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Bank OZK
OZK

Overview Fund Activity

350 hedge funds and large institutions have $3.83B invested in Bank OZK in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 108 increasing their positions, 151 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-3
Holders Change %
-0.85%
% of All Funds
6.05%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
40
Increased
108
Reduced
151
Closed
41
Calls
$6.79M
Puts
$10.9M
Net Calls
-$4.08M
Net Calls Change
+$4.44M

Top Buyers

1
State Street
State Street
Massachusetts
$502M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$10.2M
3
LSV Asset Management
LSV Asset Management
Illinois
$11.7M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$83.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$265M

Top Sellers

1
WA
Wasatch Advisors
Utah
$341M
2
BlackRock
BlackRock
New York
$405M
3
EIP
Epoch Investment Partners
New York
$21.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
$478M
5
Renaissance Technologies
Renaissance Technologies
New York
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
326
Lindbrook Capital
California
$3K -$488 -13 -14%
UB
327
UMB Bank
Missouri
$3K -$384 -11 -11%
CTC
328
Central Trust Company
Missouri
$3K – – –
SC
329
Schubert & Co
Texas
$3K +$1.53K +45 +105%
CCM
330
Covington Capital Management
California
$3K +$3K +65 New
CFFP
331
Center for Financial Planning
Michigan
$3K +$3K +81 New
Bank of Montreal
332
Bank of Montreal
Ontario, Canada
$2.92K -$21 -532 -0.7%
HIA
333
Harbor Investment Advisory
Maryland
$2K – – –
PFBT
334
Parkside Financial Bank & Trust
Missouri
$2K – – –
GWS
335
Glassman Wealth Services
Virginia
$2K – – –
M1FG
336
Mach-1 Financial Group
Arkansas
$2K – – –
SIC
337
SJS Investment Consulting
Ohio
$2K +$2K +31 New
FMII
338
Farmers & Merchants Investments Inc
Nebraska
$2K +$2K +52 New
TWC
339
TD Waterhouse Canada
Ontario, Canada
$1.83K -$149 -3 -8%
AF
340
Allworth Financial
California
$1K -$357 -5 -26%
DI
341
Disciplined Investments
Oklahoma
$1K -$36 -1 -3%
MPWT
342
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
BIA
343
Bell Investment Advisors
California
$1K +$1K +13 New
EC
344
EdgeRock Capital
Colorado
$1K +$1K +14 New
CAL
345
Capital Advisors Ltd
Ohio
$1K +$1K +19 New
EI
346
Ellevest Inc
New York
$1K +$1K +36 New
FGAM
347
Financial Gravity Asset Management
Texas
$282 +$282 +240 New
MOS
348
MGO One Seven
Ohio
$251 +$2 +42 +0.7%
HF
349
HRT Financial
New York
– -$6.65M -177,063 Closed
E
350
Ergoteles
New York
– -$5.33M -142,132 Closed
12 13
14
15 16