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Live Oak Bancshares
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Overview Fund Activity

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

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$39.1M
2
BlackRock
BlackRock
New York
$72.5M
3
SAM
Southernsun Asset Management
Tennessee
$28.9M
4
Goldman Sachs
Goldman Sachs
New York
$8.74M
5
MFWM
Motley Fool Wealth Management
Virginia
$6.4M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
$6.21M
2
Ameriprise
Ameriprise
Minnesota
$20.5M
3
RCW
Rheos Capital Works
Japan
$0
4
State Street
State Street
Massachusetts
$30.1M
5
SIC
Salem Investment Counselors
North Carolina
$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WHG
76
Westwood Holdings Group
Texas
$499K -$15.2K -577 -3%
ECM
77
ExodusPoint Capital Management
New York
$479K +$479K +18,210 New
NSEDCP
78
NJ State Employees Deferred Compensation Plan
New Jersey
$474K – – –
MIM
79
MetLife Investment Management
New Jersey
$463K – – –
PIMG
80
Patriot Investment Management Group
Tennessee
$463K – – –
NYLIM
81
New York Life Investment Management
New York
$445K -$65.1K -2,473 -13%
AIG
82
American International Group
New York
$426K +$10.5K +400 +3%
Mirae Asset Global Investments
83
Mirae Asset Global Investments
South Korea
$378K – – –
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$375K -$133K -5,050 -26%
Nisa Investment Advisors
85
Nisa Investment Advisors
Missouri
$372K +$356K +13,549 +2,328%
EMFAT
86
Emerald Mutual Fund Advisers Trust
Pennsylvania
$368K -$290K -11,006 -44%
PCM
87
Parsons Capital Management
Rhode Island
$360K – – –
SEI Investments
88
SEI Investments
Pennsylvania
$354K +$39.5K +1,500 +13%
VOYA Investment Management
89
VOYA Investment Management
Georgia
$352K +$25.1K +954 +8%
SYBT
90
Stock Yards Bank & Trust
Kentucky
$350K – – –
New York State Common Retirement Fund
91
New York State Common Retirement Fund
New York
$344K -$111K -4,219 -24%
BFC
92
Banc Funds Company
Illinois
$335K – – –
Osaic Holdings
93
Osaic Holdings
Arizona
$282K +$144K +5,476 +104%
STA
94
Summit Trail Advisors
New York
$278K -$2.53K -96 -0.9%
VI
95
Versor Investments
New York
$273K -$234K -8,875 -46%
Victory Capital Management
96
Victory Capital Management
Texas
$264K -$55.6K -2,113 -17%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$263K -$875K -33,273 -77%
EGM
98
Engineers Gate Manager
New York
$252K -$81.4K -3,095 -24%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$251K +$251K +9,554 New
ASRS
100
Arizona State Retirement System
Arizona
$245K -$6.26K -238 -2%
2 3
4
5 6