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Stock
OZK
Bank OZKFinancialsRegional BanksLatest close $478 of 27 marquee funds currently hold1 CUSIP mapped
Current holders
8
27 funds tracked
Ever held
11
Current + past
New this quarter
0
Exited this quarter
0
Marquee-fund ownership over time
Aug 14, 2019May 15, 2020Feb 14, 2022Nov 13, 2025
Now
8
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q1 2020 | 26Q | $23 | $47 | +109% |
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $38 | $47 | +24% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $38 | $47 | +26% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $38 | $47 | +26% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $38 | $47 | +26% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $38 | $47 | +26% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $38 | $47 | +26% |
| Point72 Asset Management | Q3 2024(8Q snapshot) | 7Q | $38 | $47 | +26% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Maverick Capital 4× in & out | Q2 2024 | Q3 2024 | → $38 | -17% |
| Duquesne Family Office | Q2 2024 | Q3 2024 | → $38 | -17% |
| Coatue Management | Q1 2020 | Q2 2020 | → $16 | -29% |
Fundamentals
XBRL · Bank OZKNot enough XBRL history to plot. Bank OZKhasn't tagged revenue, net income, EPS, or operating cash flow in the SEC us-gaap taxonomy with at least two fiscal-year periods — typical for SPACs / trust vehicles, pre-revenue biotechs, recent IPOs, and foreign filers reporting under IFRS.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Bank OZK — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- SC 13G/A5%+ ownership (amended)Oct 28, 2024
- SC 13G/ASCHEDULE 13G/AFeb 13, 2024
- SC 13G/A5%+ ownership (amended)Feb 9, 2024
- SC 13G/ASEC SCHEDULE 13GFeb 9, 2024
- SC 13G/A5%+ ownership (amended)Jan 26, 2024
- SC 13G/A5%+ ownership (amended)Jan 24, 2024
- SC 13GSEC SCHEDULE 13GFeb 10, 2023
- SC 13G/ASCHEDULE 13G/AFeb 9, 2023
- SC 13G/A5%+ ownership (amended)Feb 8, 2023
- SC 13G5%+ ownership (passive)Feb 3, 2023
- SC 13G/A5%+ ownership (amended)Feb 2, 2023
- SC 13G/A5%+ ownership (amended)Feb 10, 2022
- SC 13G/ASCHEDULE 13G/AFeb 9, 2022
- SC 13G/ASEC SCHEDULE 13GFeb 8, 2022
- SC 13G/ASCHEDULE 13G/ANov 10, 2021
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Bridgewater Associates | Q4 2025 | open | $43 | $48 | +12% |
| Citadel Advisors | Q3 2024 | open | $38 | $47 | +26% |
| Two Sigma Investments | Q3 2024 | open | $38 | $47 | +26% |
| D.E. Shaw | Q3 2024 | open | $38 | $47 | +26% |
| AQR Capital Management | Q3 2024 | open | $38 | $47 | +26% |
| Millennium Management | Q3 2024 | open | $38 | $47 | +26% |
| Point72 Asset Management | Q3 2024 | open | $38 | $47 | +26% |
| Renaissance Technologies | Q3 2024 | open | $38 | $47 | +24% |
| Maverick Capital | Q2 2024 | Q3 2024 | $45 | $38 | -17% |
| Duquesne Family Office | Q2 2024 | Q3 2024 | $45 | $38 | -17% |
| Maverick Capital | Q3 2021 | Q1 2022 | $36 | $41 | +12% |
| Bridgewater Associates | Q1 2021 | Q2 2023 | $32 | $28 | -13% |
| Maverick Capital | Q3 2020 | Q4 2020 | $21 | $24 | +12% |
| Coatue Management | Q1 2020 | Q2 2020 | $22 | $16 | -29% |
| Bridgewater Associates | Q1 2020 | Q2 2020 | $23 | $16 | -29% |
| Maverick Capital | Q3 2019 | Q4 2019 | $20 | $23 | +14% |
Caveats
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.