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Bank OZK
OZK

Overview Fund Activity

351 hedge funds and large institutions have $4.44B invested in Bank OZK in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 121 increasing their positions, 126 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+8
Holders Change %
+2.33%
% of All Funds
6.16%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
39
Increased
121
Reduced
126
Closed
28
Calls
$13.2M
Puts
$16.8M
Net Calls
-$3.57M
Net Calls Change
-$2.17M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$557M
2
WA
2
Wasatch Advisors
Utah
$421M
3
Millennium Management
3
Millennium Management
New York
$39.5M
4
Wells Fargo
4
Wells Fargo
California
$26.5M
5
ZCM
5
Ziegler Capital Management
Illinois
$16.7M

Top Sellers

1
Newport Trust Company
1
Newport Trust Company
District of Columbia
$53.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$74M
3
State Street
3
State Street
Massachusetts
$479M
4
OSAM
4
O'Shaughnessy Asset Management
Connecticut
$109K
5
Principal Financial Group
5
Principal Financial Group
Iowa
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
226
Steph & Co
Wisconsin
$414K +$41.9K +975 +11%
OMC
227
Old Mission Capital
Illinois
$413K +$413K +9,601 New
Allianz Asset Management
228
Allianz Asset Management
Germany
$402K -$2.35M -54,539 -85%
RFC
229
Regions Financial Corp
Alabama
$396K -$2.15K -50 -0.5%
PCM
230
Prelude Capital Management
New York
$388K +$388K +9,031 New
CAM
231
Cresset Asset Management
Illinois
$387K -$388 -9 -0.1%
CAN
232
Cetera Advisor Networks
California
$383K +$20.7K +482 +6%
AA
233
ALPS Advisors
Colorado
$382K +$382K +8,882 New
JCIA
234
Jackson Creek Investment Advisors
Colorado
$374K -$13.4K -313 -3%
YIH
235
Y-Intercept (HK)
Hong Kong
$370K +$370K +8,610 New
Los Angeles Capital Management
236
Los Angeles Capital Management
California
$368K – – –
PCS
237
Personal CFO Solutions
New Jersey
$364K +$15.2K +354 +4%
PAMS
238
Pictet Asset Management (Switzerland)
Switzerland
$364K +$364K +8,480 New
FMWA
239
Forvis Mazars Wealth Advisors
Missouri
$363K +$129 +3 +0%
PA
240
Profund Advisors
Maryland
$349K -$379K -8,801 -52%
AAM
241
Advisors Asset Management
Colorado
$343K +$903 +21 +0.3%
BPA
242
Beacon Pointe Advisors
California
$335K – – –
GAM
243
Gotham Asset Management
New York
$321K +$321K +7,470 New
PAMP
244
Polar Asset Management Partners
Ontario, Canada
$318K +$318K +7,390 New
HCP
245
Hexagon Capital Partners
Arkansas
$303K -$7.56K -176 -2%
WG
246
Winton Group
United Kingdom
$302K -$261K -6,072 -46%
Macquarie Group
247
Macquarie Group
Australia
$299K – – –
PAM
248
Panagora Asset Management
Massachusetts
$290K -$15.5K -361 -5%
SCM
249
Shelton Capital Management
Colorado
$290K – – –
PCM
250
Palouse Capital Management
Washington
$286K +$18.6K +432 +7%
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10
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