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Bank OZK
OZK

Overview Fund Activity

351 hedge funds and large institutions have $4.44B invested in Bank OZK in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 121 increasing their positions, 126 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+8
Holders Change %
+2.33%
% of All Funds
6.16%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
39
Increased
121
Reduced
126
Closed
28
Calls
$13.2M
Puts
$16.8M
Net Calls
-$3.57M
Net Calls Change
-$2.17M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$557M
2
WA
2
Wasatch Advisors
Utah
$421M
3
Millennium Management
3
Millennium Management
New York
$39.5M
4
Wells Fargo
4
Wells Fargo
California
$26.5M
5
ZCM
5
Ziegler Capital Management
Illinois
$16.7M

Top Sellers

1
Newport Trust Company
1
Newport Trust Company
District of Columbia
$53.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$74M
3
State Street
3
State Street
Massachusetts
$479M
4
OSAM
4
O'Shaughnessy Asset Management
Connecticut
$109K
5
Principal Financial Group
5
Principal Financial Group
Iowa
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$56K +$26.3K +610 +88%
MA
302
Montag & Associates
Georgia
$54K – – –
LIM
303
Longfellow Investment Management
Massachusetts
$49K – – –
TPCW
304
TD Private Client Wealth
New York
$48.2K -$989 -23 -2%
GRP
305
Global Retirement Partners
California
$47K – – –
1832 Asset Management
306
1832 Asset Management
Ontario, Canada
$37K +$6.31K +147 +21%
GWM
307
Geneos Wealth Management
Colorado
$34K – – –
NFG
308
Next Financial Group
Texas
$31K – – –
HI
309
Harbour Investments
Wisconsin
$29K -$724 -17 -2%
IRC
310
Investors Research Corp
Georgia
$26K – – –
APA
311
American Portfolios Advisors
New York
$25.9K +$86 +2 +0.3%
TWA
312
TCI Wealth Advisors
Arizona
$22K +$4.85K +113 +28%
SPIA
313
Steward Partners Investment Advisory
New York
$21K – – –
FMT
314
First Mercantile Trust
Tennessee
$18K -$1.01K -24 -5%
DAM
315
Delta Asset Management
Tennessee
$16K – – –
PA
316
Parallel Advisors
California
$16K +$2.05K +48 +15%
RVM
317
Robinson Value Management
Texas
$16K +$16K +379 New
HFM
318
Harvest Fund Management
China
$15K – – –
TFA
319
Toth Financial Advisory
Virginia
$15K – – –
EVM
320
Eaton Vance Management
Massachusetts
$14K +$94 +17 +0.7%
TG
321
TCW Group
California
$12.6K +$1.98K +46,050 +19%
GAM
322
Gemmer Asset Management
California
$10K – – –
CFA
323
Carroll Financial Associates
North Carolina
$10K +$42 +1 +0.4%
SNT
324
Security National Trust
West Virginia
$9K – – –
AAP
325
Arax Advisory Partners
Colorado
$9K +$44 +1 +0.5%
11 12
13
14 15