News Article | History of Hartford Investment Management Co Ownership Of Ocharleys Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Metropolitan Life Insurance Co | Institution | 17,177 | No Change | 0 | 0 % | $124,877 | $107,528 | $-17,349 | -13.89 % | $0 | | | | | | News Article | History of Metropolitan Life Insurance Co Ownership Of Ocharleys Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Pnc Financial Services Group Inc | Institution | 170 | Sold Some | -165,543 | -99.89 % | $1,236 | $1,064 | $-172 | -13.89 % | $167,198 | | | | | | News Article | History of Pnc Financial Services Group Inc Ownership Of Ocharleys Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Schwab Charles Investment Management Inc | Institution | 63,975 | Added More | 16,400 | 34.47 % | $465,098 | $400,484 | $-64,615 | -13.89 % | $-16,564 | | | | | | News Article | History of Schwab Charles Investment Management Inc Ownership Of Ocharleys Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Teachers Advisors Inc | Institution | 41,115 | Added More | 15,100 | 58.04 % | $298,906 | $257,380 | $-41,526 | -13.89 % | $-15,251 | | | | | | News Article | History of Teachers Advisors Inc Ownership Of Ocharleys Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Tiaa Cref Investment Management Llc | Institution | 128,533 | Sold Some | -3,200 | -2.42 % | $934,435 | $804,617 | $-129,818 | -13.89 % | $3,232 | | | | | | News Article | History of Tiaa Cref Investment Management Llc Ownership Of Ocharleys Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Unionbancal Corp | Institution | 31,500 | No Change | 0 | 0 % | $229,005 | $197,190 | $-31,815 | -13.89 % | $0 | | | | | | News Article | History of Unionbancal Corp Ownership Of Ocharleys Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Parametric Portfolio Associates | Institution | 25,766 | Added More | 871 | 3.49 % | $197,110 | $161,295 | $-35,815 | -18.16 % | $-1,211 | | | | | | News Article | History of Parametric Portfolio Associates Ownership Of Ocharleys Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Gw Capital Management Incco | Institution | 9,970 | Sold Some | -1,675 | -14.38 % | $66,899 | $62,412 | $-4,487 | -6.70 % | $754 | | | | | | News Article | History of Gw Capital Management Incco Ownership Of Ocharleys Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Husic Capital Management | Institution | 28,936 | Sold Some | -692 | -2.33 % | $194,161 | $181,139 | $-13,021 | -6.70 % | $311 | | | | | | News Article | History of Husic Capital Management Ownership Of Ocharleys Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Ixis Asset Management Advisors L P | Institution | 135,443 | Added More | 50,769 | 59.95 % | $975,190 | $847,873 | $-127,316 | -13.05 % | $-47,723 | | | | | | News Article | History of Ixis Asset Management Advisors L P Ownership Of Ocharleys Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Prudential Financial Inc | Institution | 62,494 | Sold Some | -36,007 | -36.55 % | $449,957 | $391,212 | $-58,744 | -13.05 % | $33,847 | | | | | | News Article | History of Prudential Financial Inc Ownership Of Ocharleys Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Oxford Asset Management | Institution | | Sold All | -44,141 | -100 % | | | | -10.69 % | $33,106 | | | | | | News Article | History of Oxford Asset Management Ownership Of Ocharleys Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Texas Permanent School Fund | Institution | 30,040 | Sold Some | -4,772 | -13.70 % | $210,580 | $188,050 | $-22,530 | -10.69 % | $3,579 | | | | | | News Article | History of Texas Permanent School Fund Ownership Of Ocharleys Inc |
