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Live Oak Bancshares
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Overview Fund Activity

173 hedge funds and large institutions have $686M invested in Live Oak Bancshares in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 46 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-15
Holders Change %
-7.98%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
67
Reduced
46
Closed
36
Calls
$2.11M
Puts
$1.21M
Net Calls
+$903K
Net Calls Change
-$365K

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$17.6M
2
SAM
Southernsun Asset Management
Tennessee
$22.4M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$12.9M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$29M
5
CP
CenterBook Partners
Connecticut
$3.63M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$29.2M
2
Artisan Partners
Artisan Partners
Wisconsin
$0
3
Aberdeen Group
Aberdeen Group
United Kingdom
$397K
4
Marshall Wace
Marshall Wace
United Kingdom
$1.45M
5
Federated Hermes
Federated Hermes
Pennsylvania
$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$4.28M +$432K +17,728 +11%
Morgan Stanley
27
Morgan Stanley
New York
$3.94M +$279K +11,440 +8%
RHJA
28
Rice Hall James & Associates
California
$3.9M -$1.68M -69,042 -30%
CRC
29
Curi RMB Capital
Illinois
$3.66M -$1.22M -50,000 -25%
CP
30
CenterBook Partners
Connecticut
$3.63M +$3.34M +137,070 +1,166%
AWA
31
AmeriServ Wealth Advisors
Pennsylvania
$2.74M – – –
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$2.59M +$76.2K +3,128 +3%
RJA
33
Raymond James & Associates
Florida
$2.29M -$70.5K -2,891 -3%
MFWM
34
Motley Fool Wealth Management
Virginia
$2.16M +$39.9K +1,638 +2%
Two Sigma Investments
35
Two Sigma Investments
New York
$2.03M -$2.5M -102,787 -55%
Deutsche Bank
36
Deutsche Bank
Germany
$1.89M -$209K -8,561 -10%
PIM
37
Profit Investment Management
Maryland
$1.86M – – –
BFA
38
Bragg Financial Advisors
North Carolina
$1.84M -$136K -5,582 -7%
GC
39
Gillson Capital
Illinois
$1.81M +$1.81M +74,145 New
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$1.77M +$454K +18,645 +34%
TD Asset Management
41
TD Asset Management
Ontario, Canada
$1.74M +$122K +5,000 +8%
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.74M -$200K -8,200 -10%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.73M +$856K +35,141 +98%
PVM
44
Palogic Value Management
Texas
$1.46M +$244K +10,000 +20%
Marshall Wace
45
Marshall Wace
United Kingdom
$1.45M -$6.75M -276,951 -82%
RA
46
Royce & Associates
New York
$1.41M +$197K +8,100 +16%
MFAM
47
Motley Fool Asset Management
Virginia
$1.33M +$79.7K +3,272 +6%
Tudor Investment Corp
48
Tudor Investment Corp
Connecticut
$1.26M +$1.26M +51,626 New
HA
49
Homestead Advisers
Virginia
$1.25M -$210K -8,600 -14%
SFA
50
Sequoia Financial Advisors
Ohio
$1.24M +$1.24M +51,010 New
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