OZK icon

Bank OZK
OZK

Overview Fund Activity

286 hedge funds and large institutions have $2.39B invested in Bank OZK in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 109 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
-3
Holders Change %
-1.04%
% of All Funds
5.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
91
Reduced
109
Closed
33
Calls
$23.3M
Puts
$39.2M
Net Calls
-$16M
Net Calls Change
-$11.7M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$33.1M
2
WA
2
Wasatch Advisors
Utah
$92.6M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$69.7M
4
KCM
4
Kennedy Capital Management
Missouri
$10.9M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$8.4M

Top Sellers

1
State Street
1
State Street
Massachusetts
$306M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$234M
3
BlackRock
3
BlackRock
New York
$221M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$9.46M
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
276
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
IA
277
IFP Advisors
Florida
$2K +$2K +106 New
LC
278
Lindbrook Capital
California
$1K – – –
GWS
279
Glassman Wealth Services
Virginia
$1K – – –
HIA
280
Harbor Investment Advisory
Maryland
$1K – – –
HCM
281
Highlander Capital Management
New Jersey
$1K – – –
PFBT
282
Parkside Financial Bank & Trust
Missouri
$1K +$692 +36 +225%
SSB
283
Sandy Spring Bank
Maryland
$1K +$1K +39 New
Fifth Third Bancorp
284
Fifth Third Bancorp
Ohio
$1K +$1K +39 New
Koshinski Asset Management
285
Koshinski Asset Management
Illinois
$924 -$116 -5,200 -11%
State of Tennessee, Department of Treasury
286
State of Tennessee, Department of Treasury
Tennessee
– -$4.02M -171,323 Closed
RA
287
Royce & Associates
New York
– -$2.19M -93,428 Closed
Walleye Trading
288
Walleye Trading
New York
– -$1.04M -44,115 Closed
URS
289
Utah Retirement Systems
Utah
– -$547K -23,287 Closed
Simplex Trading
290
Simplex Trading
Illinois
– -$533K -22,731 Closed
PI
291
PEAK6 Investments
Illinois
– -$499K -21,252 Closed
MC
292
Maverick Capital
Texas
– -$413K -17,592 Closed
Holocene Advisors
293
Holocene Advisors
New York
– -$409K -17,440 Closed
DTL
294
Dynamic Technology Lab
Singapore
– -$326K -13,908 Closed
SFM
295
Systematic Financial Management
New Jersey
– -$311K -13,240 Closed
MFG
296
Magnus Financial Group
New York
– -$234K -9,987 Closed
AIM
297
Aigen Investment Management
New York
– -$230K -9,798 Closed
Janney Montgomery Scott
298
Janney Montgomery Scott
Pennsylvania
– -$218K -9,291 Closed
LIM
299
Lathrop Investment Management
Arkansas
– -$210K -8,930 Closed
XM
300
XTX Markets
New York
– -$209K -8,921 Closed
9 10 11
12
13