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Bank OZK
OZK

Overview Fund Activity

369 hedge funds and large institutions have $4.27B invested in Bank OZK in 2022 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 134 increasing their positions, 129 reducing their positions, and 30 closing their positions.

Holders
369
Holders Change
+13
Holders Change %
+3.65%
% of All Funds
5.84%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
49
Increased
134
Reduced
129
Closed
30
Calls
$6.63M
Puts
$16.6M
Net Calls
-$9.94M
Net Calls Change
-$9.19M

Top Buyers

1
State Street
1
State Street
Massachusetts
$457M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$23.7M
3
Charles Schwab
3
Charles Schwab
California
$110M
4
Wells Fargo
4
Wells Fargo
California
$34.5M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$8.64M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$20.5M
2
AAMU
2
AEGON Asset Management (UK)
United Kingdom
$0
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$69.9M
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$128M
5
TRSOTSOK
5
Teachers Retirement System of the State of Kentucky
Kentucky
$709K
Name Market Value Shares Shares
Change 		Shares
Change %
Lazard Asset Management
326
Lazard Asset Management
New York
$25K 599 +599 New
TWA
327
TCI Wealth Advisors
Arizona
$22K 513 – –
SPIA
328
Steward Partners Investment Advisory
New York
$21K 486 – –
TFA
329
Toth Financial Advisory
Virginia
$15K 340 – –
HFM
330
Harvest Fund Management
China
$15K 368 – –
PA
331
Parallel Advisors
California
$14K 330 -43 -12%
KFI
332
Key Financial Inc
Pennsylvania
$13K 294 +294 New
QT
333
Quantbot Technologies
New York
$13K 314 +314 New
FAG
334
Fortitude Advisory Group
Washington
$11K 247 – –
FHA
335
First Horizon Advisors
Tennessee
$10K 223 +223 New
AAP
336
Arax Advisory Partners
Colorado
$9K 205 -2 -1%
GAM
337
Gemmer Asset Management
California
$9K 226 – –
CIBC Private Wealth Group
338
CIBC Private Wealth Group
Georgia
$9K 201 +201 New
SGAM
339
Smith Group Asset Management
Texas
$8K 196 -6 -3%
CCM
340
Covington Capital Management
California
$8K 186 +186 New
CWP
341
Concord Wealth Partners
Virginia
$7K 174 – –
GRP
342
Global Retirement Partners
California
$7K 184 +184 New
VCM
343
Versant Capital Management
Arizona
$6K 131 – –
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
$6K 130 +84 +183%
NIC
345
Northwest Investment Counselors
Oregon
$5K 125 +125 New
UB
346
UMB Bank
Missouri
$4K 97 – –
LC
347
Lindbrook Capital
California
$3K 70 – –
PFBT
348
Parkside Financial Bank & Trust
Missouri
$3K 52 – –
JWA
349
JFS Wealth Advisors
Pennsylvania
$3K 73 +35 +92%
PFS
350
Prospera Financial Services
Texas
$3K 66 +66 New
12 13
14
15 16