OZK icon

Bank OZK
OZK

Overview Fund Activity

360 hedge funds and large institutions have $4.31B invested in Bank OZK in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 126 increasing their positions, 140 reducing their positions, and 71 closing their positions.

Holders
360
Holders Change
-27
Holders Change %
-6.98%
% of All Funds
5.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
46
Increased
126
Reduced
140
Closed
71
Calls
$72.4M
Puts
$275M
Net Calls
-$203M
Net Calls Change
+$93.9M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$173M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$68M
3
Jane Street
3
Jane Street
New York
$53.7M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$230M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$58.3M

Top Sellers

1
State Street
1
State Street
Massachusetts
$423M
2
Millennium Management
2
Millennium Management
New York
$51.1M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$25.3M
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$62.8M
5
WA
5
Wasatch Advisors
Utah
$313M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
251
O'Shaughnessy Asset Management
Connecticut
$312K -$88K -2,192 -22%
BO
252
Bank OZK
Arkansas
$303K – – –
PWG
253
Private Wealth Group
Florida
$302K – – –
HighTower Advisors
254
HighTower Advisors
Illinois
$302K +$9.1K +227 +3%
JCIA
255
Jackson Creek Investment Advisors
Colorado
$294K -$477K -11,866 -62%
TI
256
Tidal Investments
Wisconsin
$294K +$20.7K +516 +8%
PA
257
Profund Advisors
Maryland
$288K -$96.3K -2,398 -25%
MML Investors Services
258
MML Investors Services
Massachusetts
$282K +$31K +772 +12%
Balyasny Asset Management
259
Balyasny Asset Management
Illinois
$277K -$1.37M -34,162 -83%
NFG
260
Nations Financial Group
Iowa
$271K +$2.29K +57 +0.9%
LIM
261
Lathrop Investment Management
Arkansas
$270K – – –
LCGC
262
Legacy Capital Group California
California
$269K +$8.8K +219 +3%
YMRC
263
Yorktown Management & Research Company
Virginia
$269K -$80.3K -2,000 -23%
GHA
264
GW Henssler & Associates
Georgia
$266K -$72.3K -1,800 -21%
SG Americas Securities
265
SG Americas Securities
New York
$265K -$3.49M -86,729 -93%
MOS
266
MGO One Seven
Ohio
$264K -$5.82K -145 -2%
HCP
267
Hexagon Capital Partners
Arkansas
$261K +$2.13K +53 +0.8%
BPA
268
Beacon Pointe Advisors
California
$260K +$260K +6,483 New
SP
269
Symmetry Partners
Connecticut
$257K – – –
PNC Financial Services Group
270
PNC Financial Services Group
Pennsylvania
$255K -$52.1K -1,298 -17%
HWM
271
HB Wealth Management
Georgia
$249K +$11K +274 +5%
OR
272
Olympiad Research
Connecticut
$240K +$240K +5,974 New
URS
273
Utah Retirement Systems
Utah
$239K – – –
US Bancorp
274
US Bancorp
Minnesota
$237K +$72.5K +1,805 +44%
DBT
275
Dubuque Bank & Trust
Iowa
$231K +$231K +5,755 New
9 10
11
12 13