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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 %
Jane Street
76
Jane Street
New York
$654K +$291K +11,927 +80%
Fuller & Thaler Asset Management
77
Fuller & Thaler Asset Management
California
$621K +$434K +17,795 +232%
SG Americas Securities
78
SG Americas Securities
New York
$611K +$486K +19,945 +390%
EMFAT
79
Emerald Mutual Fund Advisers Trust
Pennsylvania
$609K -$815K -33,446 -57%
UBS AM
80
UBS AM
Illinois
$563K +$61.9K +2,539 +12%
Voloridge Investment Management
81
Voloridge Investment Management
Florida
$535K -$1.93M -79,377 -78%
ACP
82
Arcus Capital Partners
Georgia
$487K – – –
WHG
83
Westwood Holdings Group
Texas
$476K +$476K +19,530 New
NYLIM
84
New York Life Investment Management
New York
$472K +$472K +19,385 New
Janus Henderson Group
85
Janus Henderson Group
United Kingdom
$470K +$152K +6,253 +48%
VI
86
Versor Investments
New York
$469K +$469K +19,258 New
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$457K +$10.8K +445 +2%
NSEDCP
88
NJ State Employees Deferred Compensation Plan
New Jersey
$439K – – –
MIM
89
MetLife Investment Management
New Jersey
$429K – – –
PIMG
90
Patriot Investment Management Group
Tennessee
$428K -$36.2K -1,485 -8%
New York State Common Retirement Fund
91
New York State Common Retirement Fund
New York
$421K -$3.52M -144,521 -89%
Aberdeen Group
92
Aberdeen Group
United Kingdom
$397K -$14.2M -582,792 -97%
AIG
93
American International Group
New York
$385K +$7.68K +315 +2%
Mirae Asset Global Investments
94
Mirae Asset Global Investments
South Korea
$351K +$13.9K +572 +4%
PCM
95
Parsons Capital Management
Rhode Island
$334K +$30.5K +1,250 +10%
SYBT
96
Stock Yards Bank & Trust
Kentucky
$324K – – –
BFC
97
Banc Funds Company
Illinois
$311K – – –
EGM
98
Engineers Gate Manager
New York
$309K +$309K +12,683 New
VOYA Investment Management
99
VOYA Investment Management
Georgia
$303K – – –
Victory Capital Management
100
Victory Capital Management
Texas
$296K +$4.22K +173 +1%
2 3
4
5 6