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Bank OZK
OZK

Overview Fund Activity

351 hedge funds and large institutions have $4.36B invested in Bank OZK in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 93 increasing their positions, 142 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+41
Holders Change %
+13.23%
% of All Funds
6.18%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.11%
New
63
Increased
93
Reduced
142
Closed
20
Calls
$11M
Puts
$19M
Net Calls
-$8.01M
Net Calls Change
-$14.1M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$335M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$482M
3
BlackRock
3
BlackRock
New York
$448M
4
AAMU
4
AEGON Asset Management (UK)
United Kingdom
$14.6M
5
DCM
5
Driehaus Capital Management
Illinois
$17M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$92.2M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$135M
3
Millennium Management
3
Millennium Management
New York
$11.5M
4
EIP
4
Epoch Investment Partners
New York
$94.5M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
26
Kennedy Capital Management
Missouri
$20.3M -$793K -19,402 -4%
First Trust Advisors
27
First Trust Advisors
Illinois
$19.3M -$2.06M -50,326 -10%
CWM
28
Cabot Wealth Management
Massachusetts
$19.1M +$1.15M +28,197 +6%
ProShare Advisors
29
ProShare Advisors
Maryland
$19M -$6.44M -157,574 -25%
GLA
30
Great Lakes Advisors
Illinois
$19M -$692K -16,947 -4%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$18.3M +$2.72M +66,586 +17%
PPA
32
Parametric Portfolio Associates
Washington
$17.4M +$409K +10,012 +2%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$17.1M +$137K +3,361 +0.8%
Invesco
34
Invesco
Georgia
$17M -$14.3M -351,217 -46%
DCM
35
Driehaus Capital Management
Illinois
$17M +$9.48M +232,000 +127%
ZCM
36
Ziegler Capital Management
Illinois
$16.6M +$105K +2,572 +0.6%
OSAM
37
O'Shaughnessy Asset Management
Connecticut
$16.3M -$742K -18,184 -4%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$16.2M -$593K -14,527 -4%
Retirement Systems of Alabama
39
Retirement Systems of Alabama
Alabama
$16.2M +$1.14M +27,914 +8%
Ameriprise
40
Ameriprise
Minnesota
$16M -$1.39M -33,941 -8%
RJA
41
Raymond James & Associates
Florida
$15.7M -$2.28M -55,781 -13%
Goldman Sachs
42
Goldman Sachs
New York
$15.5M +$7.01M +171,677 +83%
AAMU
43
AEGON Asset Management (UK)
United Kingdom
$14.6M +$14.6M +358,583 New
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$14.1M +$40.4K +990 +0.3%
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$14.1M +$534K +13,081 +4%
Morgan Stanley
46
Morgan Stanley
New York
$13.6M +$2.87M +70,226 +27%
SEI Investments
47
SEI Investments
Pennsylvania
$12.6M +$3.95M +99,586 +46%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$12.5M +$260K +6,361 +2%
SI
49
Sapience Investments
California
$11.8M +$1.09M +26,770 +10%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$11.6M +$8.86M +216,953 +323%
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