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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 %
GG
176
Greenwood Gearhart
Arkansas
$1.29M +$58.5K +1,360 +5%
LSERS
177
Louisiana State Employees Retirement System
Louisiana
$1.26M -$25.8K -600 -2%
SCM
178
Semanteon Capital Management
Massachusetts
$1.22M -$30.1K -699 -2%
SA
179
Sanctuary Advisors
Indiana
$1.16M -$392K -7,943 -25%
Stifel Financial
180
Stifel Financial
Missouri
$1.11M +$130K +3,033 +13%
CCIA
181
Campbell & Co Investment Adviser
Maryland
$1.1M -$97.6K -2,270 -8%
PD
182
Point72 (DIFC)
United Arab Emirates
$1.08M +$1.08M +25,236 New
SOMRS
183
State of Michigan Retirement System
Michigan
$1.08M -$17.2K -400 -2%
Zurich Cantonal Bank
184
Zurich Cantonal Bank
Switzerland
$1.06M – – –
CAM
185
ClariVest Asset Management
California
$1.03M – – –
Corient Private Wealth
186
Corient Private Wealth
Florida
$1.03M +$4.73K +110 +0.5%
KLCM
187
KG&L Capital Management
Louisiana
$1.02M -$859 -20 -0.1%
Teacher Retirement System of Texas
188
Teacher Retirement System of Texas
Texas
$1.01M -$166K -3,856 -14%
NMIMC
189
Northwestern Mutual Investment Management Company
Wisconsin
$1.01M -$5.76K -134 -0.6%
COPPSERS
190
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1,000K -$5.25K -122 -0.5%
Pathstone Holdings
191
Pathstone Holdings
New Jersey
$998K -$14.4K -336 -1%
CB
192
Commerce Bank
Missouri
$994K -$18.7K -435 -2%
WAM
193
Wolverine Asset Management
Illinois
$988K +$988K +22,987 New
NMERB
194
New Mexico Educational Retirement Board
New Mexico
$967K – – –
Cambridge Investment Research Advisors
195
Cambridge Investment Research Advisors
Iowa
$947K +$35.5K +825 +4%
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$944K +$525K +12,207 +125%
SB
197
Simmons Bank
Arkansas
$927K -$611K -14,216 -40%
HA
198
Harbor Advisors
Florida
$922K – – –
MML Investors Services
199
MML Investors Services
Massachusetts
$922K +$47.5K +1,105 +5%
OPERF
200
Oregon Public Employees Retirement Fund
Oregon
$922K -$21.5K -500 -2%
6 7
8
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