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Bank OZK
OZK

Overview Fund Activity

432 hedge funds and large institutions have $4.47B invested in Bank OZK in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 165 increasing their positions, 162 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
6.25%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
51
Increased
165
Reduced
162
Closed
46
Calls
$84.4M
Puts
$71.3M
Net Calls
+$13M
Net Calls Change
+$28.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$182M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$73M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$43.4M
4
SM
Senvest Management
New York
$22.3M
5
State Street
State Street
Massachusetts
$306M

Top Sellers

1
JAM
Jupiter Asset Management
United Kingdom
$14.4M
2
Newport Trust Company
Newport Trust Company
District of Columbia
$28.1M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$20.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
$494M
5
Millennium Management
Millennium Management
New York
$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
126
Congress Asset Management
Massachusetts
$2.56M -$19.3K -450 -0.7%
TCM
127
Teza Capital Management
Illinois
$2.55M -$895K -20,826 -26%
JF
128
Jump Financial
Illinois
$2.53M -$956K -22,244 -27%
A
129
AlphaQuest
New York
$2.53M +$2.47M +57,439 +4,174%
MOACM
130
Mutual of America Capital Management
New York
$2.45M -$145K -3,371 -6%
NICM
131
Neo Ivy Capital Management
New York
$2.42M -$1.47M -34,094 -38%
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$2.4M +$294K +6,846 +14%
RJFSA
133
Raymond James Financial Services Advisors
Florida
$2.38M +$322K +7,497 +16%
MIM
134
MetLife Investment Management
New Jersey
$2.35M -$43.5K -1,013 -2%
New York State Common Retirement Fund
135
New York State Common Retirement Fund
New York
$2.29M -$651K -15,152 -22%
Cerity Partners
136
Cerity Partners
New York
$2.22M +$1.18M +27,409 +113%
NW
137
Naviter Wealth
Arkansas
$2.21M – – –
QEI
138
QSV Equity Investors
Illinois
$2.21M +$224K +5,215 +11%
AB
139
Amalgamated Bank
New York
$2.17M -$685K -15,939 -24%
Massachusetts Financial Services
140
Massachusetts Financial Services
Massachusetts
$2.15M -$52K -1,210 -2%
Allspring Global Investments
141
Allspring Global Investments
North Carolina
$2.04M -$3.58M -83,356 -64%
SI
142
Sapience Investments
California
$2.02M -$6.02K -140 -0.3%
SC
143
Savant Capital
Illinois
$2M +$189K +4,396 +10%
State of New Jersey Common Pension Fund D
144
State of New Jersey Common Pension Fund D
New Jersey
$1.98M +$60.1K +1,398 +3%
CCMINC
145
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.97M +$197K +4,579 +11%
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$1.96M -$610K -14,519 -24%
Janus Henderson Group
147
Janus Henderson Group
United Kingdom
$1.96M -$340K -7,900 -15%
GCP
148
GSA Capital Partners
United Kingdom
$1.91M +$583K +13,569 +44%
OAM
149
Oppenheimer Asset Management
New York
$1.89M -$218K -5,079 -10%
DLP
150
De Lisle Partners
United Kingdom
$1.89M +$516K +12,000 +38%
4 5
6
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