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Bank OZK
OZK

Overview Fund Activity

350 hedge funds and large institutions have $3.83B invested in Bank OZK in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 108 increasing their positions, 151 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-3
Holders Change %
-0.85%
% of All Funds
6.05%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
40
Increased
108
Reduced
151
Closed
41
Calls
$6.79M
Puts
$10.9M
Net Calls
-$4.08M
Net Calls Change
+$4.44M

Top Buyers

1
State Street
State Street
Massachusetts
$502M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$10.2M
3
LSV Asset Management
LSV Asset Management
Illinois
$11.7M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$83.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$265M

Top Sellers

1
WA
Wasatch Advisors
Utah
$341M
2
BlackRock
BlackRock
New York
$405M
3
EIP
Epoch Investment Partners
New York
$21.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
$478M
5
Renaissance Technologies
Renaissance Technologies
New York
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$39K -$6.25K -160 -14%
QC
302
Quent Capital
New York
$38K +$719 +18 +2%
CA
303
Crewe Advisors
Utah
$36K +$13.1K +331 +57%
Toronto Dominion Bank
304
Toronto Dominion Bank
Ontario, Canada
$34K +$8.75K +220 +35%
TPCW
305
TD Private Client Wealth
New York
$26.9K -$7.91K -200 -23%
HI
306
Harbour Investments
Wisconsin
$25K – – –
PA
307
Parallel Advisors
California
$25K +$7.79K +196 +45%
IRC
308
Investors Research Corp
Georgia
$24K – – –
DAC
309
Dividend Assets Capital
South Carolina
$22K – – –
SPIA
310
Steward Partners Investment Advisory
New York
$19K -$1.83K -47 -9%
HFM
311
Harvest Fund Management
China
$15K – – –
GWM
312
Geneos Wealth Management
Colorado
$15K – – –
TFA
313
Toth Financial Advisory
Virginia
$13K – – –
TWA
314
TCI Wealth Advisors
Arizona
$13K +$3.57K +92 +38%
KFI
315
Key Financial Inc
Pennsylvania
$12K – – –
C
316
Covestor
United Kingdom
$10K -$48K -1,204 -83%
MIM
317
Macroview Investment Management
Maryland
$10K +$10K +249 New
Carson Wealth (CWM LLC)
318
Carson Wealth (CWM LLC)
Nebraska
$9K +$6.56K +175 +269%
GCM
319
Gladius Capital Management
Illinois
$9K +$9K +204 New
AAP
320
Arax Advisory Partners
Colorado
$8K – – –
GRP
321
Global Retirement Partners
California
$7K -$821 -19 -10%
TAIM
322
TD Ameritrade Investment Management
Nebraska
$5K -$659 -17 -12%
VCM
323
Versant Capital Management
Arizona
$5K – – –
DA
324
Denali Advisors
California
$4K +$1.38K +31 +53%
JWA
325
JFS Wealth Advisors
Pennsylvania
$4K +$3.28K +82 +456%
11 12
13
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