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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 %
SIC
376
SJS Investment Consulting
Ohio
$855 -$342 -10 -29%
DI
377
Disciplined Investments
Oklahoma
$650 -$137 -4 -17%
CWC
378
Carolinas Wealth Consulting
North Carolina
$547 – – –
MPWT
379
MassMutual Private Wealth & Trust
Connecticut
$547 – – –
FFA
380
Farther Finance Advisors
California
$445 +$171 +5 +63%
EWA
381
EverSource Wealth Advisors
Alabama
$410 +$410 +12 New
Commonwealth Equity Services
382
Commonwealth Equity Services
Massachusetts
$401 -$153 -4,478 -28%
AF
383
Allworth Financial
California
$342 +$103 +3 +43%
FGAM
384
Financial Gravity Asset Management
Texas
$243 -$43 -6 -15%
TFM
385
TFC Financial Management
Massachusetts
$206 +$206 +6 New
TWP
386
TFO Wealth Partners
Ohio
$171 -$103 -3 -38%
PA
387
PSI Advisors
Florida
$103 – – –
Fidelity International
388
Fidelity International
Bermuda
– -$14.9M -370,970 Closed
VIM
389
VELA Investment Management
Ohio
– -$2.87M -71,639 Closed
TC
390
TwinBeech Capital
New York
– -$1.88M -46,845 Closed
Voloridge Investment Management
391
Voloridge Investment Management
Florida
– -$1.86M -46,366 Closed
BA
392
Bridgewater Associates
Connecticut
– -$1.7M -42,540 Closed
RIM
393
Redwood Investment Management
Arizona
– -$1.47M -36,621 Closed
Boston Partners
394
Boston Partners
Massachusetts
– -$1.2M -31,991 Closed
HSBC Holdings
395
HSBC Holdings
United Kingdom
– -$1.25M -31,245 Closed
ECM
396
ExodusPoint Capital Management
New York
– -$1.18M -29,331 Closed
ADIM
397
Alpha DNA Investment Management
Maryland
– -$1.03M -25,681 Closed
DekaBank Deutsche Girozentrale
398
DekaBank Deutsche Girozentrale
Germany
– -$985K -24,549 Closed
Pacer Advisors
399
Pacer Advisors
Pennsylvania
– -$850K -21,214 Closed
QT
400
Quantbot Technologies
New York
– -$650K -16,215 Closed
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16
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