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Live Oak Bancshares
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Overview Fund Activity

173 hedge funds and large institutions have $817M invested in Live Oak Bancshares in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+13
Holders Change %
+8.13%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
60
Reduced
43
Closed
11
Calls
$4.96M
Puts
$2.58M
Net Calls
+$2.38M
Net Calls Change
-$546K

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$50.9M
2
Millennium Management
Millennium Management
New York
$7.57M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$3.27M
4
CSS
Cubist Systematic Strategies
Connecticut
$2.71M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$3.26M

Top Sellers

1
State Street
State Street
Massachusetts
$27.7M
2
BlackRock
BlackRock
New York
$75.4M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$61.6M
4
Goldman Sachs
Goldman Sachs
New York
$5.58M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$3.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
Balyasny Asset Management
76
Balyasny Asset Management
Illinois
$662K -$184K -6,355 -22%
Citigroup
77
Citigroup
New York
$594K -$747K -25,791 -56%
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$589K +$300K +10,373 +104%
ACP
79
Arcus Capital Partners
Georgia
$579K – – –
HCA
80
Harbor Capital Advisors
Illinois
$562K -$147K -5,084 -21%
T. Rowe Price Associates
81
T. Rowe Price Associates
Maryland
$560K – – –
HF
82
HRT Financial
New York
$557K +$557K +19,249 New
CIA
83
Capital Impact Advisors
Massachusetts
$544K +$381K +13,148 +233%
NSEDCP
84
NJ State Employees Deferred Compensation Plan
New Jersey
$521K – – –
Squarepoint
85
Squarepoint
New York
$510K -$105K -3,612 -17%
MIM
86
MetLife Investment Management
New Jersey
$509K – – –
PIMG
87
Patriot Investment Management Group
Tennessee
$509K – – –
AIG
88
American International Group
New York
$486K +$17.3K +597 +4%
Osaic Holdings
89
Osaic Holdings
Arizona
$440K +$129K +4,460 +42%
VI
90
Versor Investments
New York
$436K +$136K +4,682 +45%
NYLIM
91
New York Life Investment Management
New York
$422K -$67.3K -2,325 -14%
SG Americas Securities
92
SG Americas Securities
New York
$420K +$420K +14,506 New
Mirae Asset Global Investments
93
Mirae Asset Global Investments
South Korea
$416K – – –
Janus Henderson Group
94
Janus Henderson Group
United Kingdom
$413K +$87 +3 +0%
Nisa Investment Advisors
95
Nisa Investment Advisors
Missouri
$409K – – –
EMFAT
96
Emerald Mutual Fund Advisers Trust
Pennsylvania
$405K – – –
PCM
97
Parsons Capital Management
Rhode Island
$397K – – –
VOYA Investment Management
98
VOYA Investment Management
Georgia
$393K +$5.47K +189 +1%
SYBT
99
Stock Yards Bank & Trust
Kentucky
$385K – – –
New York State Common Retirement Fund
100
New York State Common Retirement Fund
New York
$379K +$348 +12 +0.1%
2 3
4
5 6