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Bank OZK
OZK

Overview Fund Activity

335 hedge funds and large institutions have $3.35B invested in Bank OZK in 2019 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 112 increasing their positions, 111 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
+29
Holders Change %
+9.48%
% of All Funds
6.62%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
61
Increased
112
Reduced
111
Closed
24
Calls
$13.7M
Puts
$6.63M
Net Calls
+$7.11M
Net Calls Change
+$5.42M

Top Buyers

1
Newport Trust Company
1
Newport Trust Company
District of Columbia
$92.1M
2
State Street
2
State Street
Massachusetts
$428M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$173M
4
BlackRock
4
BlackRock
New York
$349M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$56.7M

Top Sellers

1
Diamond Hill Capital Management
1
Diamond Hill Capital Management
Ohio
$164M
2
BNP Paribas Asset Management
2
BNP Paribas Asset Management
France
$0
3
GC
3
Giverny Capital
Quebec, Canada
$11.8M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$28.5M
5
Millennium Management
5
Millennium Management
New York
$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
226
Sowell Financial Services
Arkansas
$299K -$316K -10,348 -51%
CAM
227
Cresset Asset Management
Illinois
$295K +$16K +523 +6%
SC
228
Skylands Capital
Wisconsin
$287K -$61.1K -2,000 -18%
UA
229
Unison Advisors
District of Columbia
$285K +$2.41K +79 +0.9%
GT
230
Greenleaf Trust
Michigan
$284K -$855 -28 -0.3%
PIA
231
Piedmont Investment Advisors
North Carolina
$277K -$52.3K -1,716 -16%
MAM
232
Meeder Asset Management
Ohio
$266K +$228K +7,437 +594%
SCM
233
Stevens Capital Management
Pennsylvania
$264K -$525K -17,194 -67%
FMWA
234
Forvis Mazars Wealth Advisors
Missouri
$264K -$122 -4 -0%
MML Investors Services
235
MML Investors Services
Massachusetts
$263K -$13.3K -437 -5%
CPO
236
Cerity Partners OCIO
New York
$262K +$262K +9,421 New
RJT
237
Raymond James Trust
Florida
$259K -$23.7K -775 -8%
EGM
238
Engineers Gate Manager
New York
$257K +$257K +8,415 New
WQ
239
Wealth Quarterback
New Jersey
$257K +$257K +8,410 New
PPW
240
Parcion Private Wealth
Washington
$254K +$254K +8,330 New
Zurich Cantonal Bank
241
Zurich Cantonal Bank
Switzerland
$252K – – –
SCM
242
Shelton Capital Management
Colorado
$246K – – –
RGC
243
Roberts, Glore & Co
Illinois
$245K +$245K +8,035 New
Baird Financial Group
244
Baird Financial Group
Wisconsin
$244K – – –
Janus Henderson Group
245
Janus Henderson Group
United Kingdom
$235K -$36.5K -1,196 -13%
CIA
246
Capital Investment Advisors
Georgia
$235K +$235K +7,695 New
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$230K -$262K -8,548 -53%
BCM
248
BTC Capital Management
Iowa
$223K -$13.7K -447 -6%
FHC
249
First Heartland Consultants
Missouri
$222K -$24.9K -817 -10%
Toronto Dominion Bank
250
Toronto Dominion Bank
Ontario, Canada
$222K +$1.58K +52 +0.7%
8 9
10
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