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Bank OZK
OZK

Overview Fund Activity

387 hedge funds and large institutions have $3.59B invested in Bank OZK in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 124 increasing their positions, 162 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
-15
Holders Change %
-3.73%
% of All Funds
6.19%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
50
Increased
124
Reduced
162
Closed
60
Calls
$34.6M
Puts
$331M
Net Calls
-$297M
Net Calls Change
-$292M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$169M
2
State Street
State Street
Massachusetts
$437M
3
Millennium Management
Millennium Management
New York
$68.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$31.4M
5
Bank of America
Bank of America
North Carolina
$17.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$16.6M
2
Fidelity International
Fidelity International
Bermuda
$0
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$5.47M
4
TD Asset Management
TD Asset Management
Ontario, Canada
$722K
5
Goldman Sachs
Goldman Sachs
New York
$9.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
351
Versant Capital Management
Arizona
$4.34K – – –
Point72 Asset Management
352
Point72 Asset Management
Connecticut
$3.42K -$40.7K -1,191 -92%
DA
353
Denali Advisors
California
$3.08K – – –
PVH
354
Psagot Value Holdings
Israel
$3K -$155K -4,611 -98%
UB
355
UMB Bank
Missouri
$2.94K – – –
GRP
356
Global Retirement Partners
California
$2.7K -$2.7K -81 -50%
CTC
357
Central Trust Company
Missouri
$2.43K – – –
EI
358
Ellevest Inc
New York
$2.33K +$2.33K +68 New
GWS
359
Glassman Wealth Services
Virginia
$2.29K +$513 +15 +29%
VFA
360
Values First Advisors
Tennessee
$2.27K +$2.27K +66 New
JWA
361
JFS Wealth Advisors
Pennsylvania
$2.09K -$1.61K -47 -44%
SFG
362
Steward Financial Group
Texas
$2K +$861 +34 +76%
RG
363
Retirement Group
California
$2K +$2K +50 New
IA
364
IFP Advisors
Florida
$1.87K -$63.3K -1,492 -97%
FMII
365
Farmers & Merchants Investments Inc
Nebraska
$1.78K – – –
RFG
366
RFP Financial Group
Georgia
$1.71K -$10.3K -300 -86%
SC
367
Schubert & Co
Texas
$1.64K -$1.23K -36 -43%
HIA
368
Harbor Investment Advisory
Maryland
$1.64K – – –
BIA
369
Bell Investment Advisors
California
$1.61K +$1.61K +47 New
CM
370
Cercano Management
Washington
$1.54K – – –
TWC
371
TD Waterhouse Canada
Ontario, Canada
$1.54K – – –
TWD
372
True Wealth Design
Ohio
$1.51K +$1.51K +44 New
MFT
373
Moisand Fitzgerald Tamayo
Florida
$1.3K – – –
JFA
374
JNBA Financial Advisors
Minnesota
$1.1K +$1.1K +32 New
PWMG
375
Prestige Wealth Management Group
New Jersey
$1.03K +$1.03K +30 New
13 14
15
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