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Live Oak Bancshares
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Overview Fund Activity

173 hedge funds and large institutions have $817M invested in Live Oak Bancshares in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+13
Holders Change %
+8.13%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
60
Reduced
43
Closed
11
Calls
$4.96M
Puts
$2.58M
Net Calls
+$2.38M
Net Calls Change
-$546K

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$50.9M
2
Millennium Management
Millennium Management
New York
$7.57M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$3.27M
4
CSS
Cubist Systematic Strategies
Connecticut
$2.71M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$3.26M

Top Sellers

1
State Street
State Street
Massachusetts
$27.7M
2
BlackRock
BlackRock
New York
$75.4M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$61.6M
4
Goldman Sachs
Goldman Sachs
New York
$5.58M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$3.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
RHJA
26
Rice Hall James & Associates
California
$4.33M -$22.6K -781 -0.5%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$4.19M +$2.12M +73,106 +102%
CP
28
CenterBook Partners
Connecticut
$3.99M +$1.17M +40,343 +41%
Bank of America
29
Bank of America
North Carolina
$3.83M -$177K -6,126 -4%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$3.82M -$1.73M -59,600 -31%
PIM
31
Profit Investment Management
Maryland
$3.51M +$999K +34,497 +40%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$3.27M +$3.27M +112,811 New
Russell Investments Group
33
Russell Investments Group
United Kingdom
$3.26M +$2.27M +78,477 +231%
AWA
34
AmeriServ Wealth Advisors
Pennsylvania
$3.25M – – –
CS
35
Credit Suisse
Switzerland
$3.06M -$18.2K -630 -0.6%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$2.95M -$43.7K -1,508 -1%
Morgan Stanley
37
Morgan Stanley
New York
$2.92M +$336K +11,589 +13%
CRC
38
Curi RMB Capital
Illinois
$2.9M -$1.45M -50,000 -33%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$2.88M -$91.6K -3,163 -3%
CSS
40
Cubist Systematic Strategies
Connecticut
$2.71M +$2.71M +93,566 New
Citadel Advisors
41
Citadel Advisors
Florida
$2.7M +$1.4M +48,218 +107%
RJA
42
Raymond James & Associates
Florida
$2.67M -$8.69K -300 -0.3%
First Trust Advisors
43
First Trust Advisors
Illinois
$2.5M -$1.02M -35,091 -29%
MFAM
44
Motley Fool Asset Management
Virginia
$2.48M +$48.1K +1,662 +2%
Swiss National Bank
45
Swiss National Bank
Switzerland
$2.12M +$23.2K +800 +1%
BFA
46
Bragg Financial Advisors
North Carolina
$2.07M – – –
Deutsche Bank
47
Deutsche Bank
Germany
$2.04M +$69.9K +2,415 +4%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$1.88M – – –
AG
49
Algert Global
California
$1.83M +$635K +21,924 +53%
HA
50
Homestead Advisers
Virginia
$1.75M – – –
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