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Bank OZK
OZK

Overview Fund Activity

289 hedge funds and large institutions have $2.66B invested in Bank OZK in 2020 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 105 increasing their positions, 107 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
–
Holders Change %
0%
% of All Funds
5.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
48
Increased
105
Reduced
107
Closed
46
Calls
$17.1M
Puts
$21.4M
Net Calls
-$4.28M
Net Calls Change
+$1.28M

Top Buyers

1
State Street
1
State Street
Massachusetts
$421M
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$62.5M
3
WA
3
Wasatch Advisors
Utah
$82.7M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$160M
5
Fidelity International
5
Fidelity International
Bermuda
$28M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$256K
2
BO
2
Bank OZK
Arkansas
$1.58M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$7.36M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$89.2M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
251
Global Retirement Partners
California
$28K +$5.99K +255 +27%
SPIA
252
Steward Partners Investment Advisory
New York
$26K +$11.4K +484 +78%
APWM
253
Atlas Private Wealth Management
New York
$24K +$186 +8 +0.8%
Twin Tree Management
254
Twin Tree Management
Texas
$24K +$1.18K +50 +5%
HI
255
Hoey Investments
Pennsylvania
$21K – – –
BAM
256
Bellevue Asset Management
Washington
$20K – – –
EA
257
Emerald Advisers
Pennsylvania
$18K +$18K +757 New
GWM
258
Geneos Wealth Management
Colorado
$17K – – –
Toronto Dominion Bank
259
Toronto Dominion Bank
Ontario, Canada
$15K -$101K -4,265 -87%
IRC
260
Investors Research Corp
Georgia
$14K – – –
MAM
261
Meeder Asset Management
Ohio
$13K -$2.72K -117 -17%
OPS
262
Orion Portfolio Solutions
Nebraska
$13K -$2.72K -117 -17%
Rockefeller Capital Management
263
Rockefeller Capital Management
New York
$11K -$3.05K -129 -22%
DAM
264
Delta Asset Management
Tennessee
$10K – – –
CFB
265
Cullen/Frost Bankers
Texas
$9K – – –
CIA
266
CSat Investment Advisory
Michigan
$8K -$2.05K -87 -20%
PA
267
Parallel Advisors
California
$7K -$9.33K -453 -57%
TWA
268
TCI Wealth Advisors
Arizona
$7K -$4.2K -169 -37%
TFA
269
Toth Financial Advisory
Virginia
$7K – – –
VFA
270
Valeo Financial Advisors
Indiana
$7K +$4.84K +201 +223%
PHK
271
Point72 Hong Kong
Hong Kong
$7K +$7K +290 New
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$6K -$53.5K -2,272 -90%
SNT
273
Security National Trust
West Virginia
$5K – – –
CFA
274
Carroll Financial Associates
North Carolina
$5K – – –
DI
275
Disciplined Investments
Oklahoma
$5K – – –
9 10
11
12 13