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Bank OZK
OZK

Overview Fund Activity

402 hedge funds and large institutions have $3.69B invested in Bank OZK in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 140 increasing their positions, 128 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
+52
Holders Change %
+14.86%
% of All Funds
6.49%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
81
Increased
140
Reduced
128
Closed
24
Calls
$15.8M
Puts
$20.4M
Net Calls
-$4.62M
Net Calls Change
-$541K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$55M
2
Millennium Management
2
Millennium Management
New York
$56.5M
3
WCM
3
Wedge Capital Management
North Carolina
$31.3M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$15.5M
5
BlackRock
5
BlackRock
New York
$421M

Top Sellers

1
State Street
1
State Street
Massachusetts
$463M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$453K
3
Diamond Hill Capital Management
3
Diamond Hill Capital Management
Ohio
$88.6M
4
SSA
4
Schonfeld Strategic Advisors
New York
$1.09M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
301
Chicago Trust
Illinois
$218K – – –
CFO
302
Callan Family Office
Pennsylvania
$217K +$217K +5,428 New
MM
303
MQS Management
New York
$215K +$215K +5,358 New
BPA
304
Beacon Pointe Advisors
California
$211K -$8.77K -219 -4%
PFO
305
Pathstone Family Office
New Jersey
$210K +$210K +5,230 New
EW
306
Evoke Wealth
California
$203K +$2.72K +68 +1%
HWAM
307
Hennion & Walsh Asset Management
New Jersey
$201K +$201K +5,015 New
PVH
308
Psagot Value Holdings
Israel
$188K +$188K +4,700 New
HWA
309
HHM Wealth Advisors
Tennessee
$181K – – –
CMBA
310
C.M. Bidwell & Associates
Hawaii
$156K – – –
VanEck Associates
311
VanEck Associates
New York
$145K +$11.4K +285 +9%
US Bancorp
312
US Bancorp
Minnesota
$143K +$521 +13 +0.4%
TRCT
313
Tower Research Capital (TRC)
New York
$135K -$123K -3,093 -48%
IUHSA
314
Itau Unibanco Holding S.A.
Brazil
$121K +$121K +2,992 New
Rockefeller Capital Management
315
Rockefeller Capital Management
New York
$112K -$13.9K -349 -11%
SAM
316
Shell Asset Management
Netherlands
$108K -$24K -599 -18%
ECM
317
EMC Capital Management
Texas
$108K +$108K +2,694 New
MAM
318
Meeder Asset Management
Ohio
$99.4K +$4.57K +114 +5%
NA
319
NewEdge Advisors
Louisiana
$96.7K +$19.8K +5,772 +26%
QCG
320
Quadrant Capital Group
Ohio
$83K +$19.9K +497 +32%
IA
321
IFP Advisors
Florida
$79K -$14.6K -284 -16%
S
322
SignatureFD
Georgia
$77.6K -$3.17K -79 -4%
PFA
323
Pathway Financial Advisers
Indiana
$74.9K +$74.9K +1,869 New
LWCFA
324
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$73K – – –
BAM
325
Belpointe Asset Management
Nevada
$72.2K +$72.2K +1,801 New
11 12
13
14 15