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Bank OZK
OZK

Overview Fund Activity

430 hedge funds and large institutions have $4.1B invested in Bank OZK in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 153 increasing their positions, 156 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+7
Holders Change %
+1.65%
% of All Funds
6.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
68
Increased
153
Reduced
156
Closed
50
Calls
$70.6M
Puts
$86M
Net Calls
-$15.5M
Net Calls Change
-$1.32M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$95.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$130M
3
Millennium Management
3
Millennium Management
New York
$56M
4
Victory Capital Management
4
Victory Capital Management
Texas
$40.2M
5
WRBC
5
W.R. Berkley Corp
Connecticut
$24.6M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$39.3M
2
CCM
2
Copeland Capital Management
Pennsylvania
$355K
3
Principal Financial Group
3
Principal Financial Group
Iowa
$14.6M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$12.2M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
301
PineBridge Investments
New York
$266K +$266K +6,482 New
SP
302
Symmetry Partners
Connecticut
$262K – – –
PAM
303
Panagora Asset Management
Massachusetts
$262K +$262K +6,386 New
BHCM
304
Brevan Howard Capital Management
Jersey
$253K +$253K +6,180 New
CG
305
Caprock Group
Idaho
$253K +$253K +6,160 New
PA
306
Profund Advisors
Maryland
$246K -$40.2K -981 -14%
PCMC
307
Paragon Capital Management (Colorado)
Colorado
$240K +$240K +5,847 New
URS
308
Utah Retirement Systems
Utah
$240K – – –
US Bancorp
309
US Bancorp
Minnesota
$239K -$1.03K -25 -0.4%
YIH
310
Y-Intercept (HK)
Hong Kong
$238K +$238K +5,811 New
HB
311
HTLF Bank
Colorado
$237K -$16.2K -395 -6%
GAM
312
Gotham Asset Management
New York
$236K -$16.4K -400 -6%
MOS
313
MGO One Seven
Ohio
$234K -$37K -902 -14%
MCM
314
Mendel Capital Management
Arkansas
$234K +$3.85K +94 +2%
OR
315
Olympiad Research
Connecticut
$231K -$60.9K -1,485 -21%
PI
316
PEAK6 Investments
Illinois
$231K -$451K -10,996 -66%
CFO
317
Callan Family Office
Pennsylvania
$230K +$7.09K +173 +3%
CCM
318
Coldstream Capital Management
Washington
$229K -$126K -3,075 -36%
PNC Financial Services Group
319
PNC Financial Services Group
Pennsylvania
$227K -$2.42K -59 -1%
FFM
320
Forum Financial Management
Illinois
$224K -$8.98K -219 -4%
CC
321
Corton Capital
Ontario, Canada
$218K +$218K +5,307 New
HT
322
Headlands Technologies
Illinois
$214K -$163K -3,974 -43%
HCP
323
Hexagon Capital Partners
Arkansas
$213K -$3.24K -79 -1%
Janney Montgomery Scott
324
Janney Montgomery Scott
Pennsylvania
$212K -$290K -7,083 -58%
VA
325
Vident Advisory
Georgia
$211K -$10.4K -253 -5%
11 12
13
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