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Bank OZK
OZK

Overview Fund Activity

464 hedge funds and large institutions have $4.67B invested in Bank OZK in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 177 increasing their positions, 150 reducing their positions, and 39 closing their positions.

Holders
464
Holders Change
+32
Holders Change %
+7.41%
% of All Funds
6.18%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
78
Increased
177
Reduced
150
Closed
39
Calls
$59.3M
Puts
$95.2M
Net Calls
-$35.8M
Net Calls Change
-$48.9M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$316M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$131M
3
Citadel Advisors
3
Citadel Advisors
Florida
$44.6M
4
State Street
4
State Street
Massachusetts
$334M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$125M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$133M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$22.7M
3
CSS
3
Cubist Systematic Strategies
Connecticut
$1.89M
4
Bank of America
4
Bank of America
North Carolina
$7.79M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$29.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$32.5M 729,362 -127,971 -15%
Diamond Hill Capital Management
27
Diamond Hill Capital Management
Ohio
$29.8M 669,074 -346,005 -34%
Two Sigma Investments
28
Two Sigma Investments
New York
$29.7M 666,594 -296,806 -31%
Newport Trust Company
29
Newport Trust Company
District of Columbia
$29.1M 652,841 -1,595 -0.2%
FCM
30
Fairholme Capital Management
Florida
$28.7M 643,402 -9,700 -1%
SM
31
Senvest Management
New York
$28.5M 639,059 +120,200 +23%
Invesco
32
Invesco
Georgia
$25.5M 573,572 +34,240 +6%
Renaissance Technologies
33
Renaissance Technologies
New York
$24.2M 543,097 +3,000 +0.6%
SEI Investments
34
SEI Investments
Pennsylvania
$23.7M 533,166 +103,556 +24%
ClearBridge Investments
35
ClearBridge Investments
New York
$23.1M 518,112 -465 -0.1%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$22.7M 509,888 -604,577 -54%
KCM
37
Kennedy Capital Management
Missouri
$22.6M 507,974 -11,702 -2%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$22.4M 503,367 +6,053 +1%
WRBC
39
W.R. Berkley Corp
Connecticut
$22.3M 500,800 -100,000 -17%
LSV Asset Management
40
LSV Asset Management
Illinois
$22.3M 500,640 +3,800 +0.8%
Fuller & Thaler Asset Management
41
Fuller & Thaler Asset Management
California
$21.7M 486,428 -667 -0.1%
Citigroup
42
Citigroup
New York
$18.6M 416,721 +125,934 +43%
LPL Financial
43
LPL Financial
California
$16.1M 362,195 +16,732 +5%
UBS Group
44
UBS Group
Switzerland
$15.7M 352,880 +99,988 +40%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$15.2M 342,417 +5,538 +2%
UBS AM
46
UBS AM
Illinois
$14.4M 323,073 +24,851 +8%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$14.3M 321,758 +9,892 +3%
Raymond James Financial
48
Raymond James Financial
Florida
$14.1M 316,120 +316,120 New
Jane Street
49
Jane Street
New York
$13.9M 313,226 +201,505 +180%
AG
50
Algert Global
California
$13.8M 309,388 +24,837 +9%
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