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Bank OZK
OZK

Overview Fund Activity

372 hedge funds and large institutions have $5.43B invested in Bank OZK in 2017 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 130 increasing their positions, 120 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+41
Holders Change %
+12.39%
% of All Funds
8.45%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
65
Increased
130
Reduced
120
Closed
22
Calls
$11.7M
Puts
$8.29M
Net Calls
+$3.44M
Net Calls Change
+$11M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$327M
2
Millennium Management
2
Millennium Management
New York
$43.6M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$150M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$536M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$20M

Top Sellers

1
ZCI
1
Zevenbergen Capital Investments
Washington
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$1M
3
NFA
3
Nationwide Fund Advisors
Ohio
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$0
5
State Street
5
State Street
Massachusetts
$299M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFC
251
Phocas Financial Corp
California
$448K +$43.6K +900 +11%
Zurich Cantonal Bank
252
Zurich Cantonal Bank
Switzerland
$445K +$152K +3,140 +52%
SCM
253
Shelton Capital Management
Colorado
$443K – – –
CC
254
Cipher Capital
New York
$439K +$439K +9,059 New
FHC
255
First Heartland Consultants
Missouri
$429K +$6.73K +139 +2%
HFS
256
HL Financial Services
Kentucky
$424K -$34K -702 -7%
MML Investors Services
257
MML Investors Services
Massachusetts
$419K +$80.5K +1,660 +24%
M&T Bank
258
M&T Bank
New York
$398K +$47.1K +972 +13%
CIM
259
CIM Investment Management
Pennsylvania
$391K -$2.76K -57 -0.7%
SIP
260
Stoneridge Investment Partners
Pennsylvania
$391K – – –
FMWA
261
Forvis Mazars Wealth Advisors
Missouri
$389K – – –
Commonwealth Equity Services
262
Commonwealth Equity Services
Massachusetts
$388K -$37.4K -772 -9%
WAM
263
World Asset Management
Michigan
$380K -$23.2K -478 -6%
WP
264
WealthSource Partners
California
$379K -$9.7K -200 -2%
SOADOR
265
State of Alaska Department of Revenue
Alaska
$377K +$377K +7,800 New
CIBC Asset Management
266
CIBC Asset Management
Ontario, Canada
$372K – – –
FC
267
Ferris Capital
Massachusetts
$372K +$372K +7,675 New
ST
268
Sabal Trust
Florida
$359K -$106K -2,182 -23%
Koshinski Asset Management
269
Koshinski Asset Management
Illinois
$339K – – –
NI
270
Numeric Investors
Massachusetts
$329K +$329K +6,800 New
KeyBank National Association
271
KeyBank National Association
Ohio
$319K – – –
AT
272
Arden Trust
Delaware
$314K +$7.99K +165 +3%
GEM
273
Global Endowment Management
North Carolina
$313K -$121K -2,500 -28%
TSS
274
Two Sigma Securities
New York
$303K +$303K +6,248 New
O
275
OppenheimerFunds
New York
$294K +$12.4K +256 +4%
9 10
11
12 13