LOB icon

Live Oak Bancshares
LOB

Overview Fund Activity

188 hedge funds and large institutions have $866M invested in Live Oak Bancshares in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 62 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
–
Holders Change %
0%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
56
Reduced
62
Closed
26
Calls
$2.17M
Puts
$906K
Net Calls
+$1.27M
Net Calls Change
-$1.68M

Top Buyers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$34.2M
2
Ameriprise
2
Ameriprise
Minnesota
$66.9M
3
SAM
3
Southernsun Asset Management
Tennessee
$11.3M
4
RHJA
4
Rice Hall James & Associates
California
$6.92M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$10.2M

Top Sellers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$18.1M
2
State Street
2
State Street
Massachusetts
$36M
3
Swedbank
3
Swedbank
Sweden
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$0
5
BNP Paribas Asset Management
5
BNP Paribas Asset Management
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$5.86M +$1.56M +51,761 +36%
Norges Bank
27
Norges Bank
Norway
$5.64M – – –
Two Sigma Investments
28
Two Sigma Investments
New York
$5.62M -$1.73M -57,286 -24%
American Century Companies
29
American Century Companies
Missouri
$5.19M +$2.34M +77,622 +82%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$4.89M +$229K +7,575 +5%
Goldman Sachs
31
Goldman Sachs
New York
$4.77M -$17.7K -585 -0.4%
DC
32
Davenport & Co
Virginia
$4.58M -$2.06M -68,226 -31%
Morgan Stanley
33
Morgan Stanley
New York
$4.53M +$1.64M +54,336 +57%
TM
34
Tiger Management
New York
$4.53M +$4.53M +150,000 New
Millennium Management
35
Millennium Management
New York
$4.49M -$2.73M -90,467 -38%
Bank of America
36
Bank of America
North Carolina
$3.86M +$345K +11,428 +10%
AWA
37
AmeriServ Wealth Advisors
Pennsylvania
$3.39M – – –
VIM
38
VELA Investment Management
Ohio
$3.18M +$661K +21,890 +26%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$3.11M +$3.11M +103,112 New
Voloridge Investment Management
40
Voloridge Investment Management
Florida
$3.06M -$596K -19,741 -16%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$2.94M -$6.31K -209 -0.2%
RJA
42
Raymond James & Associates
Florida
$2.92M -$12.6K -417 -0.4%
HFS
43
Hantz Financial Services
Michigan
$2.85M +$183K +6,069 +7%
MFWM
44
Motley Fool Wealth Management
Virginia
$2.62M -$37.8K -1,252 -1%
Deutsche Bank
45
Deutsche Bank
Germany
$2.6M +$420K +13,892 +19%
BFA
46
Bragg Financial Advisors
North Carolina
$2.45M +$2.45M +81,279 New
Renaissance Technologies
47
Renaissance Technologies
New York
$2.41M -$2.77M -91,800 -53%
Swiss National Bank
48
Swiss National Bank
Switzerland
$2.4M +$45.3K +1,500 +2%
PIM
49
Profit Investment Management
Maryland
$2.3M – – –
AG
50
Algert Global
California
$2.07M -$566K -18,747 -21%
1
2
3 4 5