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Bank OZK
OZK

Overview Fund Activity

289 hedge funds and large institutions have $2.66B invested in Bank OZK in 2020 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 105 increasing their positions, 107 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
–
Holders Change %
0%
% of All Funds
5.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
48
Increased
105
Reduced
107
Closed
46
Calls
$17.1M
Puts
$21.4M
Net Calls
-$4.28M
Net Calls Change
+$1.28M

Top Buyers

1
State Street
1
State Street
Massachusetts
$421M
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$62.5M
3
WA
3
Wasatch Advisors
Utah
$82.7M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$160M
5
Fidelity International
5
Fidelity International
Bermuda
$28M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$256K
2
BO
2
Bank OZK
Arkansas
$1.58M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$7.36M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$89.2M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
LMAM
226
Legg Mason Asset Management
Japan
$165K +$165K +7,027 New
DCM
227
Dupont Capital Management
Delaware
$163K -$72.2K -3,074 -31%
LIA
228
LS Investment Advisors
Michigan
$150K +$4.59K +196 +3%
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$148K -$20.7K -880 -12%
PCIA
230
Prime Capital Investment Advisors
Kansas
$146K +$146K +6,238 New
BCA
231
Berman Capital Advisors
Georgia
$143K +$141K +6,068 +9,335%
SC
232
Steph & Co
Wisconsin
$135K +$32.4K +1,379 +32%
EW
233
Evoke Wealth
California
$117K -$1.54K -66 -1%
GT
234
Glenmede Trust
Pennsylvania
$109K -$50.2K -2,142 -32%
US Bancorp
235
US Bancorp
Minnesota
$107K -$105K -4,448 -49%
HWA
236
HHM Wealth Advisors
Tennessee
$106K +$69.2K +2,950 +188%
Parallax Volatility Advisers
237
Parallax Volatility Advisers
California
$104K -$92.8K -3,959 -47%
PAM
238
Panagora Asset Management
Massachusetts
$94K – – –
BFEC
239
Benjamin F. Edwards & Company
Missouri
$86K +$3.2K +137 +4%
PCM
240
Prelude Capital Management
New York
$80K +$80K +3,416 New
CFGS
241
Concourse Financial Group Securities
Alabama
$71K +$9.73K +416 +16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
242
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$71K +$71K +3,018 New
CAN
243
Cetera Advisor Networks
California
$67K +$67K +2,864 New
APA
244
American Portfolios Advisors
New York
$58.8K +$32.9K +1,401 +127%
LWCFA
245
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43K – – –
PAG
246
Private Advisor Group
New Jersey
$43K +$43K +1,828 New
EMFAT
247
Emerald Mutual Fund Advisers Trust
Pennsylvania
$38K +$38K +1,623 New
GI
248
Gradient Investments
Minnesota
$36K -$21.3K -900 -37%
S
249
SignatureFD
Georgia
$34K -$34.4K -1,447 -50%
TH
250
TCTC Holdings
Texas
$33K +$33K +1,400 New
8 9
10
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