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Bank OZK
OZK

Overview Fund Activity

423 hedge funds and large institutions have $4.52B invested in Bank OZK in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 151 increasing their positions, 145 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+6
Holders Change %
+1.44%
% of All Funds
6.13%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
58
Increased
151
Reduced
145
Closed
50
Calls
$56.2M
Puts
$70.4M
Net Calls
-$14.1M
Net Calls Change
+$189M

Top Buyers

1
GC
1
Giverny Capital
Quebec, Canada
$53M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$68.7M
3
Charles Schwab
3
Charles Schwab
California
$172M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$27.5M
5
American Century Companies
5
American Century Companies
Missouri
$61.2M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$160M
2
WCM
2
Wedge Capital Management
North Carolina
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$55.4M
4
WA
4
Wasatch Advisors
Utah
$295M
5
Citadel Advisors
5
Citadel Advisors
Florida
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$32.8M +$1.49M +32,813 +5%
Bank of America
27
Bank of America
North Carolina
$30.3M -$798K -17,559 -3%
RJA
28
Raymond James & Associates
Florida
$28M +$5.82M +128,101 +26%
ProShare Advisors
29
ProShare Advisors
Maryland
$27.8M -$9.68M -212,885 -26%
AQR Capital Management
30
AQR Capital Management
Connecticut
$27.5M +$23.1M +507,787 +517%
Invesco
31
Invesco
Georgia
$26.5M +$7.44M +163,559 +39%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$24.7M -$2.01M -44,308 -8%
ClearBridge Investments
33
ClearBridge Investments
New York
$22M -$1.14M -25,110 -5%
KCM
34
Kennedy Capital Management
Missouri
$21.8M -$555K -12,206 -2%
LSV Asset Management
35
LSV Asset Management
Illinois
$21.5M +$18.2K +400 +0.1%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$21.2M +$18M +395,834 +557%
Millennium Management
37
Millennium Management
New York
$20.9M +$10.7M +236,230 +105%
GLA
38
Great Lakes Advisors
Illinois
$19.5M -$3.4M -74,804 -15%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$17.5M -$1.3M -28,494 -7%
Goldman Sachs
40
Goldman Sachs
New York
$17.1M +$695K +15,291 +4%
Renaissance Technologies
41
Renaissance Technologies
New York
$16.8M +$11.5M +253,100 +216%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$16.4M +$2.16M +47,609 +15%
RHJA
43
Rice Hall James & Associates
California
$15.7M -$646K -14,211 -4%
LPL Financial
44
LPL Financial
California
$15.3M +$217K +4,765 +1%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$15.1M +$10.2M +224,149 +206%
FCM
46
Fairholme Capital Management
Florida
$14.8M +$12.4M +273,300 +534%
Barclays
47
Barclays
United Kingdom
$14.2M +$1.44M +31,678 +11%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$14M -$674K -14,818 -5%
SEI Investments
49
SEI Investments
Pennsylvania
$13.9M -$1.01M -22,117 -7%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$13.7M -$97.2K -2,138 -0.7%
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