OZK icon

Bank OZK
OZK

Overview Fund Activity

402 hedge funds and large institutions have $3.69B invested in Bank OZK in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 140 increasing their positions, 128 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
+52
Holders Change %
+14.86%
% of All Funds
6.49%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
81
Increased
140
Reduced
128
Closed
24
Calls
$15.8M
Puts
$20.4M
Net Calls
-$4.62M
Net Calls Change
-$541K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$55M
2
Millennium Management
2
Millennium Management
New York
$56.5M
3
WCM
3
Wedge Capital Management
North Carolina
$31.3M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$15.5M
5
BlackRock
5
BlackRock
New York
$421M

Top Sellers

1
State Street
1
State Street
Massachusetts
$463M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$453K
3
Diamond Hill Capital Management
3
Diamond Hill Capital Management
Ohio
$88.6M
4
SSA
4
Schonfeld Strategic Advisors
New York
$1.09M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
226
HM Payson & Co
Maine
$481K – – –
BWM
227
BlackDiamond Wealth Management
New York
$467K +$30K +731 +7%
FDS
228
Freedom Day Solutions
Texas
$465K +$12.7K +318 +3%
Fidelity Investments
229
Fidelity Investments
Massachusetts
$453K -$40.3M -1,005,650 -99%
RJT
230
Raymond James Trust
Florida
$453K -$8.1K -202 -2%
NW
231
Naviter Wealth
Arkansas
$443K +$443K +10,000 New
APWM
232
Argonautica Private Wealth Management
Massachusetts
$440K +$440K +10,996 New
AMBIA
233
Allen Mooney & Barnes Investment Advisors
Georgia
$437K – – –
Mackenzie Financial
234
Mackenzie Financial
Ontario, Canada
$436K +$436K +10,881 New
FFP
235
FourThought Financial Partners
Florida
$428K +$428K +10,691 New
Mitsubishi UFJ Trust & Banking
236
Mitsubishi UFJ Trust & Banking
Japan
$427K -$20.8K -519 -5%
CFG
237
Citizens Financial Group
Rhode Island
$421K – – –
CAM
238
Connacht Asset Management
New York
$420K +$114K +2,855 +37%
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$414K +$1.56K +39 +0.4%
NMIMC
240
Northwestern Mutual Investment Management Company
Wisconsin
$410K -$233K -5,817 -36%
SAM
241
Securian Asset Management
Minnesota
$407K – – –
Mitsubishi UFJ Asset Management
242
Mitsubishi UFJ Asset Management
Japan
$407K +$407K +10,347 New
FHC
243
First Heartland Consultants
Missouri
$401K +$401K +10,021 New
MHI
244
Miller Howard Investments
New York
$398K +$40 +1 +0%
OSAM
245
O'Shaughnessy Asset Management
Connecticut
$395K +$395K +9,871 New
CGH
246
Crossmark Global Holdings
Texas
$383K -$26.5K -660 -6%
Two Sigma Advisers
247
Two Sigma Advisers
New York
$381K +$381K +9,500 New
MSRPS
248
Maryland State Retirement & Pension System
Maryland
$375K – – –
MWPCG
249
Measured Wealth Private Client Group
New Hampshire
$375K +$51.8K +1,292 +16%
Janney Montgomery Scott
250
Janney Montgomery Scott
Pennsylvania
$374K +$99K +2,473 +36%
8 9
10
11 12