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Bank OZK
OZK

Overview Fund Activity

417 hedge funds and large institutions have $4.9B invested in Bank OZK in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 140 increasing their positions, 155 reducing their positions, and 25 closing their positions.

Holders
417
Holders Change
+36
Holders Change %
+9.45%
% of All Funds
6.11%
Holding in Top 10
9
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+350%
% of All Funds
0.13%
New
69
Increased
140
Reduced
155
Closed
25
Calls
$57.5M
Puts
$261M
Net Calls
-$203M
Net Calls Change
-$43.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$99M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$599M
3
Citadel Advisors
3
Citadel Advisors
Florida
$35.3M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$94.6M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$34.1M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$11.2M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$243M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
State Street
4
State Street
Massachusetts
$338M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$74.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
101
Franklin Resources
California
$3.64M 73,041 -43,105 -37%
ZCM
102
Ziegler Capital Management
Illinois
$3.64M 73,037 -71,512 -49%
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$3.62M 72,587 +2,667 +4%
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$3.54M 71,071 -219,952 -76%
ECM
105
ExodusPoint Capital Management
New York
$3.37M 67,700 +8,144 +14%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$3.34M 65,960 +9,948 +18%
LCWP
107
Legacy Capital Wealth Partners
Arkansas
$3.27M 65,600 +12 +0%
MOACM
108
Mutual of America Capital Management
New York
$3.24M 65,118 -3,385 -5%
Stifel Financial
109
Stifel Financial
Missouri
$3.18M 63,889 +4,435 +7%
MCM
110
MAI Capital Management
Ohio
$3.13M 62,734 -2,434 -4%
State of New Jersey Common Pension Fund D
111
State of New Jersey Common Pension Fund D
New Jersey
$3.12M 62,522 – –
QT
112
Quantbot Technologies
New York
$3.05M 61,279 +5,572 +10%
CAM
113
Congress Asset Management
Massachusetts
$3.05M 61,228 +186 +0.3%
MIM
114
MetLife Investment Management
New Jersey
$2.96M 59,352 -1,004 -2%
T. Rowe Price Associates
115
T. Rowe Price Associates
Maryland
$2.95M 59,143 +1,669 +3%
APF
116
Alaska Permanent Fund
Alaska
$2.86M 57,381 -1,319 -2%
OAM
117
Oppenheimer Asset Management
New York
$2.82M 56,669 +2,305 +4%
Mitsubishi UFJ Trust & Banking
118
Mitsubishi UFJ Trust & Banking
Japan
$2.75M 55,225 +7,475 +16%
Janus Henderson Group
119
Janus Henderson Group
United Kingdom
$2.69M 53,945 -85 -0.2%
Wealth Enhancement Advisory Services
120
Wealth Enhancement Advisory Services
Minnesota
$2.69M 53,888 -223 -0.4%
PP
121
Prudential plc
United Kingdom
$2.62M 52,644 -58,358 -53%
Two Sigma Investments
122
Two Sigma Investments
New York
$2.57M 51,579 -237,097 -82%
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.56M 51,343 +673 +1%
FCM
124
Fairholme Capital Management
Florida
$2.55M 51,200 -96,300 -65%
Bank of Nova Scotia
125
Bank of Nova Scotia
Ontario, Canada
$2.53M 50,904 -4,806 -9%
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5
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