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Bank OZK
OZK

Overview Fund Activity

351 hedge funds and large institutions have $4.36B invested in Bank OZK in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 93 increasing their positions, 142 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+41
Holders Change %
+13.23%
% of All Funds
6.18%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.11%
New
63
Increased
93
Reduced
142
Closed
20
Calls
$11M
Puts
$19M
Net Calls
-$8.01M
Net Calls Change
-$14.1M

Top Buyers

1
WA
Wasatch Advisors
Utah
$335M
2
Vanguard Group
Vanguard Group
Pennsylvania
$482M
3
BlackRock
BlackRock
New York
$448M
4
AAMU
AEGON Asset Management (UK)
United Kingdom
$14.6M
5
DCM
Driehaus Capital Management
Illinois
$17M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$92.2M
2
Principal Financial Group
Principal Financial Group
Iowa
$135M
3
Millennium Management
Millennium Management
New York
$11.5M
4
EIP
Epoch Investment Partners
New York
$94.5M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
251
Blueshift Asset Management
New Jersey
$304K +$304K +7,433 New
QT
252
Quantbot Technologies
New York
$292K +$292K +7,163 New
CANY
253
Caxton Associates (New York)
New York
$290K +$290K +7,089 New
BCM
254
BTC Capital Management
Iowa
$286K -$48.4K -1,181 -14%
SCM
255
Shelton Capital Management
Colorado
$276K – – –
PAM
256
Panagora Asset Management
Massachusetts
$274K +$111K +2,718 +68%
LIM
257
Lathrop Investment Management
Arkansas
$273K -$40.9K -1,000 -13%
RJT
258
Raymond James Trust
Florida
$271K -$47.3K -1,159 -15%
HCP
259
Hexagon Capital Partners
Arkansas
$267K +$17.3K +425 +7%
TC
260
TwinBeech Capital
New York
$267K +$267K +6,542 New
BCM
261
Bayesian Capital Management
New York
$266K +$266K +6,500 New
AG
262
Algert Global
California
$264K -$546K -13,340 -67%
URS
263
Utah Retirement Systems
Utah
$259K +$259K +6,342 New
NGA
264
Naples Global Advisors
Florida
$259K +$259K +6,350 New
PCM
265
Palouse Capital Management
Washington
$258K -$5.59K -137 -2%
ST
266
Sabal Trust
Florida
$258K +$258K +6,304 New
PNC Financial Services Group
267
PNC Financial Services Group
Pennsylvania
$256K -$9.17K -224 -3%
BCA
268
Berman Capital Advisors
Georgia
$255K +$41 +1 +0%
MSL
269
Mackay Shields LLC
New York
$254K +$254K +6,218 New
Janney Montgomery Scott
270
Janney Montgomery Scott
Pennsylvania
$249K -$58.6K -1,435 -19%
WCM
271
Weld Capital Management
New York
$249K +$249K +6,093 New
Macquarie Group
272
Macquarie Group
Australia
$246K -$107K -2,610 -30%
AC
273
Applied Capital
Arkansas
$235K +$235K +5,757 New
RGC
274
Roberts, Glore & Co
Illinois
$234K +$234K +5,730 New
DADC
275
D.A. Davidson & Co
Montana
$233K -$439K -10,760 -65%
9 10
11
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