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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 Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
126
Bank of Nova Scotia
Ontario, Canada
$2.06M -$9.96M -268,647 -83%
TCM
127
Teza Capital Management
Illinois
$2.03M +$435K +11,729 +27%
OAM
128
Oppenheimer Asset Management
New York
$2.02M +$22.5K +607 +1%
Wealth Enhancement Advisory Services
129
Wealth Enhancement Advisory Services
Minnesota
$2.01M +$2.01M +54,111 New
Janus Henderson Group
130
Janus Henderson Group
United Kingdom
$2M -$1.45K -39 -0.1%
Two Sigma Advisers
131
Two Sigma Advisers
New York
$1.92M +$1.92M +51,800 New
Man Group
132
Man Group
United Kingdom
$1.9M – – –
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.88M -$222K -5,994 -11%
JPMPWA
134
J.P. Morgan Private Wealth Advisors
California
$1.81M -$29.2K -789 -2%
YCM
135
Yousif Capital Management
Michigan
$1.81M -$151K -4,080 -8%
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$1.79M +$7.04K +190 +0.4%
Mitsubishi UFJ Trust & Banking
137
Mitsubishi UFJ Trust & Banking
Japan
$1.77M +$814K +21,965 +85%
M&T Bank
138
M&T Bank
New York
$1.71M +$16.3K +441 +1%
SB
139
Simmons Bank
Arkansas
$1.64M -$29K -783 -2%
Osaic Holdings
140
Osaic Holdings
Arizona
$1.62M +$396K +10,673 +32%
RJFSA
141
Raymond James Financial Services Advisors
Florida
$1.6M -$448K -12,080 -22%
Deutsche Bank
142
Deutsche Bank
Germany
$1.54M -$155K -4,193 -9%
NW
143
Naviter Wealth
Arkansas
$1.54M – – –
Bessemer Group
144
Bessemer Group
New Jersey
$1.53M +$37 +1 +0%
D.E. Shaw & Co
145
D.E. Shaw & Co
New York
$1.48M +$1.48M +39,927 New
TRSOTSOK
146
Teachers Retirement System of the State of Kentucky
Kentucky
$1.42M +$660K +17,808 +87%
PCM
147
Palisade Capital Management
New Jersey
$1.39M +$302K +8,139 +28%
Neuberger Berman Group
148
Neuberger Berman Group
New York
$1.38M +$269K +7,244 +24%
CCM
149
Coldstream Capital Management
Washington
$1.36M +$2.89K +78 +0.2%
FDCDDQ
150
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.36M -$106K -2,861 -7%
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6
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