OZK icon

Bank OZK
OZK

Overview Fund Activity

430 hedge funds and large institutions have $4.1B invested in Bank OZK in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 153 increasing their positions, 156 reducing their positions, and 50 closing their positions.

Holders
430
Holders Change
+7
Holders Change %
+1.65%
% of All Funds
6.26%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
68
Increased
153
Reduced
156
Closed
50
Calls
$70.6M
Puts
$86M
Net Calls
-$15.5M
Net Calls Change
-$1.32M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$95.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$130M
3
Millennium Management
3
Millennium Management
New York
$56M
4
Victory Capital Management
4
Victory Capital Management
Texas
$40.2M
5
WRBC
5
W.R. Berkley Corp
Connecticut
$24.6M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$39.3M
2
CCM
2
Copeland Capital Management
Pennsylvania
$355K
3
Principal Financial Group
3
Principal Financial Group
Iowa
$14.6M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$12.2M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DPW
426
DiNuzzo Private Wealth
Pennsylvania
$943 +$164 +4 +21%
HI
427
Horizon Investments
North Carolina
$894 +$894 +22 New
CFO
428
CVA Family Office
Colorado
$656 +$656 +16 New
SFC
429
Strategic Financial Concepts
Texas
$275 +$275 +12,947 New
Qube Research & Technologies (QRT)
430
Qube Research & Technologies (QRT)
United Kingdom
– -$21.2M -466,905 Closed
DFO
431
Duquesne Family Office
New York
– -$10.6M -234,200 Closed
AIG
432
American International Group
New York
– -$6.33M -139,286 Closed
BO
433
Bank OZK
Arkansas
– -$5.43M -119,418 Closed
FP
434
Foundry Partners
Minnesota
– -$4.29M -94,452 Closed
Lido Advisors
435
Lido Advisors
California
– -$1.3M -28,690 Closed
HSBC Holdings
436
HSBC Holdings
United Kingdom
– -$928K -20,419 Closed
N
437
Natixis
France
– -$868K -19,100 Closed
SEC
438
Seven Eight Capital
New York
– -$863K -18,985 Closed
PRC
439
Pearl River Capital
Michigan
– -$782K -17,193 Closed
WF
440
Welch & Forbes
Massachusetts
– -$700K -15,400 Closed
IWA
441
IBEX Wealth Advisors
New Jersey
– -$541K -13,509 Closed
DS
442
DRW Securities
Illinois
– -$594K -13,062 Closed
MC
443
Maverick Capital
Texas
– -$585K -12,865 Closed
OPS
444
Orion Portfolio Solutions
Nebraska
– -$562K -12,359 Closed
BCI
445
Brinker Capital Investments
Pennsylvania
– -$562K -12,359 Closed
SCA
446
Snowden Capital Advisors
New York
– -$481K -10,590 Closed
NFG
447
Nations Financial Group
Iowa
– -$445K -9,778 Closed
VI
448
Vestcor Inc
New Brunswick, Canada
– -$390K -8,576 Closed
PCS
449
Personal CFO Solutions
New Jersey
– -$387K -8,503 Closed
NYLIM
450
New York Life Investment Management
New York
– -$370K -8,141 Closed
16 17
18
19 20