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Bank OZK
OZK

Overview Fund Activity

417 hedge funds and large institutions have $4.9B invested in Bank OZK in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 140 increasing their positions, 155 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+36
Holders Change %
+9.45%
% of All Funds
6.11%
Holding in Top 10
9
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+350%
% of All Funds
0.13%
New
69
Increased
140
Reduced
155
Closed
25
Calls
$57.5M
Puts
$261M
Net Calls
-$203M
Net Calls Change
-$43.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$99M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$599M
3
Citadel Advisors
3
Citadel Advisors
Florida
$35.3M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$94.6M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$34.1M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$11.2M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$243M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
State Street
4
State Street
Massachusetts
$338M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFAS
251
Acorn Financial Advisory Services
Virginia
$508K +$4.63K +93 +0.9%
GCM
252
Greenland Capital Management
New York
$507K +$507K +10,183 New
EP
253
Eudaimonia Partners
Tennessee
$498K – – –
Janney Montgomery Scott
254
Janney Montgomery Scott
Pennsylvania
$497K -$30.6K -614 -6%
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$496K – – –
1832 Asset Management
256
1832 Asset Management
Ontario, Canada
$495K – – –
MJP
257
Michael J. Puzo
$470K -$33.1K -665 -7%
AWM
258
AE Wealth Management
Kansas
$464K +$464K +9,509 New
Amundi
259
Amundi
France
$455K +$272K +5,607 +149%
OSAM
260
O'Shaughnessy Asset Management
Connecticut
$452K +$50K +1,003 +12%
SAM
261
Securian Asset Management
Minnesota
$439K -$4.98K -100 -1%
VI
262
Vestcor Inc
New Brunswick, Canada
$427K – – –
FMWA
263
Forvis Mazars Wealth Advisors
Missouri
$422K – – –
PCS
264
Personal CFO Solutions
New Jersey
$422K +$16.4K +329 +4%
MSRPS
265
Maryland State Retirement & Pension System
Maryland
$419K – – –
AA
266
ALPS Advisors
Colorado
$412K -$23.5K -471 -5%
BHCM
267
Brevan Howard Capital Management
Jersey
$411K +$411K +8,243 New
QC
268
Quadrature Capital
United Kingdom
$408K +$408K +8,193 New
XT
269
XTX Topco
Cayman Islands
$405K -$475K -9,530 -54%
OR
270
Olympiad Research
Connecticut
$398K -$93.8K -1,882 -19%
PWG
271
Private Wealth Group
Florida
$375K – – –
FIM
272
Freedom Investment Management
Connecticut
$363K -$137K -2,755 -27%
Envestnet Portfolio Solutions
273
Envestnet Portfolio Solutions
Illinois
$360K +$53.8K +1,079 +18%
CGH
274
Crossmark Global Holdings
Texas
$359K -$9.48K -190 -3%
JCIA
275
Jackson Creek Investment Advisors
Colorado
$359K -$648 -13 -0.2%
9 10
11
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