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Bank OZK
OZK

Overview Fund Activity

335 hedge funds and large institutions have $3.35B invested in Bank OZK in 2019 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 112 increasing their positions, 111 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
+29
Holders Change %
+9.48%
% of All Funds
6.62%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
61
Increased
112
Reduced
111
Closed
24
Calls
$13.7M
Puts
$6.63M
Net Calls
+$7.11M
Net Calls Change
+$5.42M

Top Buyers

1
Newport Trust Company
1
Newport Trust Company
District of Columbia
$92.1M
2
State Street
2
State Street
Massachusetts
$428M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$173M
4
BlackRock
4
BlackRock
New York
$349M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$56.7M

Top Sellers

1
Diamond Hill Capital Management
1
Diamond Hill Capital Management
Ohio
$164M
2
BNP Paribas Asset Management
2
BNP Paribas Asset Management
France
$0
3
GC
3
Giverny Capital
Quebec, Canada
$11.8M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$28.5M
5
Millennium Management
5
Millennium Management
New York
$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
276
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$56K – – –
EMFAT
277
Emerald Mutual Fund Advisers Trust
Pennsylvania
$54K +$54K +1,774 New
HNB
278
Huntington National Bank
Ohio
$47K +$47K +1,550 New
GI
279
Gradient Investments
Minnesota
$46K – – –
VRM
280
Vectors Research Management
New York
$46K – – –
PA
281
Parallel Advisors
California
$45K +$2.83K +93 +7%
QCG
282
Quadrant Capital Group
Ohio
$37K -$5.23K -196 -12%
Group One Trading
283
Group One Trading
Illinois
$37K +$37K +1,227 New
CFGS
284
Concourse Financial Group Securities
Alabama
$36K +$18K +588 +100%
CG
285
Cutler Group
California
$36K +$36K +1,200 New
APA
286
American Portfolios Advisors
New York
$33.5K -$5.89K -193 -15%
APWM
287
Atlas Private Wealth Management
New York
$31K +$31K +1,019 New
ASN
288
Advisory Services Network
Georgia
$30K +$21.3K +677 +244%
GRP
289
Global Retirement Partners
California
$29K +$1.1K +36 +4%
OPS
290
Orion Portfolio Solutions
Nebraska
$27K +$27K +876 New
HI
291
Hoey Investments
Pennsylvania
$27K +$27K +900 New
LC
292
Lindbrook Capital
California
$25K – – –
BAM
293
Bellevue Asset Management
Washington
$25K +$25K +833 New
NFG
294
Next Financial Group
Texas
$23K +$4.03K +134 +21%
AIM
295
Aigen Investment Management
New York
$22K +$22K +712 New
BCA
296
Berman Capital Advisors
Georgia
$20K -$1.4K -46 -7%
EA
297
Emerald Advisers
Pennsylvania
$20K +$20K +652 New
SPIA
298
Steward Partners Investment Advisory
New York
$19K +$88 +3 +0.5%
IRC
299
Investors Research Corp
Georgia
$18K – – –
GWM
300
Geneos Wealth Management
Colorado
$17K – – –
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12
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