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Bank OZK
OZK

Overview Fund Activity

351 hedge funds and large institutions have $4.36B invested in Bank OZK in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 93 increasing their positions, 142 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+41
Holders Change %
+13.23%
% of All Funds
6.18%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.11%
New
63
Increased
93
Reduced
142
Closed
20
Calls
$11M
Puts
$19M
Net Calls
-$8.01M
Net Calls Change
-$14.1M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$335M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$482M
3
BlackRock
3
BlackRock
New York
$448M
4
AAMU
4
AEGON Asset Management (UK)
United Kingdom
$14.6M
5
DCM
5
Driehaus Capital Management
Illinois
$17M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$92.2M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$135M
3
Millennium Management
3
Millennium Management
New York
$11.5M
4
EIP
4
Epoch Investment Partners
New York
$94.5M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
301
Gradient Investments
Minnesota
$62K – – –
GRP
302
Global Retirement Partners
California
$61K +$7.96K +195 +15%
TH
303
TCTC Holdings
Texas
$57K – – –
MA
304
Montag & Associates
Georgia
$51K – – –
Acadian Asset Management
305
Acadian Asset Management
Massachusetts
$43K +$43K +1,045 New
GWM
306
Geneos Wealth Management
Colorado
$37K – – –
NFG
307
Next Financial Group
Texas
$36K +$6.34K +153 +21%
EVM
308
Eaton Vance Management
Massachusetts
$29K +$29K +719 New
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$28K +$3.13K +77 +13%
HI
310
Harbour Investments
Wisconsin
$27K +$27K +667 New
SPIA
311
Steward Partners Investment Advisory
New York
$26.1K +$41 +1 +0.2%
VanEck Associates
312
VanEck Associates
New York
$26K +$26K +638 New
IRC
313
Investors Research Corp
Georgia
$25K – – –
APA
314
American Portfolios Advisors
New York
$24.4K -$2.41K -59 -9%
FMT
315
First Mercantile Trust
Tennessee
$21K +$21K +510 New
BFEC
316
Benjamin F. Edwards & Company
Missouri
$19K -$22.6K -560 -54%
DAM
317
Delta Asset Management
Tennessee
$15K -$3.08K -76 -17%
TWA
318
TCI Wealth Advisors
Arizona
$15K +$4.65K +116 +45%
HFM
319
Harvest Fund Management
China
$15K +$15K +368 New
TFA
320
Toth Financial Advisory
Virginia
$14K – – –
PA
321
Parallel Advisors
California
$11K – – –
CFA
322
Carroll Financial Associates
North Carolina
$9K – – –
GAM
323
Gemmer Asset Management
California
$9K – – –
SNT
324
Security National Trust
West Virginia
$9K – – –
AIG
325
American International Group
New York
$8.95K -$2.3K -56,276 -20%
11 12
13
14 15