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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$92.2M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$135M
3
Millennium Management
3
Millennium Management
New York
$11.5M
4
EIP
4
Epoch Investment Partners
New York
$94.5M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADIM
351
Alpha DNA Investment Management
Maryland
$1K +$1K +35 New
Arrowstreet Capital
352
Arrowstreet Capital
Massachusetts
– -$16.7M -534,176 Closed
JAM
353
Jupiter Asset Management
United Kingdom
– -$4.39M -140,450 Closed
OC
354
Oppenheimer & Co
New York
– -$2.61M -83,414 Closed
MSA
355
Mason Street Advisors
Wisconsin
– -$2.02M -64,561 Closed
DekaBank Deutsche Girozentrale
356
DekaBank Deutsche Girozentrale
Germany
– -$1.3M -42,270 Closed
OTPPB
357
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$733K -23,443 Closed
Simplex Trading
358
Simplex Trading
Illinois
– -$622K -19,896 Closed
LAM
359
Lingohr Asset Management
Germany
– -$422K -13,498 Closed
WI
360
WBI Investments
New Jersey
– -$349K -11,162 Closed
CPO
361
Cerity Partners OCIO
New York
– -$270K -8,629 Closed
LMAM
362
Legg Mason Asset Management
Japan
– -$209K -6,677 Closed
LIA
363
LS Investment Advisors
Michigan
– -$200K -6,401 Closed
PWPS
364
Pinnacle Wealth Planning Services
Ohio
– -$84K -2,706 Closed
LWCFA
365
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$57K -1,822 Closed
ICP
366
Interchange Capital Partners
Pennsylvania
– -$50K -1,604 Closed
CAAS
367
Capital Asset Advisory Services
Michigan
– -$14K -450 Closed
Canada Pension Plan Investment Board
368
Canada Pension Plan Investment Board
Ontario, Canada
– -$6K -181 Closed
SN
369
Sittner & Nelson
Oregon
– -$3K -99 Closed
VCG
370
Vantage Consulting Group
Virginia
– -$3K -87 Closed
RWA
371
Ropes Wealth Advisors
Massachusetts
– -$1K -39 Closed
11 12 13 14
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