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Live Oak Bancshares
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Overview Fund Activity

188 hedge funds and large institutions have $865M invested in Live Oak Bancshares in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 19 closing their positions.

Holders
188
Holders Change
+14
Holders Change %
+8.05%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
34
Increased
63
Reduced
55
Closed
19
Calls
$3.32M
Puts
$373K
Net Calls
+$2.94M
Net Calls Change
+$3.14M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$52.9M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$13.2M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$5.84M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$4.94M
5
RCW
5
Rheos Capital Works
Japan
$11.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$574K
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$1.26M
3
State Street
3
State Street
Massachusetts
$41.1M
4
EA
4
Emerald Advisers
Pennsylvania
$424K
5
EMFAT
5
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.28M
Name Market Value Shares Shares
Change 		Shares
Change %
CS
26
Credit Suisse
Switzerland
$5.7M 186,117 +1,209 +0.7%
Renaissance Technologies
27
Renaissance Technologies
New York
$5.25M 171,700 -149,065 -46%
Citadel Advisors
28
Citadel Advisors
Florida
$5.15M 168,350 +18,462 +12%
Marshall Wace
29
Marshall Wace
United Kingdom
$4.94M 161,563 +124,219 +333%
Goldman Sachs
30
Goldman Sachs
New York
$4.85M 158,542 -13,660 -8%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$4.72M 154,228 +5,201 +3%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$4.35M 142,230 +12,678 +10%
Swedbank
33
Swedbank
Sweden
$4.28M 140,000 – –
Voloridge Investment Management
34
Voloridge Investment Management
Florida
$3.71M 121,070 -98,910 -45%
Bank of America
35
Bank of America
North Carolina
$3.56M 116,317 -19,814 -15%
AWA
36
AmeriServ Wealth Advisors
Pennsylvania
$3.44M 112,344 – –
EMFAT
37
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.28M 107,294 -297,951 -74%
HighTower Advisors
38
HighTower Advisors
Illinois
$3.05M 99,455 +1,670 +2%
BNP Paribas Asset Management
39
BNP Paribas Asset Management
France
$3.03M 99,142 -526 -0.5%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$2.99M 97,586 +780 +0.8%
RJA
41
Raymond James & Associates
Florida
$2.97M 97,085 -2,088 -2%
Morgan Stanley
42
Morgan Stanley
New York
$2.93M 95,694 -2,946 -3%
American Century Companies
43
American Century Companies
Missouri
$2.88M 94,121 +20,699 +28%
HFS
44
Hantz Financial Services
Michigan
$2.7M 88,338 +2,896 +3%
MFWM
45
Motley Fool Wealth Management
Virginia
$2.7M 88,063 -103 -0.1%
AG
46
Algert Global
California
$2.67M 87,211 +46,503 +114%
CSS
47
Cubist Systematic Strategies
Connecticut
$2.6M 84,998 -8,701 -9%
VIM
48
VELA Investment Management
Ohio
$2.56M 83,498 +18,247 +28%
Swiss National Bank
49
Swiss National Bank
Switzerland
$2.38M 77,900 +700 +0.9%
PIM
50
Profit Investment Management
Maryland
$2.33M 76,181 +38,992 +105%
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