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Bank OZK
OZK

Overview Fund Activity

350 hedge funds and large institutions have $3.83B invested in Bank OZK in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 108 increasing their positions, 151 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-3
Holders Change %
-0.85%
% of All Funds
6.05%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
40
Increased
108
Reduced
151
Closed
41
Calls
$6.79M
Puts
$10.9M
Net Calls
-$4.08M
Net Calls Change
+$4.44M

Top Buyers

1
State Street
State Street
Massachusetts
$502M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$10.2M
3
LSV Asset Management
LSV Asset Management
Illinois
$11.7M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$83.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$265M

Top Sellers

1
WA
Wasatch Advisors
Utah
$341M
2
BlackRock
BlackRock
New York
$405M
3
EIP
Epoch Investment Partners
New York
$21.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
$478M
5
Renaissance Technologies
Renaissance Technologies
New York
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
201
HM Payson & Co
Maine
$475K – – –
AFAS
202
Acorn Financial Advisory Services
Virginia
$467K -$25.7K -650 -5%
USAA
203
United Services Automobile Association
Texas
$459K -$52.8K -1,335 -10%
Commonwealth Equity Services
204
Commonwealth Equity Services
Massachusetts
$457K +$9.01K +228 +2%
RJT
205
Raymond James Trust
Florida
$455K +$21K +530 +5%
BWM
206
BlackDiamond Wealth Management
New York
$453K -$30.1K -709 -6%
FDS
207
Freedom Day Solutions
Texas
$446K -$8.97K -227 -2%
Mitsubishi UFJ Trust & Banking
208
Mitsubishi UFJ Trust & Banking
Japan
$442K +$6.09K +154 +1%
AMBIA
209
Allen Mooney & Barnes Investment Advisors
Georgia
$432K – – –
Squarepoint
210
Squarepoint
New York
$428K -$307K -7,747 -42%
CFG
211
Citizens Financial Group
Rhode Island
$415K +$11.4K +289 +3%
EP
212
Eudaimonia Partners
Tennessee
$412K -$3.96K -100 -1%
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$407K +$1.5K +38 +0.4%
CGH
214
Crossmark Global Holdings
Texas
$403K -$33.6K -850 -8%
SAM
215
Securian Asset Management
Minnesota
$402K -$5.46K -138 -1%
FF
216
FourThought Financial
Florida
$400K +$36.1K +912 +10%
MHI
217
Miller Howard Investments
New York
$393K +$950 +24 +0.2%
MAG
218
Millrace Asset Group
Pennsylvania
$388K -$200K -5,048 -34%
PP
219
PDT Partners
New York
$387K -$194K -4,919 -33%
MSRPS
220
Maryland State Retirement & Pension System
Maryland
$370K – – –
CCIA
221
Campbell & Co Investment Adviser
Maryland
$364K +$364K +9,193 New
NICM
222
Neo Ivy Capital Management
New York
$358K -$20.8K -526 -5%
YMRC
223
Yorktown Management & Research Company
Virginia
$344K – – –
FMWA
224
Forvis Mazars Wealth Advisors
Missouri
$344K +$158 +4 +0%
SC
225
Steph & Co
Wisconsin
$343K -$72.8K -1,838 -18%
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