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Bank OZK
OZK

Overview Fund Activity

306 hedge funds and large institutions have $2.93B invested in Bank OZK in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 118 increasing their positions, 110 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-22
Holders Change %
-6.71%
% of All Funds
6.72%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
26
Increased
118
Reduced
110
Closed
48
Calls
$9.35M
Puts
$7.66M
Net Calls
+$1.69M
Net Calls Change
+$10.1M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$42.8M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$144M
3
CCM
Copeland Capital Management
Pennsylvania
$32.2M
4
Victory Capital Management
Victory Capital Management
Texas
$6.06M
5
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$36.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$29.6M
2
SCP
Sandhill Capital Partners
New York
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$114M
4
APG Asset Management
APG Asset Management
Netherlands
$0
5
MC
Maverick Capital
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
276
Realta Investment Advisors
Delaware
$9K +$58 +2 +0.6%
Rockefeller Capital Management
277
Rockefeller Capital Management
New York
$8K -$29.5K -1,107 -79%
TFA
278
Toth Financial Advisory
Virginia
$8K – – –
ASN
279
Advisory Services Network
Georgia
$8K – – –
CIA
280
CSat Investment Advisory
Michigan
$8K +$1.13K +42 +16%
GAM
281
Gemmer Asset Management
California
$7K -$1.7K -62 -20%
SNT
282
Security National Trust
West Virginia
$6K – – –
CFA
283
Carroll Financial Associates
North Carolina
$6K – – –
WTC
284
WhitTier Trust Company
Nevada
$6K – – –
IFAM
285
Institutional & Family Asset Management
Colorado
$6K +$517 +18 +9%
WT
286
Whittier Trust
California
$6K +$6K +226 New
RCAG
287
Rehmann Capital Advisory Group
Michigan
$5.89K -$2.22K -81 -27%
GWAG
288
Garrett Wealth Advisory Group
Texas
$5.45K +$5.45K +200 New
AA
289
Advisory Alpha
Michigan
$5.22K +$5.22K +200 New
TCM
290
TD Capital Management
Tennessee
$5K +$5K +190 New
BGIM
291
Brandywine Global Investment Management
Pennsylvania
$4K +$571 +20 +17%
SCA
292
Stonebridge Capital Advisors
Minnesota
$4K +$4K +165 New
PRC
293
Pearl River Capital
Michigan
$3K -$124K -4,351 -98%
GWS
294
Glassman Wealth Services
Virginia
$3K -$265 -10 -8%
CIAS
295
Capital Investment Advisory Services
North Carolina
$3K – – –
HGWM
296
Harvest Group Wealth Management
Massachusetts
$3K +$636 +25 +27%
Carson Wealth (CWM LLC)
297
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
SFSIG
298
San Francisco Sentry Investment Group
California
$2K – – –
WAP
299
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
SWA
300
Sutton Wealth Advisors
Florida
$1.06K -$1.42K -52 -57%
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