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Bank OZK
OZK

Overview Fund Activity

402 hedge funds and large institutions have $3.69B invested in Bank OZK in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 140 increasing their positions, 128 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
+52
Holders Change %
+14.86%
% of All Funds
6.49%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
81
Increased
140
Reduced
128
Closed
24
Calls
$15.8M
Puts
$20.4M
Net Calls
-$4.62M
Net Calls Change
-$541K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$55M
2
Millennium Management
Millennium Management
New York
$56.5M
3
WCM
Wedge Capital Management
North Carolina
$31.3M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$15.5M
5
BlackRock
BlackRock
New York
$421M

Top Sellers

1
State Street
State Street
Massachusetts
$463M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$453K
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$88.6M
4
SSA
Schonfeld Strategic Advisors
New York
$1.09M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
DAC
351
Dividend Assets Capital
South Carolina
$22K – – –
HI
352
Harbour Investments
Wisconsin
$19.2K -$7.45K -186 -28%
CA
353
Centerpoint Advisors
Massachusetts
$18K +$18K +449 New
SPIA
354
Steward Partners Investment Advisory
New York
$17.5K -$1.96K -49 -10%
PA
355
Parallel Advisors
California
$16.7K -$8.45K -211 -34%
RFG
356
RFP Financial Group
Georgia
$14K +$14K +350 New
TFA
357
Toth Financial Advisory
Virginia
$13.6K – – –
QL
358
Quarry LP
New York
$13.2K +$13.2K +330 New
CCA
359
Column Capital Advisors
Indiana
$12.2K +$12.2K +305 New
DAM
360
Delta Asset Management
Tennessee
$12K +$12K +300 New
KFI
361
Key Financial Inc
Pennsylvania
$11.6K – – –
FGAM
362
Financial Gravity Asset Management
Texas
$10.4K -$52.1K -200 -83%
MIM
363
Macroview Investment Management
Maryland
$10.3K +$361 +9 +4%
C
364
Covestor
United Kingdom
$10K -$162 -4 -2%
TWA
365
TCI Wealth Advisors
Arizona
$9.41K -$4.01K -100 -30%
Jones Financial Companies
366
Jones Financial Companies
Missouri
$9K +$9K +237 New
CA
367
CoreCap Advisors
Michigan
$8.01K +$8.01K +200 New
AAP
368
Arax Advisory Partners
Colorado
$7.32K -$880 -22 -11%
TAIM
369
TD Ameritrade Investment Management
Nebraska
$7K +$2.17K +58 +45%
Fuller & Thaler Asset Management
370
Fuller & Thaler Asset Management
California
$7K +$7K +180 New
GRP
371
Global Retirement Partners
California
$6.49K – – –
CPG
372
Cornerstone Planning Group
New Jersey
$6.42K +$6.42K +160 New
VCM
373
Versant Capital Management
Arizona
$5.09K – – –
JWA
374
JFS Wealth Advisors
Pennsylvania
$4.33K +$320 +8 +8%
AWM
375
Accurate Wealth Management
Florida
$4.1K +$4.1K +100 New
13 14
15
16 17