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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 %
IAIM
301
International Assets Investment Management
Florida
$3K +$3K +109 New
PFBT
302
Parkside Financial Bank & Trust
Missouri
$2K – – –
HIA
303
Harbor Investment Advisory
Maryland
$2K – – –
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
GWS
305
Glassman Wealth Services
Virginia
$2K – – –
LC
306
Lindbrook Capital
California
$2K – – –
SSB
307
Sandy Spring Bank
Maryland
$2K +$886 +31 +79%
HCM
308
Highlander Capital Management
New Jersey
$1K – – –
GTAM
309
Global Trust Asset Management
Florida
$1K – – –
RWA
310
Ropes Wealth Advisors
Massachusetts
$1K +$1K +39 New
MC
311
Martin Currie
United Kingdom
– -$8.12M -380,871 Closed
BO
312
Bank OZK
Arkansas
– -$3.37M -157,898 Closed
Two Sigma Investments
313
Two Sigma Investments
New York
– -$1.87M -87,490 Closed
OA
314
Oxbow Advisors
Texas
– -$1.26M -59,245 Closed
Capital Fund Management (CFM)
315
Capital Fund Management (CFM)
France
– -$842K -39,514 Closed
PAMP
316
Polar Asset Management Partners
Ontario, Canada
– -$722K -33,878 Closed
Walleye Capital
317
Walleye Capital
New York
– -$638K -29,933 Closed
EGM
318
Engineers Gate Manager
New York
– -$567K -26,618 Closed
CC
319
Cipher Capital
New York
– -$550K -25,779 Closed
WCM
320
Weld Capital Management
New York
– -$481K -22,541 Closed
Squarepoint
321
Squarepoint
New York
– -$475K -22,265 Closed
AI
322
Atom Investors
Texas
– -$391K -18,317 Closed
PP
323
Paloma Partners
Connecticut
– -$348K -16,313 Closed
TCM
324
Teza Capital Management
Illinois
– -$278K -13,053 Closed
Point72 Asset Management
325
Point72 Asset Management
Connecticut
– -$229K -10,742 Closed
10 11 12
13
14