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Bank OZK
OZK

Overview Fund Activity

351 hedge funds and large institutions have $4.36B invested in Bank OZK in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 93 increasing their positions, 142 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+41
Holders Change %
+13.23%
% of All Funds
6.18%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.11%
New
63
Increased
93
Reduced
142
Closed
20
Calls
$11M
Puts
$19M
Net Calls
-$8.01M
Net Calls Change
-$14.1M

Top Buyers

1
WA
Wasatch Advisors
Utah
$335M
2
Vanguard Group
Vanguard Group
Pennsylvania
$482M
3
BlackRock
BlackRock
New York
$448M
4
AAMU
AEGON Asset Management (UK)
United Kingdom
$14.6M
5
DCM
Driehaus Capital Management
Illinois
$17M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$92.2M
2
Principal Financial Group
Principal Financial Group
Iowa
$135M
3
Millennium Management
Millennium Management
New York
$11.5M
4
EIP
Epoch Investment Partners
New York
$94.5M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
326
Cullen/Frost Bankers
Texas
$8K – – –
RCA
327
Ranch Capital Advisors
Florida
$8K – – –
SWM
328
Spire Wealth Management
Virginia
$8K +$8K +198 New
1832 Asset Management
329
1832 Asset Management
Ontario, Canada
$7K +$7K +160 New
VCM
330
Versant Capital Management
Arizona
$5K – – –
DI
331
Disciplined Investments
Oklahoma
$5K – – –
DA
332
Denali Advisors
California
$4K -$2.56K -57 -39%
LFG
333
Larson Financial Group
Missouri
$4K – – –
VFA
334
Valeo Financial Advisors
Indiana
$4K +$4K +94 New
IA
335
IFP Advisors
Florida
$4K +$4K +96 New
CWC
336
Carolinas Wealth Consulting
North Carolina
$4K +$4K +105 New
AWA
337
Arkadios Wealth Advisors
Georgia
$4K +$4K +110 New
AIC
338
Ameritas Investment Company
Nebraska
$3.47K +$3.47K +85 New
EFSCE
339
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
IAIM
340
International Assets Investment Management
Florida
$3K – – –
SSB
341
Sandy Spring Bank
Maryland
$3K – – –
LC
342
Lindbrook Capital
California
$3K – – –
AssetMark Inc
343
AssetMark Inc
California
$3K +$3K +81 New
Nisa Investment Advisors
344
Nisa Investment Advisors
Missouri
$2.18K -$245 -6,000 -10%
PFBT
345
Parkside Financial Bank & Trust
Missouri
$2K – – –
HIA
346
Harbor Investment Advisory
Maryland
$2K – – –
HCM
347
Highlander Capital Management
New Jersey
$2K – – –
Carson Wealth (CWM LLC)
348
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
GWS
349
Glassman Wealth Services
Virginia
$2K – – –
GTAM
350
Global Trust Asset Management
Florida
$1K – – –
11 12 13
14
15