| 2009-10-29 | 2009-09-30 | 13F-HR | Dimensional Fund Advisors Inc | Institution | 1,732,689 | Sold Some | -18,044 | -1.03 % | $12,769,918 | $10,846,633 | $-1,923,285 | -15.06 % | $20,029 | | | | | | News Article | History of Dimensional Fund Advisors Inc Ownership Of Ocharleys Inc |
| 2009-10-26 | 2009-06-30 | 13F-HR/A | Ameriprise Financial Inc | Institution | 24,175 | No Change | 0 | 0 % | $191,950 | $151,336 | $-40,614 | -21.15 % | $0 | | | | | | News Article | History of Ameriprise Financial Inc Ownership Of Ocharleys Inc |
| 2009-10-23 | 2009-09-30 | 13F-HR | Veredus Asset Management Llc | Institution | 224,975 | Added More | 108,975 | 93.94 % | $1,795,301 | $1,408,344 | $-386,957 | -21.55 % | $-187,437 | | | | | | News Article | History of Veredus Asset Management Llc Ownership Of Ocharleys Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Advisors Llc | Institution | | Sold All | -828,206 | -100 % | | | | -29.34 % | $2,153,336 | | | | | | News Article | History of Blackrock Advisors Llc Ownership Of Ocharleys Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Group Ltd | Institution | 3,700 | Sold Some | -31,200 | -89.39 % | $32,782 | $23,162 | $-9,620 | -29.34 % | $81,120 | | | | | | News Article | History of Blackrock Group Ltd Ownership Of Ocharleys Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Inc | No Data | | Sold All | -9,000 | -100 % | | | | -29.34 % | $23,400 | | | | | | News Article | History of Blackrock Inc Ownership Of Ocharleys Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Investment Management Llc | Institution | 107,675 | Added More | 13,392 | 14.20 % | $954,001 | $674,046 | $-279,955 | -29.34 % | $-34,819 | | | | | | News Article | History of Blackrock Investment Management Llc Ownership Of Ocharleys Inc |
| 2009-10-21 | 2009-09-30 | 13F-HR | Bank Of New York Mellon Corp | Institution | 230,451 | Added More | 44,910 | 24.20 % | $2,120,149 | $1,442,623 | $-677,526 | -31.95 % | $-132,035 | | | | | | News Article | History of Bank Of New York Mellon Corp Ownership Of Ocharleys Inc |
| 2009-10-21 | 2009-09-30 | 13F-HR | State Board Of Administration Of Florida Retirement System | Institution | 43,723 | Added More | 9,782 | 28.82 % | $402,252 | $273,706 | $-128,546 | -31.95 % | $-28,759 | | | | | | News Article | History of State Board Of Administration Of Florida Retirement System Ownership Of Ocharleys Inc |
| 2009-10-20 | 2009-09-30 | 13F-HR | Public Employees Retirement Association Of Colorado | Institution | 14,800 | No Change | 0 | 0 % | $141,192 | $92,648 | $-48,544 | -34.38 % | $0 | | | | | | News Article | History of Public Employees Retirement Association Of Colorado Ownership Of Ocharleys Inc |
| 2009-10-20 | 2009-09-30 | 13F-HR | Teachers Retirement System Of The State Of Kentucky | Institution | 11,500 | No Change | 0 | 0 % | $109,710 | $71,990 | $-37,720 | -34.38 % | $0 | | | | | | News Article | History of Teachers Retirement System Of The State Of Kentucky Ownership Of Ocharleys Inc |
| 2009-10-19 | 2009-09-30 | 13F-HR | Strs Ohio | Institution | 11,100 | No Change | 0 | 0 % | $107,781 | $69,486 | $-38,295 | -35.53 % | $0 | | | | | | News Article | History of Strs Ohio Ownership Of Ocharleys Inc |
| 2009-10-16 | 2009-09-30 | 13F-HR | Capstone Asset Management Co | Institution | 62,970 | Sold Some | -5,650 | -8.23 % | $580,583 | $394,192 | $-186,391 | -32.10 % | $16,724 | | | | | | News Article | History of Capstone Asset Management Co Ownership Of Ocharleys Inc |
