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Bank OZK
OZK

Overview Fund Activity

381 hedge funds and large institutions have $3.77B invested in Bank OZK in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 125 increasing their positions, 141 reducing their positions, and 32 closing their positions.

Holders
381
Holders Change
+21
Holders Change %
+5.83%
% of All Funds
6.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
55
Increased
125
Reduced
141
Closed
32
Calls
$61.7M
Puts
$221M
Net Calls
-$159M
Net Calls Change
+$43.4M

Top Buyers

1
JAM
1
Jupiter Asset Management
United Kingdom
$40.2M
2
VRS
2
Virginia Retirement Systems
Virginia
$31.3M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$22.7M
4
HF
4
HRT Financial
New York
$15.4M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$69M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.65M
2
State Street
2
State Street
Massachusetts
$266M
3
Jane Street
3
Jane Street
New York
$3.53M
4
WA
4
Wasatch Advisors
Utah
$269M
5
Morgan Stanley
5
Morgan Stanley
New York
$33.9M
Name Market Value Shares Shares
Change 		Shares
Change %
TI
276
Tidal Investments
Wisconsin
$267K 7,190 -137 -2%
MOS
277
MGO One Seven
Ohio
$256K 6,894 +316 +5%
LIM
278
Lathrop Investment Management
Arkansas
$249K 6,721 – –
YMRC
279
Yorktown Management & Research Company
Virginia
$248K 6,700 – –
LCGC
280
Legacy Capital Group California
California
$246K 6,646 -64 -1%
MF
281
Magnetar Financial
Illinois
$243K 6,568 +6,568 New
HCP
282
Hexagon Capital Partners
Arkansas
$242K 6,527 +29 +0.4%
SP
283
Symmetry Partners
Connecticut
$237K 6,390 – –
PA
284
Profund Advisors
Maryland
$234K 6,316 -848 -12%
HWM
285
HB Wealth Management
Georgia
$230K 6,195 – –
BTI
286
Blue Trust Inc
Georgia
$228K 5,669 +3,875 +216%
Envestnet Portfolio Solutions
287
Envestnet Portfolio Solutions
Illinois
$228K 6,150 +6,150 New
US Bancorp
288
US Bancorp
Minnesota
$225K 6,080 +174 +3%
URS
289
Utah Retirement Systems
Utah
$224K 6,042 +100 +2%
BPA
290
Beacon Pointe Advisors
California
$222K 6,000 -483 -7%
PNC Financial Services Group
291
PNC Financial Services Group
Pennsylvania
$220K 5,938 -410 -6%
MM
292
MQS Management
New York
$219K 5,909 +5,909 New
SOW
293
State of Wyoming
Wyoming
$215K 5,798 +279 +5%
DBT
294
Dubuque Bank & Trust
Iowa
$214K 5,770 +15 +0.3%
KLCM
295
KG&L Capital Management
Louisiana
$213K 5,700 +5,700 New
FFM
296
Forum Financial Management
Illinois
$211K 5,684 – –
MCM
297
Mendel Capital Management
Arkansas
$208K 5,601 -14 -0.2%
EW
298
Evoke Wealth
California
$202K 5,437 +325 +6%
CFO
299
Callan Family Office
Pennsylvania
$201K 5,428 – –
TPCW
300
TD Private Client Wealth
New York
$192K 5,187 – –
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12
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