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Live Oak Bancshares
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Overview Fund Activity

160 hedge funds and large institutions have $729M invested in Live Oak Bancshares in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 56 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
-13
Holders Change %
-7.51%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
50
Reduced
56
Closed
30
Calls
$3.47M
Puts
$544K
Net Calls
+$2.93M
Net Calls Change
+$2.03M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$39.1M
2
BlackRock
2
BlackRock
New York
$72.5M
3
SAM
3
Southernsun Asset Management
Tennessee
$28.9M
4
Goldman Sachs
4
Goldman Sachs
New York
$8.74M
5
MFWM
5
Motley Fool Wealth Management
Virginia
$6.4M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$6.21M
2
Ameriprise
2
Ameriprise
Minnesota
$20.5M
3
RCW
3
Rheos Capital Works
Japan
$0
4
State Street
4
State Street
Massachusetts
$30.1M
5
SIC
5
Salem Investment Counselors
North Carolina
$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
26
Curi RMB Capital
Illinois
$3.95M – – –
Bank of America
27
Bank of America
North Carolina
$3.64M -$984K -37,397 -21%
First Trust Advisors
28
First Trust Advisors
Illinois
$3.2M +$3.2M +121,490 New
AWA
29
AmeriServ Wealth Advisors
Pennsylvania
$2.96M – – –
CS
30
Credit Suisse
Switzerland
$2.8M -$2.65M -100,631 -49%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$2.72M -$70.5K -2,678 -3%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$2.7M +$111K +4,212 +4%
CP
33
CenterBook Partners
Connecticut
$2.57M -$1.35M -51,204 -34%
RJA
34
Raymond James & Associates
Florida
$2.44M -$30.6K -1,163 -1%
Millennium Management
35
Millennium Management
New York
$2.37M +$2.05M +78,074 +656%
Morgan Stanley
36
Morgan Stanley
New York
$2.35M -$1.9M -72,047 -45%
PIM
37
Profit Investment Management
Maryland
$2.28M +$280K +10,655 +14%
PVM
38
Palogic Value Management
Texas
$2.24M +$658K +25,000 +42%
MFAM
39
Motley Fool Asset Management
Virginia
$2.21M +$775K +29,466 +54%
DFCM
40
Dark Forest Capital Management
Puerto Rico
$2.2M +$2.03M +77,252 +1,240%
Swiss National Bank
41
Swiss National Bank
Switzerland
$1.9M +$28.9K +1,100 +2%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.88M +$11.5K +437 +0.6%
BFA
43
Bragg Financial Advisors
North Carolina
$1.88M -$113K -4,305 -6%
Deutsche Bank
44
Deutsche Bank
Germany
$1.79M -$251K -9,533 -12%
TD Asset Management
45
TD Asset Management
Ontario, Canada
$1.71M -$163K -6,196 -9%
HA
46
Homestead Advisers
Virginia
$1.59M +$239K +9,100 +18%
VIA
47
Vident Investment Advisory
Georgia
$1.57M +$1.57M +59,660 New
Rafferty Asset Management
48
Rafferty Asset Management
New York
$1.49M +$525K +19,946 +54%
RA
49
Royce & Associates
New York
$1.42M -$97.9K -3,720 -6%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$1.39M +$155K +5,875 +13%
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