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Bank OZK
OZK

Overview Fund Activity

310 hedge funds and large institutions have $3.48B invested in Bank OZK in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 105 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+24
Holders Change %
+8.39%
% of All Funds
5.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
51
Increased
105
Reduced
111
Closed
26
Calls
$15M
Puts
$8.83M
Net Calls
+$6.12M
Net Calls Change
+$22.1M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$209M
2
Millennium Management
2
Millennium Management
New York
$37.5M
3
OSAM
3
O'Shaughnessy Asset Management
Connecticut
$13.1M
4
GLA
4
Great Lakes Advisors
Illinois
$15.1M
5
JFL
5
Jarislowsky, Fraser Ltd
Quebec, Canada
$74.3M

Top Sellers

1
State Street
1
State Street
Massachusetts
$367M
2
Citadel Advisors
2
Citadel Advisors
Florida
$19.4M
3
Diamond Hill Capital Management
3
Diamond Hill Capital Management
Ohio
$130M
4
EIP
4
Epoch Investment Partners
New York
$91.6M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
276
American Portfolios Advisors
New York
$20.5K -$58.1K -1,860 -74%
SPIA
277
Steward Partners Investment Advisory
New York
$20K -$13.2K -420 -40%
IRC
278
Investors Research Corp
Georgia
$19K – – –
Fifth Third Bancorp
279
Fifth Third Bancorp
Ohio
$19K +$17.8K +574 +1,472%
ASN
280
Advisory Services Network
Georgia
$18K -$63.1K -1,997 -78%
DAM
281
Delta Asset Management
Tennessee
$14K – – –
CAAS
282
Capital Asset Advisory Services
Michigan
$14K +$14K +450 New
TFA
283
Toth Financial Advisory
Virginia
$11K +$1.29K +40 +13%
MAM
284
Meeder Asset Management
Ohio
$9K -$281K -9,473 -97%
PA
285
Parallel Advisors
California
$9K -$2.01K -62 -18%
AIG
286
American International Group
New York
$8.61K -$154 -4,939 -2%
TWA
287
TCI Wealth Advisors
Arizona
$8K -$620 -20 -7%
GAM
288
Gemmer Asset Management
California
$7K – – –
SNT
289
Security National Trust
West Virginia
$7K – – –
CFA
290
Carroll Financial Associates
North Carolina
$7K +$30 +1 +0.4%
Canada Pension Plan Investment Board
291
Canada Pension Plan Investment Board
Ontario, Canada
$6K -$99.1K -2,988 -94%
CFB
292
Cullen/Frost Bankers
Texas
$6K -$6K -200 -50%
RCA
293
Ranch Capital Advisors
Florida
$6K +$6K +200 New
DA
294
Denali Advisors
California
$5K +$5K +146 New
DI
295
Disciplined Investments
Oklahoma
$4K -$4.11K -115 -51%
VCM
296
Versant Capital Management
Arizona
$4K -$519 -17 -11%
LFG
297
Larson Financial Group
Missouri
$3K – – –
EFSCE
298
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
VCG
299
Vantage Consulting Group
Virginia
$3K +$3K +87 New
SN
300
Sittner & Nelson
Oregon
$3K +$3K +99 New
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12
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