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Bank OZK
OZK

Overview Fund Activity

381 hedge funds and large institutions have $3.77B invested in Bank OZK in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 125 increasing their positions, 141 reducing their positions, and 32 closing their positions.

Holders
381
Holders Change
+21
Holders Change %
+5.83%
% of All Funds
6.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
55
Increased
125
Reduced
141
Closed
32
Calls
$61.7M
Puts
$221M
Net Calls
-$159M
Net Calls Change
+$43.4M

Top Buyers

1
JAM
1
Jupiter Asset Management
United Kingdom
$40.2M
2
VRS
2
Virginia Retirement Systems
Virginia
$31.3M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$22.7M
4
HF
4
HRT Financial
New York
$15.4M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$69M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.65M
2
State Street
2
State Street
Massachusetts
$266M
3
Jane Street
3
Jane Street
New York
$3.53M
4
WA
4
Wasatch Advisors
Utah
$269M
5
Morgan Stanley
5
Morgan Stanley
New York
$33.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SIC
376
SJS Investment Consulting
Ohio
$1.08K 29 +4 +16%
FFA
377
Farther Finance Advisors
California
$482 13 – –
EWA
378
EverSource Wealth Advisors
Alabama
$445 12 – –
TWC
379
TD Waterhouse Canada
Ontario, Canada
$394 11 – –
FGAM
380
Financial Gravity Asset Management
Texas
$262 8 -32 -80%
TWP
381
TFO Wealth Partners
Ohio
$201 5 – –
PA
382
PSI Advisors
Florida
$111 3 – –
GC
383
Gillson Capital
Illinois
– – -135,632 Closed
N
384
Natixis
France
– – -95,200 Closed
Schroder Investment Management Group
385
Schroder Investment Management Group
United Kingdom
– – -92,511 Closed
BC
386
Brookfield Corp
Ontario, Canada
– – -88,129 Closed
State of Tennessee, Department of Treasury
387
State of Tennessee, Department of Treasury
Tennessee
– – -59,083 Closed
VIA
388
Vident Investment Advisory
Georgia
– – -58,035 Closed
Lido Advisors
389
Lido Advisors
California
– – -53,603 Closed
GT
390
Glenmede Trust
Pennsylvania
– – -45,878 Closed
TC
391
TwinBeech Capital
New York
– – -39,513 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
392
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -28,700 Closed
IWC
393
Integrated Wealth Concepts
Massachusetts
– – -15,792 Closed
DCM
394
Dupont Capital Management
Delaware
– – -15,252 Closed
BFM
395
Boothbay Fund Management
New York
– – -12,286 Closed
EI
396
Ethic Inc
New York
– – -10,725 Closed
CAM
397
Connacht Asset Management
New York
– – -10,076 Closed
FHC
398
First Heartland Consultants
Missouri
– – -9,361 Closed
CC
399
Cipher Capital
New York
– – -8,801 Closed
Allianz Asset Management
400
Allianz Asset Management
Germany
– – -7,600 Closed
14 15
16
17 18