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Bank OZK

381 hedge funds and large institutions have $3.77B invested in Bank OZK in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 125 increasing their positions, 141 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+21
Holders Change %
+5.83%
% of All Funds
6.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
125
Reduced
141
Closed
32
Calls
$61.7M
Puts
$221M
Net Calls
-$159M
Net Calls Change
+$43.4M
Name Holding Trade Value Shares
Change
Shares
Change %
Verition Fund Management
251
Verition Fund Management
Connecticut
$373K +$373K +10,073 New
FIM
252
Freedom Investment Management
Connecticut
$372K -$38.3K -1,033 -9%
EP
253
Eudaimonia Partners
Tennessee
$371K
Northwestern Mutual Wealth Management
254
Northwestern Mutual Wealth Management
Wisconsin
$369K
1832 Asset Management
255
1832 Asset Management
Ontario, Canada
$369K
OR
256
Olympiad Research
Connecticut
$366K +$144K +3,893 +65%
VPIM
257
Vanguard Personalized Indexing Management
California
$355K -$366K -9,860 -51%
GAM
258
Gotham Asset Management
New York
$333K -$20K -540 -6%
SAM
259
Securian Asset Management
Minnesota
$330K -$25.6K -690 -7%
Pacer Advisors
260
Pacer Advisors
Pennsylvania
$329K -$372K -10,035 -53%
AA
261
ALPS Advisors
Colorado
$324K +$2.48K +67 +0.8%
VI
262
Vestcor Inc
New Brunswick, Canada
$318K +$318K +8,576 New
FMWA
263
Forvis Mazars Wealth Advisors
Missouri
$314K -$8.53K -230 -3%
MSRPS
264
Maryland State Retirement & Pension System
Maryland
$312K
JF
265
Jump Financial
Illinois
$306K +$306K +8,249 New
I
266
InceptionR
California
$305K +$305K +8,240 New
PCS
267
Personal CFO Solutions
New Jersey
$302K +$3.6K +97 +1%
OSAM
268
O'Shaughnessy Asset Management
Connecticut
$299K +$11.4K +307 +4%
HighTower Advisors
269
HighTower Advisors
Illinois
$299K +$22.4K +610 +8%
MML Investors Services
270
MML Investors Services
Massachusetts
$299K +$38.9K +1,050 +15%
BAM
271
Blueshift Asset Management
New Jersey
$287K +$287K +7,750 New
PWG
272
Private Wealth Group
Florida
$279K
CGH
273
Crossmark Global Holdings
Texas
$276K -$34.5K -922 -11%
PAG
274
Private Advisor Group
New Jersey
$273K +$6.12K +165 +2%
JCIA
275
Jackson Creek Investment Advisors
Colorado
$267K -$3.74K -101 -1%