OZK icon

Bank OZK
OZK

Overview Fund Activity

372 hedge funds and large institutions have $5.43B invested in Bank OZK in 2017 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 130 increasing their positions, 120 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+41
Holders Change %
+12.39%
% of All Funds
8.45%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
65
Increased
130
Reduced
120
Closed
22
Calls
$11.7M
Puts
$8.29M
Net Calls
+$3.44M
Net Calls Change
+$11M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$327M
2
Millennium Management
2
Millennium Management
New York
$43.6M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$150M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$536M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$20M

Top Sellers

1
ZCI
1
Zevenbergen Capital Investments
Washington
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$1M
3
NFA
3
Nationwide Fund Advisors
Ohio
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$0
5
State Street
5
State Street
Massachusetts
$299M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAC
26
Dividend Assets Capital
South Carolina
$45M -$1.04M -21,386 -2%
Northern Trust
27
Northern Trust
Illinois
$44.8M -$2.37M -48,956 -5%
Millennium Management
28
Millennium Management
New York
$43.6M +$40.7M +840,513 +1,411%
HIM
29
Hermes Investment Management
United Kingdom
$42.6M +$1.8M +37,221 +4%
ClearBridge Investments
30
ClearBridge Investments
New York
$38.3M -$919K -18,962 -2%
RJA
31
Raymond James & Associates
Florida
$38.2M -$9.47M -195,438 -20%
Invesco
32
Invesco
Georgia
$34.6M -$6.05M -124,924 -15%
CCM
33
Copeland Capital Management
Pennsylvania
$33.9M -$5.21M -107,598 -13%
FWIA
34
Fort Washington Investment Advisors
Ohio
$33.3M +$16.6M +342,811 +100%
Wells Fargo
35
Wells Fargo
California
$33.1M +$1.51M +31,173 +5%
First Trust Advisors
36
First Trust Advisors
Illinois
$30.7M +$3.04M +62,702 +11%
Norges Bank
37
Norges Bank
Norway
$30.7M – – –
RHJA
38
Rice Hall James & Associates
California
$29.9M +$6.72M +138,797 +29%
Charles Schwab
39
Charles Schwab
California
$29.8M +$1.82M +37,590 +7%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$28.6M +$5.93M +122,333 +26%
Massachusetts Financial Services
41
Massachusetts Financial Services
Massachusetts
$28.4M +$324K +6,689 +1%
Morgan Stanley
42
Morgan Stanley
New York
$28.3M +$7.59M +156,636 +37%
Deutsche Bank
43
Deutsche Bank
Germany
$26.8M +$13.5M +278,378 +101%
EAM
44
Eagle Asset Management
Florida
$25.6M -$3.22M -66,418 -11%
EA
45
Emerald Advisers
Pennsylvania
$25.4M -$2.57M -52,991 -9%
SAM
46
Silvercrest Asset Management
New York
$24.6M +$672K +13,878 +3%
SFM
47
Systematic Financial Management
New Jersey
$23.6M -$1.86M -38,353 -7%
Nordea Investment Management
48
Nordea Investment Management
Sweden
$22.7M -$3.25M -67,007 -13%
Fiera Capital (Canada)
49
Fiera Capital (Canada)
Quebec, Canada
$22.5M -$899K -18,553 -4%
NPIC
50
Neumeier Poma Investment Counsel
California
$21.3M -$4.16M -85,770 -16%
1
2
3 4 5