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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 %
BMCM
451
Burns Matteson Capital Management
New York
– -$366K -8,062 Closed
JCIA
452
Jackson Creek Investment Advisors
Colorado
– -$320K -7,034 Closed
HWM
453
HB Wealth Management
Georgia
– -$300K -6,607 Closed
Envestnet Portfolio Solutions
454
Envestnet Portfolio Solutions
Illinois
– -$293K -6,455 Closed
PAS
455
Park Avenue Securities
New York
– -$275K -6,051 Closed
FRM
456
Fox Run Management
Connecticut
– -$256K -5,627 Closed
CIP
457
Convergence Investment Partners
Florida
– -$254K -5,582 Closed
SRL
458
Scientech Research LLC
New Jersey
– -$250K -5,497 Closed
BPA
459
Beacon Pointe Advisors
California
– -$247K -5,439 Closed
EW
460
Evoke Wealth
California
– -$233K -5,136 Closed
HighTower Advisors
461
HighTower Advisors
Illinois
– -$234K -5,064 Closed
OQS
462
Occudo Quantitative Strategies
Florida
– -$228K -5,022 Closed
PAG
463
Private Advisor Group
New Jersey
– -$218K -4,805 Closed
HCA
464
Harbor Capital Advisors
Illinois
– -$218K -4,788 Closed
AIM
465
Aigen Investment Management
New York
– -$209K -4,600 Closed
SCM
466
Shelton Capital Management
Colorado
– -$206K -4,532 Closed
CFM
467
Catalyst Funds Management
Australia
– -$123K -2,700 Closed
Canada Pension Plan Investment Board
468
Canada Pension Plan Investment Board
Ontario, Canada
– -$118K -2,600 Closed
PH
469
Pinnacle Holdings
Oklahoma
– -$28.4K -625 Closed
CA
470
Centerpoint Advisors
Massachusetts
– -$20K -443 Closed
CIAS
471
CBIZ Investment Advisory Services
Ohio
– -$18K -396 Closed
Belvedere Trading
472
Belvedere Trading
Illinois
– -$17.7K -390 Closed
SWS
473
SYSTM Wealth Solutions
Illinois
– -$16.7K -367 Closed
FIM
474
Fernwood Investment Management
Massachusetts
– -$12.2K -269 Closed
ACA
475
Atlas Capital Advisors
Wyoming
– -$10.9K -240 Closed
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