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Bank OZK
OZK

Overview Fund Activity

423 hedge funds and large institutions have $4.52B invested in Bank OZK in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 151 increasing their positions, 145 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+6
Holders Change %
+1.44%
% of All Funds
6.13%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
58
Increased
151
Reduced
145
Closed
50
Calls
$56.2M
Puts
$70.4M
Net Calls
-$14.1M
Net Calls Change
+$189M

Top Buyers

1
GC
Giverny Capital
Quebec, Canada
+$42.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$37.6M
3
Charles Schwab
Charles Schwab
California
+$36M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$23.1M
5
American Century Companies
American Century Companies
Missouri
+$19.9M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$62.4M
2
WCM
Wedge Capital Management
North Carolina
-$44.1M
3
Morgan Stanley
Morgan Stanley
New York
-$34.9M
4
WA
Wasatch Advisors
Utah
-$21.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSRPS
276
Maryland State Retirement & Pension System
Maryland
$351K – – –
ECM
277
EMC Capital Management
Texas
$343K +$220K +4,842 +180%
PWG
278
Private Wealth Group
Florida
$342K – – –
CC
279
Cipher Capital
New York
$338K +$68.2K +1,500 +25%
OR
280
Olympiad Research
Connecticut
$324K -$39.1K -859 -11%
JCIA
281
Jackson Creek Investment Advisors
Colorado
$320K -$7.6K -167 -2%
PA
282
Profund Advisors
Maryland
$317K -$5.86K -129 -2%
FIM
283
Freedom Investment Management
Connecticut
$313K -$18.1K -398 -5%
LIM
284
Lathrop Investment Management
Arkansas
$306K – – –
ACP
285
Arcus Capital Partners
Georgia
$302K +$56.5K +1,242 +23%
MOS
286
MGO One Seven
Ohio
$300K -$10.9K -240 -4%
HWM
287
HB Wealth Management
Georgia
$300K +$11.3K +249 +4%
LCGC
288
Legacy Capital Group California
California
$297K -$4.09K -90 -1%
MM
289
Meridian Management
Arkansas
$295K -$9.09K -200 -3%
Envestnet Portfolio Solutions
290
Envestnet Portfolio Solutions
Illinois
$293K -$35.2K -774 -11%
SP
291
Symmetry Partners
Connecticut
$290K – – –
HB
292
HTLF Bank
Colorado
$280K +$2.36K +52 +0.9%
GAM
293
Gotham Asset Management
New York
$280K +$31.5K +692 +13%
PAS
294
Park Avenue Securities
New York
$275K -$9.73K -214 -3%
SOW
295
State of Wyoming
Wyoming
$272K +$77.9K +1,714 +40%
US Bancorp
296
US Bancorp
Minnesota
$266K -$13.4K -295 -5%
URS
297
Utah Retirement Systems
Utah
$266K -$4.55K -100 -2%
Mackenzie Financial
298
Mackenzie Financial
Ontario, Canada
$264K +$264K +5,815 New
DBIA
299
Dumont & Blake Investment Advisors
New Jersey
$263K +$4.77K +105 +2%
FFM
300
Forum Financial Management
Illinois
$258K – – –
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