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Bank OZK
OZK

Overview Fund Activity

423 hedge funds and large institutions have $4.52B invested in Bank OZK in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 151 increasing their positions, 145 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+6
Holders Change %
+1.44%
% of All Funds
6.13%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
58
Increased
151
Reduced
145
Closed
50
Calls
$56.2M
Puts
$70.4M
Net Calls
-$14.1M
Net Calls Change
+$189M

Top Buyers

1
GC
Giverny Capital
Quebec, Canada
$53M
2
AllianceBernstein
AllianceBernstein
Tennessee
$68.7M
3
Charles Schwab
Charles Schwab
California
$172M
4
AQR Capital Management
AQR Capital Management
Connecticut
$27.5M
5
American Century Companies
American Century Companies
Missouri
$61.2M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$160M
2
WCM
Wedge Capital Management
North Carolina
$0
3
Morgan Stanley
Morgan Stanley
New York
$55.4M
4
WA
Wasatch Advisors
Utah
$295M
5
Citadel Advisors
Citadel Advisors
Florida
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
176
Cetera Investment Advisers
Illinois
$1.07M +$1.07M +23,528 New
NMIMC
177
Northwestern Mutual Investment Management Company
Wisconsin
$1.07M +$2.73K +60 +0.3%
COPPSERS
178
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.06M +$2.64K +58 +0.2%
Verition Fund Management
179
Verition Fund Management
Connecticut
$1.05M +$518K +11,384 +97%
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$1.04M -$89.5K -1,969 -8%
CB
181
Commerce Bank
Missouri
$1.04M +$45.9K +1,010 +5%
NMERB
182
New Mexico Educational Retirement Board
New Mexico
$1.02M – – –
Truist Financial
183
Truist Financial
North Carolina
$1.02M -$318K -6,992 -24%
BCM
184
BTC Capital Management
Iowa
$998K +$998K +21,945 New
VI
185
Versor Investments
New York
$977K – – –
MML Investors Services
186
MML Investors Services
Massachusetts
$977K +$110K +2,423 +13%
HA
187
Harbor Advisors
Florida
$975K – – –
GIM
188
Groesbeck Investment Management
New Jersey
$968K +$968K +21,288 New
Cambridge Investment Research Advisors
189
Cambridge Investment Research Advisors
Iowa
$967K -$22.3K -490 -2%
CC
190
Centiva Capital
New York
$966K -$140K -3,069 -13%
Lazard Asset Management
191
Lazard Asset Management
New York
$952K -$969K -21,358 -50%
Handelsbanken Fonder
192
Handelsbanken Fonder
Sweden
$947K – – –
BC
193
Burney Company
Virginia
$941K – – –
CQS
194
Credential Qtrade Securities
$939K -$89.4K -1,967 -9%
HSBC Holdings
195
HSBC Holdings
United Kingdom
$928K -$572K -12,578 -38%
Prudential Financial
196
Prudential Financial
New Jersey
$923K -$166K -3,655 -15%
VF
197
Vest Financial
Virginia
$880K +$665K +14,632 +310%
N
198
Natixis
France
$868K +$868K +19,100 New
SEC
199
Seven Eight Capital
New York
$863K +$863K +18,985 New
FPGT
200
Financial Partners Group (Tennessee)
Tennessee
$855K -$46.4K -1,021 -5%
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