| 2009-10-15 | 2009-09-30 | 13F-HR | Public Employees Retirement System Of Ohio | Institution | 65,546 | Added More | 11,100 | 20.38 % | $618,754 | $410,318 | $-208,436 | -33.68 % | $-35,298 | | | | | | News Article | History of Public Employees Retirement System Of Ohio Ownership Of Ocharleys Inc |
| 2009-10-08 | 2009-09-30 | 13F-HR | Rhumbline Advisers | Institution | 43,860 | Added More | 850 | 1.97 % | $426,319 | $274,564 | $-151,756 | -35.59 % | $-2,941 | | | | | | News Article | History of Rhumbline Advisers Ownership Of Ocharleys Inc |
| 2009-09-25 | 2009-07-31 | N-Q | Aston Funds - Astonveredus Aggressive Growth Fund | Multi-Cap Growth | 29,450 | New Holding | 29,450 | 100 % | $298,329 | $184,357 | $-113,972 | -38.20 % | $-113,972 | | | | | | News Article | History of Aston Funds - Astonveredus Aggressive Growth Fund Ownership Of Ocharleys Inc |
| 2009-09-25 | 2009-06-30 | 13F-HR/A | Kbc Group Nv | Institution | 21,614 | Sold Some | -6,372 | -22.76 % | $218,950 | $135,304 | $-83,646 | -38.20 % | $24,660 | | | | | | News Article | History of Kbc Group Nv Ownership Of Ocharleys Inc |
| 2009-09-11 | 2009-06-30 | 13F-HR/A | Barclays Global Investors Uk Holdings Ltd | Institution | 1,854,904 | Sold Some | -280,678 | -13.14 % | $15,154,566 | $11,611,699 | $-3,542,867 | -23.37 % | $536,095 | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Ocharleys Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Massmutual Select Funds - Massmutual Select Small Cap Value Equity Fund | Small-Cap Value | | Sold All | -13,600 | -100 % | | | | -22.42 % | $24,616 | | | | | | News Article | History of Massmutual Select Funds - Massmutual Select Small Cap Value Equity Fund Ownership Of Ocharleys Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Mml Series Investment Fund - Mml Small Cap Index Fund | Small-Cap Core | | Sold All | -2,300 | -100 % | | | | -21.65 % | $3,979 | | | | | | News Article | History of Mml Series Investment Fund - Mml Small Cap Index Fund Ownership Of Ocharleys Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Mml Series Investment Fund Ii - Mml Small Cap Equity Fund | Small-Cap Core | | Sold All | -620 | -100 % | | | | -21.65 % | $1,073 | | | | | | News Article | History of Mml Series Investment Fund Ii - Mml Small Cap Equity Fund Ownership Of Ocharleys Inc |
| 2009-09-01 | 2009-06-30 | 13F-HR | Algert Coldiron Investors Llc | Institution | 35,790 | Sold Some | -2,160 | -5.69 % | $278,088 | $224,045 | $-54,043 | -19.43 % | $3,262 | | | | | | News Article | History of Algert Coldiron Investors Llc Ownership Of Ocharleys Inc |
| 2009-09-01 | 2009-06-30 | 13F-HR/A | Amvescap Plc | Institution | 113,506 | Sold Some | -65,518 | -36.59 % | $881,942 | $710,548 | $-171,394 | -19.43 % | $98,932 | | | | | | News Article | History of Amvescap Plc Ownership Of Ocharleys Inc |
| 2009-08-28 | 2009-06-30 | 13F-HR/A | Wells Fargo And Co | Institution | 435,121 | Sold Some | -9,166 | -2.06 % | $3,319,973 | $2,723,857 | $-596,116 | -17.95 % | $12,557 | | | | | | News Article | History of Wells Fargo And Co Ownership Of Ocharleys Inc |
| 2009-08-25 | 2009-06-30 | 13F-HR/A | Jefferies Group Inc | Institution | 23,300 | New Holding | 23,300 | 100 % | $185,701 | $145,858 | $-39,843 | -21.45 % | $-39,843 | | | | | | News Article | History of Jefferies Group Inc Ownership Of Ocharleys Inc |
| 2009-08-20 | 2009-08-18 | 4 | Hickey Phil | Insider | 79,423 | Added More | 5,012 | 7.22 % | $629,824 | $497,188 | $-132,636 | -21.05 % | $-8,370 | X | | | | | News Article | History of Hickey Phil Ownership Of Ocharleys Inc |
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