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Live Oak Bancshares

207 hedge funds and large institutions have $1.46B invested in Live Oak Bancshares in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 81 increasing their positions, 50 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-5
Holders Change %
-2.36%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
40
Increased
81
Reduced
50
Closed
42
Calls
$5.01M
Puts
$3.22M
Net Calls
+$1.79M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Shares
Change %
IAA
226
Ironsides Asset Advisors
North Carolina
-$262K -3,000 Closed
VFA
227
Values First Advisors
Tennessee
-$257K -2,949 Closed
OFS
228
OneAscent Financial Services
Alabama
-$253K -2,899 Closed
CCIA
229
Cherry Creek Investment Advisors
Colorado
-$248K -2,837 Closed
EM
230
Excalibur Management
Massachusetts
-$237K -2,710 Closed
GAM
231
Griffin Asset Management
New York
-$236K -2,707 Closed
HSBC Holdings
232
HSBC Holdings
United Kingdom
-$233K -2,653 Closed
Prudential Financial
233
Prudential Financial
New Jersey
-$216K -2,480 Closed
GCM
234
Gables Capital Management
Florida
-$70K -800 Closed
UFF
235
USA Financial Formulas
Michigan
-$34K -393 Closed
TCWM
236
Total Clarity Wealth Management
Illinois
-$32K -362 Closed
CCA
237
Catalyst Capital Advisors
New York
-$29K -336 Closed
WAS
238
Winch Advisory Services
Wisconsin
-$23K -268 Closed
IA
239
IFP Advisors
Florida
-$23K -263 Closed
CFGS
240
Concourse Financial Group Securities
Alabama
-$9K -100 Closed
WFS
241
Widmann Financial Services
Maryland
-$8K -100 Closed
HNWA
242
Henrickson Nauta Wealth Advisors
Michigan
-$6K -90 Closed
MTWM
243
Masso Torrence Wealth Management
New Jersey
-$3K -36 Closed
CA
244
CoreCap Advisors
Michigan
-$3K -36 Closed