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Bank OZK
OZK

Overview Fund Activity

343 hedge funds and large institutions have $4.49B invested in Bank OZK in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 123 increasing their positions, 131 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-8
Holders Change %
-2.28%
% of All Funds
5.99%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
32
Increased
123
Reduced
131
Closed
37
Calls
$13.5M
Puts
$14.9M
Net Calls
-$1.4M
Net Calls Change
+$6.61M

Top Buyers

1
WA
Wasatch Advisors
Utah
$391M
2
UBS AM
UBS AM
Illinois
$41.5M
3
SSA
Schonfeld Strategic Advisors
New York
$27.4M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
$16.2M
5
Fidelity International
Fidelity International
Bermuda
$48.2M

Top Sellers

1
EIP
Epoch Investment Partners
New York
$26.9M
2
ZCM
Ziegler Capital Management
Illinois
$16.6M
3
VBA
Van Berkom & Associates
Quebec, Canada
$93.1M
4
Principal Financial Group
Principal Financial Group
Iowa
$123M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Los Angeles Capital Management
226
Los Angeles Capital Management
California
$361K -$2.71M -64,440 -88%
PAMU
227
Pictet Asset Management (UK)
United Kingdom
$358K -$63.3K -1,500 -15%
Baird Financial Group
228
Baird Financial Group
Wisconsin
$358K – – –
FMWA
229
Forvis Mazars Wealth Advisors
Missouri
$356K +$127 +3 +0%
CAN
230
Cetera Advisor Networks
California
$355K -$119K -2,818 -25%
FF
231
FourThought Financial
Florida
$354K +$5.93K +141 +2%
GHA
232
GW Henssler & Associates
Georgia
$353K -$136K -3,235 -28%
PCS
233
Personal CFO Solutions
New Jersey
$342K +$2.32K +55 +0.7%
AAM
234
Advisors Asset Management
Colorado
$335K +$148K +3,523 +80%
PP
235
Pegasus Partners
Wisconsin
$331K -$138K -3,282 -29%
BPA
236
Beacon Pointe Advisors
California
$329K +$843 +20 +0.3%
PG
237
Pendal Group
Australia
$317K +$317K +7,519 New
HCP
238
Hexagon Capital Partners
Arkansas
$305K +$28.8K +684 +10%
PAM
239
Panagora Asset Management
Massachusetts
$300K +$17K +403 +6%
Macquarie Group
240
Macquarie Group
Australia
$294K +$39.9K +945 +16%
Squarepoint
241
Squarepoint
New York
$291K -$439K -10,416 -60%
SCM
242
Shelton Capital Management
Colorado
$285K – – –
TAM
243
Tucker Asset Management
Colorado
$284K +$284K +6,742 New
LIM
244
Lathrop Investment Management
Arkansas
$278K -$3.8K -90 -1%
OC
245
Oppenheimer & Co
New York
$275K +$275K +6,515 New
URS
246
Utah Retirement Systems
Utah
$272K +$4.22K +100 +2%
DBT
247
Dubuque Bank & Trust
Iowa
$271K +$34K +808 +14%
HIS
248
Harvest Investment Services
Illinois
$268K +$268K +6,364 New
ST
249
Sabal Trust
Florida
$266K – – –
AG
250
Algert Global
California
$264K -$8.01K -190 -3%
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