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Bank OZK
OZK

Overview Fund Activity

417 hedge funds and large institutions have $4.9B invested in Bank OZK in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 140 increasing their positions, 155 reducing their positions, and 25 closing their positions.

Holders
417
Holders Change
+36
Holders Change %
+9.45%
% of All Funds
6.11%
Holding in Top 10
9
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+350%
% of All Funds
0.13%
New
69
Increased
140
Reduced
155
Closed
25
Calls
$57.5M
Puts
$261M
Net Calls
-$203M
Net Calls Change
-$43.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$99M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$599M
3
Citadel Advisors
3
Citadel Advisors
Florida
$35.3M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$94.6M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$34.1M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$11.2M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$243M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
State Street
4
State Street
Massachusetts
$338M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$74.7M
Name Market Value Shares Shares
Change 		Shares
Change %
QL
376
Quarry LP
New York
$11.7K 234 -443 -65%
LC
377
Lindbrook Capital
California
$11.5K 231 +54 +31%
GWSG
378
GPS Wealth Strategies Group
Colorado
$11K 221 – –
VCM
379
Versant Capital Management
Arizona
$9.32K 187 – –
CA
380
Clearstead Advisors
Ohio
$8.27K 166 -14 -8%
PWMG
381
Private Wealth Management Group
New Jersey
$7.92K 159 +159 New
PVH
382
Psagot Value Holdings
Israel
$6K 111 -21 -16%
MPWT
383
MassMutual Private Wealth & Trust
Connecticut
$5.93K 119 -71 -37%
TCWA
384
Turtle Creek Wealth Advisors
Texas
$5.63K 113 +113 New
UB
385
UMB Bank
Missouri
$5.53K 111 -86 -44%
JWA
386
JFS Wealth Advisors
Pennsylvania
$5.18K 104 +14 +16%
GRP
387
Global Retirement Partners
California
$4.91K 107 +12 +13%
VWM
388
Venturi Wealth Management
Texas
$3.99K 80 -15 -16%
MTIC
389
Missouri Trust & Investment Company
Missouri
$3.84K 77 +77 New
HCM
390
Highlander Capital Management
New Jersey
$3.74K 75 – –
CTC
391
Central Trust Company
Missouri
$3.54K 71 – –
SRCM
392
Signature Resources Capital Management
California
$3.19K 64 +64 New
AF
393
Allworth Financial
California
$3.14K 63 -28 -31%
GWS
394
Glassman Wealth Services
Virginia
$2.59K 52 – –
RG
395
Retirement Group
California
$2.56K 51 – –
HNB
396
Huntington National Bank
Ohio
$2.54K 51 -1 -2%
HIA
397
Harbor Investment Advisory
Maryland
$2.39K 48 – –
BFPW
398
BOK Financial Private Wealth
Colorado
$2.39K 48 +48 New
FMII
399
Farmers & Merchants Investments Inc
Nebraska
$2.14K 43 -4 -9%
CPG
400
Cornerstone Planning Group
New Jersey
$1.99K 40 – –
14 15
16
17 18