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Bank OZK
OZK

Overview Fund Activity

302 hedge funds and large institutions have $2.6B invested in Bank OZK in 2018 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 108 increasing their positions, 89 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-28
Holders Change %
-8.48%
% of All Funds
6.74%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
67
Increased
108
Reduced
89
Closed
94
Calls
$2.81M
Puts
$20.9M
Net Calls
-$18.1M
Net Calls Change
-$15.2M

Top Buyers

1
State Street
1
State Street
Massachusetts
$315M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$151M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$132M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$64.7M
5
EIP
5
Epoch Investment Partners
New York
$123M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$0
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$0
4
Handelsbanken Fonder
4
Handelsbanken Fonder
Sweden
$0
5
Jennison Associates
5
Jennison Associates
New York
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
251
Cresset Asset Management
Illinois
$28K +$28K +1,222 New
PAM
252
Paradigm Asset Management
New York
$24K -$49.1K -2,150 -67%
QCIG
253
Quad-Cities Investment Group
Iowa
$23K -$4.37K -195 -16%
GWM
254
Geneos Wealth Management
Colorado
$22K – – –
APA
255
American Portfolios Advisors
New York
$18.9K -$31.8K -1,395 -63%
Fifth Third Bancorp
256
Fifth Third Bancorp
Ohio
$18K -$32.6K -1,434 -64%
CFGS
257
Concourse Financial Group Securities
Alabama
$17K +$1.68K +77 +11%
GRP
258
Global Retirement Partners
California
$15K +$8.07K +363 +116%
BCA
259
Berman Capital Advisors
Georgia
$15K +$15K +658 New
RWA
260
River Wealth Advisors
Pennsylvania
$13K +$13K +550 New
DAM
261
Delta Asset Management
Tennessee
$12K -$17.2K -784 -59%
TWA
262
TCI Wealth Advisors
Arizona
$12K +$505 +22 +4%
VCM
263
Versant Capital Management
Arizona
$12K +$1.43K +67 +14%
LFG
264
Larson Financial Group
Missouri
$10K +$10K +445 New
Bessemer Group
265
Bessemer Group
New Jersey
$9K – – –
PFBT
266
Parkside Financial Bank & Trust
Missouri
$9K +$1.35K +60 +18%
LC
267
Lindbrook Capital
California
$9K +$9K +409 New
FPFS
268
First Personal Financial Services
North Carolina
$8K +$2.38K +104 +42%
OAM
269
Oppenheimer Asset Management
New York
$8K +$8K +356 New
GAM
270
Gemmer Asset Management
California
$6K +$2.29K +97 +62%
ASN
271
Advisory Services Network
Georgia
$5K -$18.1K -830 -78%
SNT
272
Security National Trust
West Virginia
$5K – – –
ANBT
273
American National Bank & Trust
Texas
$5K – – –
FRA
274
Front Row Advisors
California
$5K +$1.88K +75 +60%
DWM
275
Doyle Wealth Management
Florida
$5K +$5K +200 New
9 10
11
12 13