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Bank OZK
OZK

Overview Fund Activity

360 hedge funds and large institutions have $4.31B invested in Bank OZK in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 126 increasing their positions, 140 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
-27
Holders Change %
-6.98%
% of All Funds
5.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
46
Increased
126
Reduced
140
Closed
71
Calls
$72.4M
Puts
$275M
Net Calls
-$203M
Net Calls Change
+$93.9M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$173M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$68M
3
Jane Street
3
Jane Street
New York
$53.7M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$230M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$58.3M

Top Sellers

1
State Street
1
State Street
Massachusetts
$423M
2
Millennium Management
2
Millennium Management
New York
$51.1M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$25.3M
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$62.8M
5
WA
5
Wasatch Advisors
Utah
$313M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFAS
226
Acorn Financial Advisory Services
Virginia
$437K +$25.7K +640 +6%
EI
227
Ethic Inc
New York
$431K -$188K -4,688 -30%
Creative Planning
228
Creative Planning
Kansas
$428K +$428K +10,652 New
Fidelity Investments
229
Fidelity Investments
Massachusetts
$419K +$69.5K +1,731 +20%
XT
230
XTX Topco
Cayman Islands
$410K -$97.7K -2,433 -19%
CAM
231
Connacht Asset Management
New York
$405K -$1.41K -35 -0.3%
EP
232
Eudaimonia Partners
Tennessee
$402K – – –
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$400K -$23K -573 -5%
1832 Asset Management
234
1832 Asset Management
Ontario, Canada
$399K +$344K +8,568 +624%
CC
235
Centiva Capital
New York
$390K +$111K +2,776 +40%
SAM
236
Securian Asset Management
Minnesota
$386K -$17.2K -429 -4%
GAM
237
Gotham Asset Management
New York
$383K -$1.11M -27,662 -74%
FHC
238
First Heartland Consultants
Missouri
$376K +$376K +9,361 New
CGH
239
Crossmark Global Holdings
Texas
$364K -$42.9K -980 -11%
SAM
240
Shell Asset Management
Netherlands
$363K +$255K +6,344 +236%
CC
241
Cipher Capital
New York
$353K -$1.75M -43,594 -83%
State of Wisconsin Investment Board
242
State of Wisconsin Investment Board
Wisconsin
$353K -$433K -10,775 -55%
FMWA
243
Forvis Mazars Wealth Advisors
Missouri
$349K +$161 +4 +0%
AA
244
ALPS Advisors
Colorado
$348K +$2.61K +65 +0.8%
FRM
245
Fox Run Management
Connecticut
$338K -$305K -7,607 -47%
MSRPS
246
Maryland State Retirement & Pension System
Maryland
$338K -$38K -947 -10%
Mariner
247
Mariner
Kansas
$337K +$46.9K +1,166 +16%
BNP Paribas Financial Markets
248
BNP Paribas Financial Markets
France
$326K -$289K -7,196 -47%
PCS
249
Personal CFO Solutions
New Jersey
$323K +$5.3K +132 +2%
PAG
250
Private Advisor Group
New Jersey
$314K +$314K +7,201 New
8 9
10
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