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Live Oak Bancshares

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
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
51
Sequoia Financial Advisors
Ohio
$1.34M
Wells Fargo
52
Wells Fargo
California
$1.3M +$137K +5,224 +12%
TAM
53
Trillium Asset Management
Massachusetts
$1.29M +$20.9K +795 +2%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$1.24M -$675K -25,667 -35%
Two Sigma Investments
55
Two Sigma Investments
New York
$1.23M -$962K -36,552 -44%
Citigroup
56
Citigroup
New York
$1.22M +$1.19M +45,054 +3,587%
Citadel Advisors
57
Citadel Advisors
Florida
$1.19M +$415K +15,774 +54%
ASN
58
Advisory Services Network
Georgia
$1.12M -$35.5K -1,348 -3%
AG
59
Algert Global
California
$1.09M -$68.4K -2,600 -6%
AllianceBernstein
60
AllianceBernstein
Tennessee
$1.07M
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$1.03M -$56.9K -2,164 -5%
Invesco
62
Invesco
Georgia
$1.02M -$93.8K -3,567 -8%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$895K -$235K -8,927 -21%
Fuller & Thaler Asset Management
64
Fuller & Thaler Asset Management
California
$787K +$117K +4,438 +17%
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$769K -$409K -15,529 -35%
Legal & General Group
66
Legal & General Group
United Kingdom
$757K -$16.1K -612 -2%
S
67
SignatureFD
Georgia
$737K -$6.95K -264 -0.9%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$682K -$327K -12,432 -32%
Voloridge Investment Management
69
Voloridge Investment Management
Florida
$680K +$102K +3,881 +18%
UBS Group
70
UBS Group
Switzerland
$678K -$44.3K -1,684 -6%
HCA
71
Harbor Capital Advisors
Illinois
$645K +$645K +24,508 New
UBS AM
72
UBS AM
Illinois
$563K
Squarepoint
73
Squarepoint
New York
$558K -$773K -29,364 -58%
ACP
74
Arcus Capital Partners
Georgia
$526K
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$509K +$14.8K +563 +3%