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Bank OZK
OZK

Overview Fund Activity

356 hedge funds and large institutions have $4.69B invested in Bank OZK in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 109 increasing their positions, 151 reducing their positions, and 36 closing their positions.

Holders
356
Holders Change
+5
Holders Change %
+1.42%
% of All Funds
5.5%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
48
Increased
109
Reduced
151
Closed
36
Calls
$9.36M
Puts
$10.1M
Net Calls
-$748K
Net Calls Change
+$2.82M

Top Buyers

1
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$30.2M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$24M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$17.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$21.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$609M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$17.1M
2
Millennium Management
2
Millennium Management
New York
$11.5M
3
State Street
3
State Street
Massachusetts
$488M
4
DAM
4
Davis Asset Management
California
$24.8M
5
SSA
5
Schonfeld Strategic Advisors
New York
$15.1M
Name Market Value Shares Shares
Change 		Shares
Change %
LIM
301
Longfellow Investment Management
Massachusetts
$52K 1,117 – –
TPCW
302
TD Private Client Wealth
New York
$51.1K 1,098 -24 -2%
1832 Asset Management
303
1832 Asset Management
Ontario, Canada
$48K 1,004 +142 +16%
CWS
304
Confluence Wealth Services
Pennsylvania
$45K 969 +969 New
CMBA
305
C.M. Bidwell & Associates
Hawaii
$45K 975 +975 New
NFG
306
Next Financial Group
Texas
$38K 804 +77 +11%
QCG
307
Quadrant Capital Group
Ohio
$37K 799 +799 New
HI
308
Harbour Investments
Wisconsin
$31K 656 -25 -4%
IRC
309
Investors Research Corp
Georgia
$28K 600 – –
C
310
Covestor
United Kingdom
$27K 572 +572 New
TWA
311
TCI Wealth Advisors
Arizona
$24K 513 – –
SPIA
312
Steward Partners Investment Advisory
New York
$23K 486 +1 +0.2%
GWM
313
Geneos Wealth Management
Colorado
$18K 400 -376 -48%
PA
314
Parallel Advisors
California
$17K 373 -1 -0.3%
DAM
315
Delta Asset Management
Tennessee
$17K 370 – –
HFM
316
Harvest Fund Management
China
$17K 368 – –
TFA
317
Toth Financial Advisory
Virginia
$16K 340 – –
GAM
318
Gemmer Asset Management
California
$11K 226 – –
FAG
319
Fortitude Advisory Group
Washington
$11K 247 +247 New
CFA
320
Carroll Financial Associates
North Carolina
$10K 237 – –
AAP
321
Arax Advisory Partners
Colorado
$10K 207 +1 +0.5%
SGAM
322
Smith Group Asset Management
Texas
$9K 202 +16 +9%
CA
323
CoreCap Advisors
Michigan
$9K 200 +200 New
QC
324
Quent Capital
New York
$9K 203 +203 New
CWP
325
Concord Wealth Partners
Virginia
$8K 174 +174 New
11 12
13
14 15