OZK icon

Bank OZK
OZK

Overview Fund Activity

430 hedge funds and large institutions have $4.1B invested in Bank OZK in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 153 increasing their positions, 156 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+7
Holders Change %
+1.65%
% of All Funds
6.26%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
68
Increased
153
Reduced
156
Closed
50
Calls
$70.6M
Puts
$86M
Net Calls
-$15.5M
Net Calls Change
-$1.32M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$95.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$130M
3
Millennium Management
3
Millennium Management
New York
$56M
4
Victory Capital Management
4
Victory Capital Management
Texas
$40.2M
5
WRBC
5
W.R. Berkley Corp
Connecticut
$24.6M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$39.3M
2
CCM
2
Copeland Capital Management
Pennsylvania
$355K
3
Principal Financial Group
3
Principal Financial Group
Iowa
$14.6M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$12.2M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
126
Congress Asset Management
Massachusetts
$2.46M -$75.6K -1,843 -3%
Parallax Volatility Advisers
127
Parallax Volatility Advisers
California
$2.42M +$2.42M +58,979 New
Holocene Advisors
128
Holocene Advisors
New York
$2.41M +$1.2M +29,150 +98%
WG
129
Watchman Group
Texas
$2.37M +$2.37M +57,876 New
Bank of Nova Scotia
130
Bank of Nova Scotia
Ontario, Canada
$2.31M +$462K +11,275 +25%
Mirae Asset Global Investments
131
Mirae Asset Global Investments
South Korea
$2.29M +$794K +19,891 +53%
MIM
132
MetLife Investment Management
New Jersey
$2.28M -$92.8K -2,264 -4%
TRCT
133
Tower Research Capital (TRC)
New York
$2.23M +$2.06M +50,324 +1,223%
Janus Henderson Group
134
Janus Henderson Group
United Kingdom
$2.19M -$22.9K -559 -1%
EIP
135
Epoch Investment Partners
New York
$2.11M -$6.7M -163,492 -76%
NW
136
Naviter Wealth
Arkansas
$2.11M – – –
Massachusetts Financial Services
137
Massachusetts Financial Services
Massachusetts
$2.1M +$2.1M +51,142 New
Squarepoint
138
Squarepoint
New York
$2.07M -$1.81M -44,234 -47%
OAM
139
Oppenheimer Asset Management
New York
$2.01M +$653K +15,936 +48%
Wealth Enhancement Advisory Services
140
Wealth Enhancement Advisory Services
Minnesota
$2.01M -$187K -4,566 -9%
Comerica Bank
141
Comerica Bank
Texas
$1.96M -$527K -12,845 -21%
RJFSA
142
Raymond James Financial Services Advisors
Florida
$1.96M +$971K +23,682 +98%
SI
143
Sapience Investments
California
$1.93M -$568K -13,864 -23%
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.93M -$15.3K -372 -0.8%
QEI
145
QSV Equity Investors
Illinois
$1.89M +$169K +4,113 +10%
GCM
146
Graham Capital Management
Connecticut
$1.86M +$1.53M +37,343 +466%
VanEck Associates
147
VanEck Associates
New York
$1.84M +$221K +5,381 +14%
State of New Jersey Common Pension Fund D
148
State of New Jersey Common Pension Fund D
New Jersey
$1.83M -$878K -21,426 -32%
YCM
149
Yousif Capital Management
Michigan
$1.81M -$149K -3,623 -8%
SC
150
Savant Capital
Illinois
$1.72M +$1.72M +42,061 New
4 5
6
7 8