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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 %
PWG
451
Private Wealth Group
Florida
– -$309K -7,529 Closed
RAM
452
Readystate Asset Management
Illinois
– -$290K -7,071 Closed
ACP
453
Arcus Capital Partners
Georgia
– -$281K -6,845 Closed
WG
454
Winton Group
United Kingdom
– -$271K -6,600 Closed
PCM
455
Prelude Capital Management
New York
– -$266K -6,488 Closed
SP
456
Symmetry Partners
Connecticut
– -$262K -6,390 Closed
BHCM
457
Brevan Howard Capital Management
Jersey
– -$253K -6,180 Closed
OR
458
Olympiad Research
Connecticut
– -$231K -5,641 Closed
PI
459
PEAK6 Investments
Illinois
– -$231K -5,635 Closed
HT
460
Headlands Technologies
Illinois
– -$214K -5,215 Closed
VA
461
Vident Advisory
Georgia
– -$211K -5,142 Closed
LIP
462
Lighthouse Investment Partners
Florida
– -$210K -5,115 Closed
PCM
463
Palouse Capital Management
Washington
– -$153K -3,720 Closed
EC
464
EntryPoint Capital
New York
– -$105K -2,564 Closed
EMFAT
465
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$94.9K -2,315 Closed
GI
466
Gradient Investments
Minnesota
– -$57.5K -1,401 Closed
IC
467
Innealta Capital
Texas
– -$46.5K -1,134 Closed
AWM
468
Avior Wealth Management
Nebraska
– -$41K -1,000 Closed
AGWCA
469
Annis Gardner Whiting Capital Advisors
Florida
– -$37.8K -922 Closed
BBHC
470
Brown Brothers Harriman & Co
New York
– -$29.2K -711 Closed
Asset Management One
471
Asset Management One
Japan
– -$22.7K -554 Closed
OWA
472
Opal Wealth Advisors
New York
– -$17.3K -421 Closed
MTIC
473
Missouri Trust & Investment Company
Missouri
– -$3.16K -77 Closed
ATPW
474
Ashton Thomas Private Wealth
Arizona
– -$2.95K -72 Closed
SRCM
475
Signature Resources Capital Management
California
– -$2.62K -64 Closed
16 17 18
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