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Bank OZK
OZK

Overview Fund Activity

302 hedge funds and large institutions have $2.6B invested in Bank OZK in 2018 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 108 increasing their positions, 89 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-28
Holders Change %
-8.48%
% of All Funds
6.74%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
67
Increased
108
Reduced
89
Closed
94
Calls
$2.81M
Puts
$20.9M
Net Calls
-$18.1M
Net Calls Change
-$15.2M

Top Buyers

1
State Street
1
State Street
Massachusetts
$315M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$151M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$132M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$64.7M
5
EIP
5
Epoch Investment Partners
New York
$123M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$0
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$0
4
Handelsbanken Fonder
4
Handelsbanken Fonder
Sweden
$0
5
Jennison Associates
5
Jennison Associates
New York
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
351
MML Investors Services
Massachusetts
– -$394K -10,387 Closed
RJT
352
Raymond James Trust
Florida
– -$382K -10,076 Closed
RVPG
353
Relative Value Partners Group
– -$366K -9,643 Closed
HF
354
HRT Financial
New York
– -$364K -9,608 Closed
PFC
355
Phocas Financial Corp
California
– -$351K -9,250 Closed
DDPIC
356
Deroy & Devereaux Private Investment Counsel
Michigan
– -$336K -8,850 Closed
HFS
357
HL Financial Services
Kentucky
– -$326K -8,600 Closed
SCM
358
Shelton Capital Management
Colorado
– -$326K -8,585 Closed
OMC
359
Old Mission Capital
Illinois
– -$319K -8,399 Closed
ARTA
360
A.R.T. Advisors
New York
– -$316K -8,347 Closed
SC
361
Scotia Capital
Ontario, Canada
– -$316K -8,322 Closed
LFAS
362
Level Four Advisory Services
Texas
– -$307K -8,100 Closed
FMWA
363
Forvis Mazars Wealth Advisors
Missouri
– -$304K -8,021 Closed
STA
364
Summit Trail Advisors
New York
– -$298K -7,852 Closed
KeyBank National Association
365
KeyBank National Association
Ohio
– -$295K -7,781 Closed
GEM
366
Global Endowment Management
North Carolina
– -$292K -7,680 Closed
FC
367
Ferris Capital
Massachusetts
– -$291K -7,675 Closed
Commonwealth Equity Services
368
Commonwealth Equity Services
Massachusetts
– -$285K -7,534 Closed
FHC
369
First Heartland Consultants
Missouri
– -$274K -7,219 Closed
BUB
370
BBVA USA Bancshares
Texas
– -$243K -6,400 Closed
WAM
371
World Asset Management
Michigan
– -$229K -6,043 Closed
PCM
372
Palouse Capital Management
Washington
– -$229K -6,024 Closed
IG
373
ING Group
Netherlands
– -$223K -5,880 Closed
Qube Research & Technologies (QRT)
374
Qube Research & Technologies (QRT)
United Kingdom
– -$155K -4,093 Closed
MYIA
375
Mount Yale Investment Advisors
Colorado
– -$102K -3,750 Closed
12 13 14
15
16