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

Top Sellers

1
State Street
1
State Street
Massachusetts
$463M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$453K
3
Diamond Hill Capital Management
3
Diamond Hill Capital Management
Ohio
$88.6M
4
SSA
4
Schonfeld Strategic Advisors
New York
$1.09M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
376
Denali Advisors
California
$3.61K – – –
SC
377
Schubert & Co
Texas
$3.37K -$160 -4 -5%
LC
378
Lindbrook Capital
California
$3.09K -$120 -3 -4%
UB
379
UMB Bank
Missouri
$3K – – –
CTC
380
Central Trust Company
Missouri
$2.84K – – –
PFBT
381
Parkside Financial Bank & Trust
Missouri
$2.08K – – –
GWS
382
Glassman Wealth Services
Virginia
$2.08K – – –
FMII
383
Farmers & Merchants Investments Inc
Nebraska
$2.08K – – –
HIA
384
Harbor Investment Advisory
Maryland
$1.92K – – –
CM
385
Cercano Management
Washington
$1.8K +$1.8K +45 New
TWC
386
TD Waterhouse Canada
Ontario, Canada
$1.8K – – –
MRCM
387
M&R Capital Management
New Jersey
$1.72K +$1.72K +43 New
MFT
388
Moisand Fitzgerald Tamayo
Florida
$1.52K +$1.52K +38 New
SIC
389
SJS Investment Consulting
Ohio
$1.4K +$160 +4 +13%
MPWT
390
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
CAL
391
Capital Advisors Ltd
Ohio
$1K +$296 +8 +42%
SFG
392
Steward Financial Group
Texas
$1K +$1K +45 New
CG
393
Cutler Group
California
$1K +$1K +46 New
DI
394
Disciplined Investments
Oklahoma
$921 -$200 -5 -18%
GGI
395
Godsey & Gibb Inc
Virginia
$801 +$801 +20 New
CWC
396
Carolinas Wealth Consulting
North Carolina
$641 +$641 +16 New
TWP
397
TFO Wealth Partners
Ohio
$364 +$364 +8 New
BAAM
398
Baker Avenue Asset Management
California
$320 +$320 +8 New
FFA
399
Farther Finance Advisors
California
$320 +$320 +8 New
AF
400
Allworth Financial
California
$280 -$280 -7 -50%
13 14 15
16
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