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Bank OZK
OZK

Overview Fund Activity

306 hedge funds and large institutions have $2.93B invested in Bank OZK in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 118 increasing their positions, 110 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-22
Holders Change %
-6.71%
% of All Funds
6.72%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
26
Increased
118
Reduced
110
Closed
48
Calls
$9.35M
Puts
$7.66M
Net Calls
+$1.69M
Net Calls Change
+$10.1M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$42.8M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$144M
3
CCM
Copeland Capital Management
Pennsylvania
$32.2M
4
Victory Capital Management
Victory Capital Management
Texas
$6.06M
5
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$36.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$29.6M
2
SCP
Sandhill Capital Partners
New York
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$114M
4
APG Asset Management
APG Asset Management
Netherlands
$0
5
MC
Maverick Capital
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
251
Northwestern Mutual Wealth Management
Wisconsin
$69K -$1.91K -70 -3%
WWM
252
Willingdon Wealth Management
North Carolina
$59K – – –
RFM
253
Royal Fund Management
Florida
$55K – – –
LWCFA
254
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$50K – – –
GI
255
Gradient Investments
Minnesota
$42K – – –
VRM
256
Vectors Research Management
New York
$41K – – –
QCG
257
Quadrant Capital Group
Ohio
$38K -$31.7K -1,320 -45%
PA
258
Parallel Advisors
California
$38K – – –
APA
259
American Portfolios Advisors
New York
$35.2K -$17.5K -642 -33%
MAM
260
Meeder Asset Management
Ohio
$34K +$7.33K +270 +27%
FPS
261
Fieldpoint Private Securities
Connecticut
$29K +$19K +698 +191%
GRP
262
Global Retirement Partners
California
$25K – – –
LC
263
Lindbrook Capital
California
$23K – – –
TRCT
264
Tower Research Capital (TRC)
New York
$22K -$29.8K -1,084 -58%
TWA
265
TCI Wealth Advisors
Arizona
$21K +$6.4K +229 +44%
BCA
266
Berman Capital Advisors
Georgia
$19K -$14K -518 -42%
SPIA
267
Steward Partners Investment Advisory
New York
$17K -$1.51K -57 -8%
NFG
268
Next Financial Group
Texas
$17K – – –
CFGS
269
Concourse Financial Group Securities
Alabama
$16K -$6.36K -233 -28%
IRC
270
Investors Research Corp
Georgia
$16K – – –
GWM
271
Geneos Wealth Management
Colorado
$15K – – –
PFBT
272
Parkside Financial Bank & Trust
Missouri
$15K +$418 +16 +3%
DAM
273
Delta Asset Management
Tennessee
$14K – – –
CFB
274
Cullen/Frost Bankers
Texas
$11K -$16.8K -610 -60%
VCM
275
Versant Capital Management
Arizona
$10K – – –
9 10
11
12 13