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Bank OZK
OZK

Overview Fund Activity

417 hedge funds and large institutions have $4.9B invested in Bank OZK in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 140 increasing their positions, 155 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+36
Holders Change %
+9.45%
% of All Funds
6.11%
Holding in Top 10
9
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+350%
% of All Funds
0.13%
New
69
Increased
140
Reduced
155
Closed
25
Calls
$57.5M
Puts
$261M
Net Calls
-$203M
Net Calls Change
-$43.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$99M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$599M
3
Citadel Advisors
3
Citadel Advisors
Florida
$35.3M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$94.6M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$34.1M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$11.2M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$243M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
State Street
4
State Street
Massachusetts
$338M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
276
Profund Advisors
Maryland
$354K +$39.3K +789 +12%
KOC
277
Koss-Olinger Consulting
Florida
$349K -$299K -6,000 -46%
Two Sigma Advisers
278
Two Sigma Advisers
New York
$349K -$2.23M -44,800 -86%
MOS
279
MGO One Seven
Ohio
$341K -$2.29K -46 -0.7%
KLCM
280
KG&L Capital Management
Louisiana
$341K +$59.3K +1,200 +21%
LIM
281
Lathrop Investment Management
Arkansas
$335K – – –
LCGC
282
Legacy Capital Group California
California
$331K -$648 -13 -0.2%
HCP
283
Hexagon Capital Partners
Arkansas
$327K +$1.74K +35 +0.5%
SP
284
Symmetry Partners
Connecticut
$324K – – –
HWM
285
HB Wealth Management
Georgia
$317K +$8.12K +163 +3%
PAS
286
Park Avenue Securities
New York
$312K +$312K +6,265 New
BPA
287
Beacon Pointe Advisors
California
$311K +$12.3K +247 +4%
Massachusetts Financial Services
288
Massachusetts Financial Services
Massachusetts
$307K -$604K -12,113 -66%
US Bancorp
289
US Bancorp
Minnesota
$306K +$2.99K +60 +1%
HB
290
HTLF Bank
Colorado
$305K +$305K +6,116 New
CC
291
Cipher Capital
New York
$296K +$296K +5,943 New
URS
292
Utah Retirement Systems
Utah
$296K -$4.98K -100 -2%
PNC Financial Services Group
293
PNC Financial Services Group
Pennsylvania
$288K -$8.12K -163 -3%
MM
294
Meridian Management
Arkansas
$285K +$285K +6,700 New
MCM
295
Mendel Capital Management
Arkansas
$284K +$4.44K +89 +2%
FFM
296
Forum Financial Management
Illinois
$283K – – –
DBIA
297
Dumont & Blake Investment Advisors
New Jersey
$283K +$283K +5,685 New
GAM
298
Gotham Asset Management
New York
$273K -$175K -3,520 -39%
MLL
299
Moody Lynn & Lieberson
Massachusetts
$271K +$271K +5,432 New
CFO
300
Callan Family Office
Pennsylvania
$270K – – –
10 11
12
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