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Bank OZK
OZK

Overview Fund Activity

464 hedge funds and large institutions have $4.67B invested in Bank OZK in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 177 increasing their positions, 150 reducing their positions, and 39 closing their positions.

Holders
464
Holders Change
+32
Holders Change %
+7.41%
% of All Funds
6.18%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
78
Increased
177
Reduced
150
Closed
39
Calls
$59.3M
Puts
$95.2M
Net Calls
-$35.8M
Net Calls Change
-$48.9M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$53.1M
2
WA
2
Wasatch Advisors
Utah
$316M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$131M
4
Citadel Advisors
4
Citadel Advisors
Florida
$44.6M
5
State Street
5
State Street
Massachusetts
$334M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$133M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$22.7M
3
CSS
3
Cubist Systematic Strategies
Connecticut
$1.89M
4
Bank of America
4
Bank of America
North Carolina
$7.79M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$29.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$512M 11,501,856 +21,863 +0.2%
BlackRock
2
BlackRock
New York
$461M 10,355,407 -59,957 -0.6%
State Street
3
State Street
Massachusetts
$334M 7,490,739 +383,832 +5%
WA
4
Wasatch Advisors
Utah
$316M 7,102,657 +1,149,880 +19%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$294M 6,611,620 -104,812 -2%
Charles Schwab
6
Charles Schwab
California
$184M 4,130,006 +188,575 +5%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$133M 2,993,288 -1,230,164 -29%
First Trust Advisors
8
First Trust Advisors
Illinois
$131M 2,945,480 +686,775 +30%
AQR Capital Management
9
AQR Capital Management
Connecticut
$125M 2,811,354 +314,488 +13%
American Century Companies
10
American Century Companies
Missouri
$96.9M 2,176,997 +238,810 +12%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$90.8M 2,038,463 +15,484 +0.8%
VBA
12
Van Berkom & Associates
Quebec, Canada
$82M 1,842,486 -209,861 -10%
JFL
13
Jarislowsky, Fraser Ltd
Quebec, Canada
$81.3M 1,854,885 -137,586 -7%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$79.5M 1,786,155 +87,299 +5%
Victory Capital Management
15
Victory Capital Management
Texas
$65.2M 1,464,023 +142,587 +11%
Morgan Stanley
16
Morgan Stanley
New York
$64.5M 1,448,410 +309,845 +27%
GC
17
Giverny Capital
Quebec, Canada
$54M 1,212,438 +15,064 +1%
Norges Bank
18
Norges Bank
Norway
$53.1M 1,192,760 +1,192,760 New
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$49.2M 1,104,808 -87,239 -7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$49.2M 1,104,084 +1,589 +0.1%
Northern Trust
21
Northern Trust
Illinois
$45.2M 1,015,853 +263,913 +35%
Citadel Advisors
22
Citadel Advisors
Florida
$44.6M 1,000,712 +509,123 +104%
Voloridge Investment Management
23
Voloridge Investment Management
Florida
$42.8M 961,967 -48,323 -5%
ProShare Advisors
24
ProShare Advisors
Maryland
$33.6M 753,854 +48,789 +7%
Millennium Management
25
Millennium Management
New York
$32.8M 735,780 -299,219 -29%
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