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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
SOMRS
176
State of Michigan Retirement System
Michigan
$1.26M +$4.98K +100 +0.4%
CAM
177
ClariVest Asset Management
California
$1.25M -$220K -4,416 -15%
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$1.24M +$67.7K +1,358 +6%
CC
179
Centiva Capital
New York
$1.21M +$629K +12,622 +108%
Victory Capital Management
180
Victory Capital Management
Texas
$1.2M +$145K +2,913 +14%
Prudential Financial
181
Prudential Financial
New Jersey
$1.19M +$486K +9,743 +68%
Pathstone Holdings
182
Pathstone Holdings
New Jersey
$1.18M +$1.18M +23,666 New
NMIMC
183
Northwestern Mutual Investment Management Company
Wisconsin
$1.17M +$3.54K +71 +0.3%
COPPSERS
184
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.16M +$95.1K +1,909 +9%
CAM
185
Cresset Asset Management
Illinois
$1.15M -$38.4K -770 -3%
CQS
186
Credential Qtrade Securities
$1.13M -$69.5K -1,395 -6%
IFS
187
Ifrah Financial Services
Arkansas
$1.12M – – –
NMERB
188
New Mexico Educational Retirement Board
New Mexico
$1.12M – – –
CB
189
Commerce Bank
Missouri
$1.09M +$452K +9,065 +71%
Cambridge Investment Research Advisors
190
Cambridge Investment Research Advisors
Iowa
$1.08M +$13.3K +266 +1%
VI
191
Versor Investments
New York
$1.07M +$74.7K +1,500 +8%
HA
192
Harbor Advisors
Florida
$1.07M – – –
Handelsbanken Fonder
193
Handelsbanken Fonder
Sweden
$1.04M – – –
CCIA
194
Campbell & Co Investment Adviser
Maryland
$1.03M +$312K +6,258 +43%
BC
195
Burney Company
Virginia
$1.03M – – –
TD Asset Management
196
TD Asset Management
Ontario, Canada
$1.02M -$1.55K -31 -0.2%
OTPPB
197
Ontario Teachers' Pension Plan Board
Ontario, Canada
$996K -$382K -7,663 -28%
FPGT
198
Financial Partners Group (Tennessee)
Tennessee
$988K +$19K +382 +2%
BNP Paribas Financial Markets
199
BNP Paribas Financial Markets
France
$979K -$2.13M -42,694 -68%
MML Investors Services
200
MML Investors Services
Massachusetts
$950K +$548K +10,987 +136%
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8
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