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Bank OZK
OZK

Overview Fund Activity

432 hedge funds and large institutions have $4.47B invested in Bank OZK in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 165 increasing their positions, 162 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
6.25%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
51
Increased
165
Reduced
162
Closed
46
Calls
$84.4M
Puts
$71.3M
Net Calls
+$13M
Net Calls Change
+$28.5M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$182M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$73M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$43.4M
4
SM
4
Senvest Management
New York
$22.3M
5
State Street
5
State Street
Massachusetts
$306M

Top Sellers

1
JAM
1
Jupiter Asset Management
United Kingdom
$14.4M
2
Newport Trust Company
2
Newport Trust Company
District of Columbia
$28.1M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$20.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$494M
5
Millennium Management
5
Millennium Management
New York
$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
426
CVA Family Office
Colorado
$688 – – –
S
427
Sachetta
Massachusetts
$559 -$1.55K -36 -73%
CA
428
Continuum Advisory
Idaho
$430 -$1.1K -23 -72%
CA
429
Claris Advisors
Missouri
$344 +$344 +8 New
LFG
430
Larson Financial Group
Missouri
$129 +$129 +3 New
FPFS
431
First Personal Financial Services
North Carolina
$86 +$86 +2 New
MFG
432
Mendota Financial Group
Wisconsin
$43 +$43 +1 New
Norges Bank
433
Norges Bank
Norway
– -$40.1M -977,991 Closed
Schroder Investment Management Group
434
Schroder Investment Management Group
United Kingdom
– -$5.42M -132,311 Closed
TPSF
435
Texas Permanent School Fund
Texas
– -$4.19M -102,230 Closed
IP
436
Interval Partners
New York
– -$2.84M -69,206 Closed
Holocene Advisors
437
Holocene Advisors
New York
– -$2.41M -58,787 Closed
EIP
438
Epoch Investment Partners
New York
– -$2.11M -51,498 Closed
GCM
439
Graham Capital Management
Connecticut
– -$1.86M -45,365 Closed
HW
440
Hancock Whitney
Mississippi
– -$983K -23,968 Closed
SPA
441
Sherbrooke Park Advisers
New York
– -$939K -22,891 Closed
SW
442
SVB Wealth
Massachusetts
– -$678K -16,536 Closed
Group One Trading
443
Group One Trading
Illinois
– -$663K -16,179 Closed
FL
444
Fourthstone LLC
Missouri
– -$547K -13,339 Closed
SFC
445
Strategic Financial Concepts
Texas
– -$275 -12,947 Closed
PP
446
Prudential plc
United Kingdom
– -$476K -11,619 Closed
TSS
447
Two Sigma Securities
New York
– -$394K -9,600 Closed
VF
448
Virtu Financial
New York
– -$391K -9,541 Closed
Walleye Trading
449
Walleye Trading
New York
– -$357K -8,698 Closed
GC
450
Guggenheim Capital
Illinois
– -$334K -8,152 Closed
16 17
18
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