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Bank OZK
OZK

Overview Fund Activity

294 hedge funds and large institutions have $3.31B invested in Bank OZK in 2016 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 134 increasing their positions, 88 reducing their positions, and 37 closing their positions.

Holders
294
Holders Change
+7
Holders Change %
+2.44%
% of All Funds
7.85%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
46
Increased
134
Reduced
88
Closed
37
Calls
$10.1M
Puts
$4.52M
Net Calls
+$5.57M
Net Calls Change
+$940K

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$85.6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$133M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$157M
4
Millennium Management
4
Millennium Management
New York
$22M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$270M

Top Sellers

1
O
1
OppenheimerFunds
New York
$0
2
CS
2
Credit Suisse
Switzerland
$12.4M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$13.3M
4
WRF
4
Waddell & Reed Financial
Kansas
$33.4M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$19M
Name Market Value Shares Shares
Change 		Shares
Change %
GS
326
GAM Systematic
United Kingdom
– – -1,144 Closed
QAM
327
QCI Asset Management
New York
– – -753 Closed
VFA
328
Virtus Fund Advisers
Connecticut
– – -301 Closed
AFP
329
Ausdal Financial Partners
Iowa
– – -276 Closed
GT
330
Glenmede Trust
Pennsylvania
– – -180 Closed
KC
331
Kingfisher Capital
North Carolina
– – -153 Closed
KPF
332
K2 Principal Fund
Ontario, Canada
– – – –
OCA
333
Otter Creek Advisors
Florida
– – – –
KM
334
Kalos Management
Georgia
– – – –
CFA
335
Carroll Financial Associates
North Carolina
$0 2 – –
10 11 12 13
14