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Bank OZK
OZK

Overview Fund Activity

356 hedge funds and large institutions have $4.69B invested in Bank OZK in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 109 increasing their positions, 151 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+5
Holders Change %
+1.42%
% of All Funds
5.5%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
48
Increased
109
Reduced
151
Closed
36
Calls
$9.36M
Puts
$10.1M
Net Calls
-$748K
Net Calls Change
+$2.82M

Top Buyers

1
CI Investments Inc
CI Investments Inc
Ontario, Canada
$30.2M
2
First Trust Advisors
First Trust Advisors
Illinois
$24M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$17.5M
4
Goldman Sachs
Goldman Sachs
New York
$21.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
$609M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$17.1M
2
Millennium Management
Millennium Management
New York
$11.5M
3
State Street
State Street
Massachusetts
$488M
4
DAM
Davis Asset Management
California
$24.8M
5
SSA
Schonfeld Strategic Advisors
New York
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
201
SG Americas Securities
New York
$589K -$962K -20,687 -62%
RFC
202
Regions Financial Corp
Alabama
$589K +$160K +3,426 +37%
Pacer Advisors
203
Pacer Advisors
Pennsylvania
$585K +$7.12K +153 +1%
CAM
204
Cresset Asset Management
Illinois
$582K +$164K +3,534 +39%
MCC
205
Money Concepts Capital
Florida
$571K +$571K +12,265 New
NICM
206
Neo Ivy Capital Management
New York
$566K -$315K -6,762 -36%
CAM
207
Connacht Asset Management
New York
$559K +$559K +12,008 New
HPC
208
HM Payson & Co
Maine
$558K – – –
Mitsubishi UFJ Trust & Banking
209
Mitsubishi UFJ Trust & Banking
Japan
$550K -$59.6K -1,282 -10%
Commonwealth Equity Services
210
Commonwealth Equity Services
Massachusetts
$548K +$6.37K +137 +1%
CGH
211
Crossmark Global Holdings
Texas
$537K -$45.6K -980 -8%
GAM
212
Gotham Asset Management
New York
$532K +$184K +3,962 +53%
BWM
213
BlackDiamond Wealth Management
New York
$528K +$528K +11,351 New
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$523K +$51.2K +1,099 +11%
FF
215
FourThought Financial
Florida
$514K -$47K -1,011 -8%
SAM
216
Securian Asset Management
Minnesota
$504K -$4.66K -100 -0.9%
Voloridge Investment Management
217
Voloridge Investment Management
Florida
$491K -$149K -3,197 -23%
CFG
218
Citizens Financial Group
Rhode Island
$490K -$104K -2,226 -17%
BCM
219
BTC Capital Management
Iowa
$483K +$265K +5,681 +121%
UA
220
Unison Advisors
District of Columbia
$468K +$2.98K +64 +0.6%
RJT
221
Raymond James Trust
Florida
$465K -$16.2K -349 -3%
APA
222
American Portfolios Advisors
New York
$452K +$424K +9,105 +1,507%
SC
223
Steph & Co
Wisconsin
$445K -$3.26K -70 -0.7%
MSRPS
224
Maryland State Retirement & Pension System
Maryland
$435K – – –
AA
225
ALPS Advisors
Colorado
$419K +$5.45K +117 +1%
7 8
9
10 11