OZK icon

Bank OZK
OZK

Overview Fund Activity

351 hedge funds and large institutions have $4.36B invested in Bank OZK in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 93 increasing their positions, 142 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+41
Holders Change %
+13.23%
% of All Funds
6.18%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.11%
New
63
Increased
93
Reduced
142
Closed
20
Calls
$11M
Puts
$19M
Net Calls
-$8.01M
Net Calls Change
-$14.1M

Top Buyers

1
WA
Wasatch Advisors
Utah
$335M
2
Vanguard Group
Vanguard Group
Pennsylvania
$482M
3
BlackRock
BlackRock
New York
$448M
4
AAMU
AEGON Asset Management (UK)
United Kingdom
$14.6M
5
DCM
Driehaus Capital Management
Illinois
$17M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$92.2M
2
Principal Financial Group
Principal Financial Group
Iowa
$135M
3
Millennium Management
Millennium Management
New York
$11.5M
4
EIP
Epoch Investment Partners
New York
$94.5M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
226
Pegasus Partners
Wisconsin
$455K -$187K -4,580 -29%
Bessemer Group
227
Bessemer Group
New Jersey
$438K – – –
Commonwealth Equity Services
228
Commonwealth Equity Services
Massachusetts
$436K -$9.55K -234 -2%
Mitsubishi UFJ Trust & Banking
229
Mitsubishi UFJ Trust & Banking
Japan
$434K -$97.9K -3,129 -18%
RFC
230
Regions Financial Corp
Alabama
$428K -$36.3K -890 -8%
EP
231
Eudaimonia Partners
Tennessee
$413K – – –
Northwestern Mutual Wealth Management
232
Northwestern Mutual Wealth Management
Wisconsin
$412K +$245 +6 +0.1%
PA
233
Profund Advisors
Maryland
$411K +$74.8K +1,831 +22%
OQS
234
Occudo Quantitative Strategies
Florida
$409K -$42.3K -1,035 -9%
CAM
235
Cresset Asset Management
Illinois
$409K +$10.1K +247 +3%
PAMU
236
Pictet Asset Management (UK)
United Kingdom
$408K – – –
UA
237
Unison Advisors
District of Columbia
$403K +$3.23K +79 +0.8%
SP
238
Symmetry Partners
Connecticut
$400K +$400K +9,790 New
MSRPS
239
Maryland State Retirement & Pension System
Maryland
$382K +$382K +9,355 New
Bank of Montreal
240
Bank of Montreal
Ontario, Canada
$379K -$93.9K -2,367 -20%
AAMU
241
Amundi Asset Management US
Massachusetts
$348K -$162K -3,976 -32%
Baird Financial Group
242
Baird Financial Group
Wisconsin
$347K – – –
FMWA
243
Forvis Mazars Wealth Advisors
Missouri
$345K -$15.5K -379 -4%
FF
244
FourThought Financial
Florida
$337K -$8.39K -206 -2%
MWNA
245
Marshall Wace North America
New York
$330K -$769K -18,798 -70%
CC
246
Cipher Capital
New York
$330K +$330K +8,077 New
PCS
247
Personal CFO Solutions
New Jersey
$329K +$8.53K +209 +3%
ECM
248
ExodusPoint Capital Management
New York
$329K +$329K +8,063 New
BPA
249
Beacon Pointe Advisors
California
$319K -$13.1K -319 -4%
SC
250
Steph & Co
Wisconsin
$313K -$41.7K -1,021 -12%
8 9
10
11 12