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Bank OZK
OZK

Overview Fund Activity

402 hedge funds and large institutions have $3.69B invested in Bank OZK in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 140 increasing their positions, 128 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
+52
Holders Change %
+14.86%
% of All Funds
6.49%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
81
Increased
140
Reduced
128
Closed
24
Calls
$15.8M
Puts
$20.4M
Net Calls
-$4.62M
Net Calls Change
-$541K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$55M
2
Millennium Management
2
Millennium Management
New York
$56.5M
3
WCM
3
Wedge Capital Management
North Carolina
$31.3M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$15.5M
5
BlackRock
5
BlackRock
New York
$421M

Top Sellers

1
State Street
1
State Street
Massachusetts
$463M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$453K
3
Diamond Hill Capital Management
3
Diamond Hill Capital Management
Ohio
$88.6M
4
SSA
4
Schonfeld Strategic Advisors
New York
$1.09M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
201
Commonwealth Equity Services
Massachusetts
$649K +$186K +4,634 +40%
MJP
202
Michael J. Puzo
$646K -$122K -3,040 -16%
DIP
203
Davis Investment Partners
North Carolina
$635K +$635K +13,392 New
SFS
204
Sowell Financial Services
Arkansas
$635K -$33.6K -838 -5%
BCM
205
BTC Capital Management
Iowa
$635K -$72K -1,797 -10%
FIM
206
Freedom Investment Management
Connecticut
$622K -$39.7K -990 -6%
SOADOR
207
State of Alaska Department of Revenue
Alaska
$617K – – –
DTL
208
Dynamic Technology Lab
Singapore
$594K +$594K +14,820 New
State of Wisconsin Investment Board
209
State of Wisconsin Investment Board
Wisconsin
$591K -$288K -7,186 -33%
AWM
210
AE Wealth Management
Kansas
$591K +$59.5K +1,485 +11%
X
211
Xponance
Pennsylvania
$588K +$63.1K +1,576 +12%
CB
212
Commerce Bank
Missouri
$563K +$7.29K +182 +1%
Verition Fund Management
213
Verition Fund Management
Connecticut
$550K +$291K +7,252 +112%
PAMS
214
Pictet Asset Management (Switzerland)
Switzerland
$549K +$209K +5,230 +62%
UA
215
Unison Advisors
District of Columbia
$547K +$3.17K +79 +0.6%
IWA
216
IBEX Wealth Advisors
New Jersey
$541K +$541K +13,509 New
VI
217
Versor Investments
New York
$539K +$296K +7,392 +122%
EI
218
Ethic Inc
New York
$527K -$223K -5,567 -30%
CIA
219
Capital Investment Advisors
Georgia
$521K -$921 -23 -0.2%
BCM
220
Brainard Capital Management
Texas
$521K +$521K +13,000 New
M1FG
221
Mach-1 Financial Group
Arkansas
$521K +$518K +12,939 +23,961%
SW
222
SVB Wealth
Massachusetts
$507K -$120 -3 -0%
I
223
InceptionR
California
$503K +$503K +12,555 New
PRC
224
Pearl River Capital
Michigan
$481K +$251K +6,259 +109%
NICM
225
Neo Ivy Capital Management
New York
$481K +$119K +2,962 +33%
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