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Bank OZK
OZK

Overview Fund Activity

402 hedge funds and large institutions have $3.69B invested in Bank OZK in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 140 increasing their positions, 128 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
+52
Holders Change %
+14.86%
% of All Funds
6.49%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
81
Increased
140
Reduced
128
Closed
24
Calls
$15.8M
Puts
$20.4M
Net Calls
-$4.62M
Net Calls Change
-$541K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$55M
2
Millennium Management
2
Millennium Management
New York
$56.5M
3
WCM
3
Wedge Capital Management
North Carolina
$31.3M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$15.5M
5
BlackRock
5
BlackRock
New York
$421M

Top Sellers

1
State Street
1
State Street
Massachusetts
$463M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$453K
3
Diamond Hill Capital Management
3
Diamond Hill Capital Management
Ohio
$88.6M
4
SSA
4
Schonfeld Strategic Advisors
New York
$1.09M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
251
Steph & Co
Wisconsin
$370K +$23.1K +578 +7%
Amundi
252
Amundi
France
$361K +$361K +8,635 New
AFAS
253
Acorn Financial Advisory Services
Virginia
$358K -$114K -2,854 -24%
PCS
254
Personal CFO Solutions
New Jersey
$357K +$20.2K +505 +6%
YMRC
255
Yorktown Management & Research Company
Virginia
$349K – – –
Creative Planning
256
Creative Planning
Kansas
$348K +$31.6K +789 +10%
FMWA
257
Forvis Mazars Wealth Advisors
Missouri
$348K +$160 +4 +0%
YIH
258
Y-Intercept (HK)
Hong Kong
$344K +$344K +8,591 New
Lazard Asset Management
259
Lazard Asset Management
New York
$343K -$452K -11,322 -57%
GHA
260
GW Henssler & Associates
Georgia
$335K – – –
ERWM
261
Elk River Wealth Management
Colorado
$331K – – –
KOC
262
Koss-Olinger Consulting
Florida
$320K – – –
PNC Financial Services Group
263
PNC Financial Services Group
Pennsylvania
$318K -$1.96K -49 -0.6%
BGIM
264
Brandywine Global Investment Management
Pennsylvania
$309K -$10.6M -265,479 -97%
AA
265
ALPS Advisors
Colorado
$306K -$5.25K -131 -2%
BO
266
Bank OZK
Arkansas
$303K +$303K +7,555 New
PWG
267
Private Wealth Group
Florida
$302K – – –
CCIA
268
Campbell & Co Investment Adviser
Maryland
$300K -$68.5K -1,710 -19%
MS
269
Maven Securities
Jersey
$300K -$41.6K -1,038 -12%
KAS
270
Kestra Advisory Services
Texas
$298K +$58.6K +1,462 +24%
MML Investors Services
271
MML Investors Services
Massachusetts
$289K +$7.9K +197 +3%
Mariner
272
Mariner
Kansas
$284K +$4.96K +124 +2%
Dimensional Fund Advisors
273
Dimensional Fund Advisors
Texas
$278K +$9.22K +230,108 +3%
MOS
274
MGO One Seven
Ohio
$277K +$22.2K +555 +9%
Baird Financial Group
275
Baird Financial Group
Wisconsin
$274K +$274K +6,853 New
9 10
11
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