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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 %
PA
401
PSI Advisors
Florida
$120 – – –
BC
402
Brookfield Corp
Ontario, Canada
– -$5M -126,384 Closed
KWILP
403
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$1.13M -30,071 Closed
ACM
404
AlphaCrest Capital Management
New York
– -$923K -23,328 Closed
TCM
405
Teza Capital Management
Illinois
– -$824K -20,832 Closed
Axa
406
Axa
France
– -$756K -19,100 Closed
EP
407
Edgestream Partners
New Jersey
– -$666K -16,824 Closed
II
408
Inspire Investing
Idaho
– -$595K -15,048 Closed
USAA
409
United Services Automobile Association
Texas
– -$459K -11,607 Closed
MAG
410
Millrace Asset Group
Pennsylvania
– -$388K -9,801 Closed
VA
411
Valmark Advisers
Ohio
– -$316K -8,000 Closed
RPA
412
Rock Point Advisors
Vermont
– -$204K -5,145 Closed
PCM
413
Palouse Capital Management
Washington
– -$203K -5,140 Closed
PCM
414
Prelude Capital Management
New York
– -$201K -5,085 Closed
Walleye Trading
415
Walleye Trading
New York
– -$169K -4,267 Closed
SCM
416
Silvant Capital Management
Georgia
– -$99K -2,499 Closed
Macquarie Group
417
Macquarie Group
Australia
– -$83K -1,516 Closed
GWM
418
Geneos Wealth Management
Colorado
– -$15K -400 Closed
HFM
419
Harvest Fund Management
China
– -$15K -368 Closed
GCM
420
Gladius Capital Management
Illinois
– -$9K -204 Closed
CFFP
421
Center for Financial Planning
Michigan
– -$3K -81 Closed
EI
422
Ellevest Inc
New York
– -$1K -36 Closed
EC
423
EdgeRock Capital
Colorado
– -$1K -14 Closed
BIA
424
Bell Investment Advisors
California
– -$1K -13 Closed
13 14 15 16
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