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Bank OZK
OZK

Overview Fund Activity

310 hedge funds and large institutions have $3.48B invested in Bank OZK in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 105 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+24
Holders Change %
+8.39%
% of All Funds
5.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
51
Increased
105
Reduced
111
Closed
26
Calls
$15M
Puts
$8.83M
Net Calls
+$6.12M
Net Calls Change
+$22.1M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$209M
2
Millennium Management
2
Millennium Management
New York
$37.5M
3
OSAM
3
O'Shaughnessy Asset Management
Connecticut
$13.1M
4
GLA
4
Great Lakes Advisors
Illinois
$15.1M
5
JFL
5
Jarislowsky, Fraser Ltd
Quebec, Canada
$74.3M

Top Sellers

1
State Street
1
State Street
Massachusetts
$367M
2
Citadel Advisors
2
Citadel Advisors
Florida
$19.4M
3
Diamond Hill Capital Management
3
Diamond Hill Capital Management
Ohio
$130M
4
EIP
4
Epoch Investment Partners
New York
$91.6M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
UA
226
Unison Advisors
District of Columbia
$306K +$3.6K +115 +1%
CAM
227
Cresset Asset Management
Illinois
$305K -$53.8K -1,723 -15%
FMWA
228
Forvis Mazars Wealth Advisors
Missouri
$276K +$276K +8,816 New
SC
229
Steph & Co
Wisconsin
$271K +$63.9K +2,048 +31%
Macquarie Group
230
Macquarie Group
Australia
$270K +$10.8K +345 +4%
CPO
231
Cerity Partners OCIO
New York
$270K +$270K +8,629 New
Baird Financial Group
232
Baird Financial Group
Wisconsin
$266K +$266K +8,500 New
FF
233
FourThought Financial
Florida
$265K +$265K +8,477 New
PA
234
Profund Advisors
Maryland
$257K +$257K +8,227 New
BCM
235
BTC Capital Management
Iowa
$256K +$256K +8,164 New
BPA
236
Beacon Pointe Advisors
California
$253K +$253K +8,102 New
PCS
237
Personal CFO Solutions
New Jersey
$245K +$245K +7,848 New
RJT
238
Raymond James Trust
Florida
$244K +$244K +7,798 New
LIM
239
Lathrop Investment Management
Arkansas
$240K +$240K +7,675 New
Janney Montgomery Scott
240
Janney Montgomery Scott
Pennsylvania
$236K +$236K +7,536 New
ACM
241
AlphaCrest Capital Management
New York
$222K -$227K -7,261 -51%
SCM
242
Shelton Capital Management
Colorado
$211K +$211K +6,752 New
LMAM
243
Legg Mason Asset Management
Japan
$209K +$209K +6,677 New
Creative Planning
244
Creative Planning
Kansas
$208K +$208K +6,666 New
PNC Financial Services Group
245
PNC Financial Services Group
Pennsylvania
$204K +$29K +920 +17%
PCM
246
Palouse Capital Management
Washington
$202K +$202K +6,457 New
AII
247
AGF Investments Inc
Ontario, Canada
$200K -$289K -9,261 -59%
LIA
248
LS Investment Advisors
Michigan
$200K +$200K +6,401 New
BCA
249
Berman Capital Advisors
Georgia
$196K +$2.44K +78 +1%
HCP
250
Hexagon Capital Partners
Arkansas
$191K +$31 +1 +0%
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