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Bank OZK
OZK

Overview Fund Activity

381 hedge funds and large institutions have $3.77B invested in Bank OZK in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 125 increasing their positions, 141 reducing their positions, and 32 closing their positions.

Holders
381
Holders Change
+21
Holders Change %
+5.83%
% of All Funds
6.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
55
Increased
125
Reduced
141
Closed
32
Calls
$61.7M
Puts
$221M
Net Calls
-$159M
Net Calls Change
+$43.4M

Top Buyers

1
JAM
1
Jupiter Asset Management
United Kingdom
$40.2M
2
VRS
2
Virginia Retirement Systems
Virginia
$31.3M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$22.7M
4
HF
4
HRT Financial
New York
$15.4M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$69M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.65M
2
State Street
2
State Street
Massachusetts
$266M
3
Jane Street
3
Jane Street
New York
$3.53M
4
WA
4
Wasatch Advisors
Utah
$269M
5
Morgan Stanley
5
Morgan Stanley
New York
$33.9M
Name Market Value Shares Shares
Change 		Shares
Change %
ProShare Advisors
26
ProShare Advisors
Maryland
$30.1M 811,555 -105,280 -11%
American Century Companies
27
American Century Companies
Missouri
$26.6M 716,297 +178,620 +33%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$24.4M 659,093 +53,897 +9%
Balyasny Asset Management
29
Balyasny Asset Management
Illinois
$22.7M 611,038 +604,151 +8,772%
SSA
30
Schonfeld Strategic Advisors
New York
$22.4M 605,606 +280,392 +86%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$21.8M 588,568 -4,131 -0.7%
Bank of America
32
Bank of America
North Carolina
$19.8M 534,533 -12,847 -2%
GLA
33
Great Lakes Advisors
Illinois
$19M 513,005 +28,679 +6%
RJA
34
Raymond James & Associates
Florida
$18.9M 509,588 -8,370 -2%
ClearBridge Investments
35
ClearBridge Investments
New York
$18.8M 506,298 +61,235 +14%
KCM
36
Kennedy Capital Management
Missouri
$18.7M 503,343 -77,285 -13%
AllianceBernstein
37
AllianceBernstein
Tennessee
$17.2M 463,107 -166,540 -26%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$17M 457,884 -22,684 -5%
CWM
39
Cabot Wealth Management
Massachusetts
$16.1M 435,197 +2,824 +0.7%
HF
40
HRT Financial
New York
$15.4M 414,750 +414,750 New
Invesco
41
Invesco
Georgia
$15.3M 413,681 +38,965 +10%
Barclays
42
Barclays
United Kingdom
$14.6M 394,568 +51,113 +15%
RHJA
43
Rice Hall James & Associates
California
$13.4M 362,563 -8,653 -2%
CI Investments Inc
44
CI Investments Inc
Ontario, Canada
$13.3M 359,632 -35,113 -9%
Retirement Systems of Alabama
45
Retirement Systems of Alabama
Alabama
$12.8M 344,585 -7,528 -2%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$12.8M 343,946 -9,361 -3%
LPL Financial
47
LPL Financial
California
$11.9M 321,007 +10,400 +3%
Wells Fargo
48
Wells Fargo
California
$11.8M 318,018 -7,312 -2%
SEI Investments
49
SEI Investments
Pennsylvania
$11.7M 316,064 -11,708 -4%
LSV Asset Management
50
LSV Asset Management
Illinois
$11.5M 310,340 -13,700 -4%
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