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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 %
Squarepoint
51
Squarepoint
New York
$1.23M -$45.1K -1,850 -4%
Walleye Capital
52
Walleye Capital
New York
$1.18M +$1.18M +48,274 New
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$1.14M +$17.6K +722 +2%
TAM
54
Trillium Asset Management
Massachusetts
$1.13M +$95.3K +4,043 +9%
Balyasny Asset Management
55
Balyasny Asset Management
Illinois
$1.09M +$1.09M +44,754 New
Wells Fargo
56
Wells Fargo
California
$1.08M +$133K +5,466 +14%
AG
57
Algert Global
California
$1.07M -$599K -24,580 -36%
ASN
58
Advisory Services Network
Georgia
$1.07M +$8.9K +365 +0.8%
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$1.05M +$448K +18,364 +74%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$1.05M +$272K +11,161 +35%
Invesco
61
Invesco
Georgia
$1.03M +$420K +17,250 +69%
GCM
62
Graham Capital Management
Connecticut
$1.01M +$761K +31,222 +301%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$1M -$12.4K -510 -1%
SSA
64
Schonfeld Strategic Advisors
New York
$1M +$1M +41,100 New
AllianceBernstein
65
AllianceBernstein
Tennessee
$987K -$12.9K -529 -1%
State of Wisconsin Investment Board
66
State of Wisconsin Investment Board
Wisconsin
$935K +$218K +8,952 +30%
VA
67
Verdad Advisers
Massachusetts
$914K +$914K +37,500 New
Rafferty Asset Management
68
Rafferty Asset Management
New York
$896K +$556K +22,808 +163%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$823K +$823K +33,762 New
CSS
70
Cubist Systematic Strategies
Connecticut
$811K +$550K +22,550 +210%
Legal & General Group
71
Legal & General Group
United Kingdom
$718K +$20.2K +826 +3%
Citadel Advisors
72
Citadel Advisors
Florida
$714K -$4.95M -203,257 -87%
TI
73
Trexquant Investment
Connecticut
$691K +$442K +18,138 +178%
S
74
SignatureFD
Georgia
$689K +$975 +40 +0.1%
UBS Group
75
UBS Group
Switzerland
$669K +$376K +15,448 +129%
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