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Live Oak Bancshares
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Overview Fund Activity

191 hedge funds and large institutions have $1.31B invested in Live Oak Bancshares in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+18
Holders Change %
+10.4%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
40
Increased
53
Reduced
64
Closed
20
Calls
$5.66M
Puts
$1.85M
Net Calls
+$3.8M
Net Calls Change
+$1.42M

Top Buyers

1
BlackRock
BlackRock
New York
$131M
2
Morgan Stanley
Morgan Stanley
New York
$14.4M
3
DCM
Driehaus Capital Management
Illinois
$9.38M
4
Ameriprise
Ameriprise
Minnesota
$40.2M
5
JAM
Jupiter Asset Management
United Kingdom
$6.5M

Top Sellers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$87M
2
SAM
Southernsun Asset Management
Tennessee
$38.9M
3
Federated Hermes
Federated Hermes
Pennsylvania
$3.37M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.95M
5
CP
CenterBook Partners
Connecticut
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFWM
26
Motley Fool Wealth Management
Virginia
$6.94M -$4.1M -90,190 -37%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$6.84M +$4.11M +90,429 +151%
SIC
28
Salem Investment Counselors
North Carolina
$6.79M -$847K -18,625 -11%
RHJA
29
Rice Hall James & Associates
California
$6.57M -$224K -4,933 -3%
JAM
30
Jupiter Asset Management
United Kingdom
$6.5M +$4.94M +108,563 +316%
PIM
31
Profit Investment Management
Maryland
$5.86M +$342K +7,513 +6%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$5.84M +$1.2M +26,269 +26%
HA
33
Homestead Advisers
Virginia
$5.6M +$2.85M +62,600 +104%
Bank of America
34
Bank of America
North Carolina
$5.47M -$556K -12,215 -9%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$5.31M +$189K +4,153 +4%
TAM
36
Trillium Asset Management
Massachusetts
$5.01M +$2.39M +52,608 +91%
CS
37
Credit Suisse
Switzerland
$4.63M -$181K -3,980 -4%
CRC
38
Curi RMB Capital
Illinois
$4.55M – – –
MCA
39
Mendon Capital Advisors
Florida
$4.55M +$4.55M +100,000 New
Lord, Abbett & Co
40
Lord, Abbett & Co
New Jersey
$4.53M +$4.53M +99,570 New
RJA
41
Raymond James & Associates
Florida
$4.17M -$27.3K -599 -0.6%
BCM
42
Bridgeway Capital Management
Texas
$4.15M +$4.15M +91,251 New
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$4.15M -$383K -8,407 -8%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$4.1M -$1.9M -41,700 -32%
EI
45
EAM Investors
California
$3.72M +$3.72M +81,832 New
EGI
46
EAM Global Investors
California
$3.7M +$3.7M +81,216 New
AG
47
Algert Global
California
$3.6M +$728K +16,011 +25%
Barclays
48
Barclays
United Kingdom
$3.45M +$3.44M +75,668 +151,336%
Federated Hermes
49
Federated Hermes
Pennsylvania
$3.37M -$6.45M -141,787 -66%
BFA
50
Bragg Financial Advisors
North Carolina
$3.25M +$1.59K +35 +0%
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