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$OZK

Institutional Holdings

50

Top Institutions

Top Institutions

1

Renaissance Technologies

918,897 shares

0.07%

% of Portfolio

2

Josef Lakonishok - Lsv Asset Management

503,800 shares

0.05%

% of Portfolio

3

Charles Schwab

3,844,037 shares

0.03%

% of Portfolio

4

Cliff Asness - AQR Capital Management

1,609,583 shares

0.03%

% of Portfolio

5

David E. Shaw - D.E. Shaw & Co.

1,029,665 shares

0.03%

% of Portfolio

6

Two Sigma Investments

882,827 shares

0.03%

% of Portfolio

7

Israel Englander - Millennium Management

909,588 shares

0.02%

% of Portfolio

8

Larry Fink - BlackRock

10,936,359 shares

0.01%

% of Portfolio

9

State Street Corp

6,138,146 shares

0.01%

% of Portfolio

10

Geode Capital Management

3,173,790 shares

0.01%

% of Portfolio

11

Ken Griffin - Citadel Advisors

1,153,905 shares

0.01%

% of Portfolio

12

Steve Cohen - Point72 Asset Management

221,554 shares

0.01%

% of Portfolio

13

Northern Trust Corp

955,898 shares

0.01%

% of Portfolio

14

Invesco

983,115 shares

0.01%

% of Portfolio

15

Wellington Management

721,487 shares

0.01%

% of Portfolio

16

CalPERS

231,654 shares

0.01%

% of Portfolio

17

Jane Street Group

185,440 shares

NaN%

% of Portfolio

18

David Solomon - Goldman Sachs

935,593 shares

NaN%

% of Portfolio

19

BNP Paribas

142,136 shares

NaN%

% of Portfolio

20

Morgan Stanley

1,372,457 shares

NaN%

% of Portfolio

21

UBS Group

456,080 shares

NaN%

% of Portfolio

22

Ensign Peak Advisors

40,137 shares

NaN%

% of Portfolio

23

Franklin Resources

299,305 shares

NaN%

% of Portfolio

24

Fidelity International (FIL)

69,981 shares

NaN%

% of Portfolio

25

Lazard Asset Management

26,914 shares

NaN%

% of Portfolio

26

SG Americas Securities

38,480 shares

NaN%

% of Portfolio

27

AllianceBernstein (AB)

129,201 shares

NaN%

% of Portfolio

28

Nuveen

147,980 shares

NaN%

% of Portfolio

29

Legal & General

139,549 shares

NaN%

% of Portfolio

30

Dmitry Balyasny - Balyasny Asset Management

12,435 shares

NaN%

% of Portfolio

31

Janus Henderson Group

48,087 shares

NaN%

% of Portfolio

32

Neuberger Berman

29,113 shares

NaN%

% of Portfolio

33

Voya Investment Mgmt

10,468 shares

NaN%

% of Portfolio

34

T. Rowe Price

95,086 shares

NaN%

% of Portfolio

35

PNC Financial Services

5,451 shares

NaN%

% of Portfolio

36

Wasatch Advisors Inc

6,126,398 shares

1.87%

% of Portfolio

37

Paul Tudor Jones - Tudor Investment Corp

666,722 shares

0.06%

% of Portfolio

38

Ray Dalio - Bridgewater Associates

283,220 shares

0.06%

% of Portfolio

39

PSP Investments

275,689 shares

0.04%

% of Portfolio

40

Exoduspoint Capital Management, Lp

50,570 shares

0.02%

% of Portfolio

41

Verition Fund Management LLC

24,376 shares

0.01%

% of Portfolio

42

Diamond Hill Capital Management

259,053 shares

0.07%

% of Portfolio

43

New York State Teachers Retirement System

119,423 shares

0.01%

% of Portfolio

44

John P. Calamos, Sr. - Calamos Advisors LLC

5,361 shares

NaN%

% of Portfolio

45

Joel Greenblatt - Gotham Asset Management

5,834 shares

NaN%

% of Portfolio

46

Jefferies Group

0 shares

0.00%

% of Portfolio

47

Francois Rochon - Giverny Capital

1,231,059 shares

2.07%

% of Portfolio

48

Bruce Berkowitz - Fairholme Capital

921,252 shares

2.79%

% of Portfolio

49

Parallax Volatility Advisers

10,035 shares

0.00%

% of Portfolio

50

Jamie Dimon - JPMorgan Chase

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

29%

LARGE

38%

MEDIUM

27%

SMALL

6%

Geographic Distribution

North America
59%
Europe
18%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

54

Sellers

33

Holders

72

New

14

Exited

5

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Insider TradingPRO

Trading Statistics

Insider Buyers

17

Insider Sellers

33

Purchase Value

$31.4M

Role Distribution

CEO
24%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

74

B

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
79
Recent Activity
78
Concentration
62
Momentum
71
Stability
64

Recent Actions

New

9

Increased

23

Decreased

20

Exited

2

Total

30

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