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Bank OZK
OZK

Overview Fund Activity

432 hedge funds and large institutions have $4.47B invested in Bank OZK in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 165 increasing their positions, 162 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
6.25%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
51
Increased
165
Reduced
162
Closed
46
Calls
$84.4M
Puts
$71.3M
Net Calls
+$13M
Net Calls Change
+$28.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$182M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$73M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$43.4M
4
SM
Senvest Management
New York
$22.3M
5
State Street
State Street
Massachusetts
$306M

Top Sellers

1
JAM
Jupiter Asset Management
United Kingdom
$14.4M
2
Newport Trust Company
Newport Trust Company
District of Columbia
$28.1M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$20.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
$494M
5
Millennium Management
Millennium Management
New York
$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPW
301
Impact Partnership Wealth
Georgia
$283K +$67.4K +1,567 +31%
MM
302
Meridian Management
Arkansas
$281K +$1.89K +44 +0.7%
CGH
303
Crossmark Global Holdings
Texas
$278K -$787K -18,309 -74%
Janney Montgomery Scott
304
Janney Montgomery Scott
Pennsylvania
$276K +$53.8K +1,252 +24%
DnB Asset Management
305
DnB Asset Management
Norway
$275K +$275K +6,388 New
LCGC
306
Legacy Capital Group California
California
$273K -$11K -256 -4%
CC
307
Corton Capital
Ontario, Canada
$264K +$36.3K +845 +16%
MSRPS
308
Maryland State Retirement & Pension System
Maryland
$261K -$100K -2,337 -28%
FIM
309
Freedom Investment Management
Connecticut
$256K -$53.2K -1,237 -17%
Allianz Asset Management
310
Allianz Asset Management
Germany
$254K -$723K -16,819 -74%
URS
311
Utah Retirement Systems
Utah
$251K – – –
PAM
312
Panagora Asset Management
Massachusetts
$249K -$25.9K -602 -9%
MOS
313
MGO One Seven
Ohio
$248K +$2.84K +66 +1%
DBIA
314
Dumont & Blake Investment Advisors
New Jersey
$245K -$245K -5,695 -50%
US Bancorp
315
US Bancorp
Minnesota
$243K -$6.84K -159 -3%
BCM
316
Bayesian Capital Management
New York
$243K -$615K -14,300 -72%
CFO
317
Callan Family Office
Pennsylvania
$234K -$6.96K -162 -3%
GAM
318
Gotham Asset Management
New York
$232K -$15.4K -359 -6%
FFM
319
Forum Financial Management
Illinois
$232K -$2.75K -64 -1%
PNC Financial Services Group
320
PNC Financial Services Group
Pennsylvania
$232K -$6.75K -157 -3%
HCP
321
Hexagon Capital Partners
Arkansas
$227K +$4.3K +100 +2%
HB
322
HTLF Bank
Colorado
$227K -$20.9K -485 -8%
OQS
323
Occudo Quantitative Strategies
Florida
$225K +$225K +5,223 New
MCM
324
Mendel Capital Management
Arkansas
$223K -$21.7K -505 -9%
CCM
325
Coldstream Capital Management
Washington
$223K -$17.5K -406 -7%
11 12
13
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