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Live Oak Bancshares
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Overview Fund Activity

191 hedge funds and large institutions have $1.31B invested in Live Oak Bancshares in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+18
Holders Change %
+10.4%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
40
Increased
53
Reduced
64
Closed
20
Calls
$5.66M
Puts
$1.85M
Net Calls
+$3.8M
Net Calls Change
+$1.42M

Top Buyers

1
BlackRock
BlackRock
New York
$131M
2
Morgan Stanley
Morgan Stanley
New York
$14.4M
3
DCM
Driehaus Capital Management
Illinois
$9.38M
4
Ameriprise
Ameriprise
Minnesota
$40.2M
5
JAM
Jupiter Asset Management
United Kingdom
$6.5M

Top Sellers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$87M
2
SAM
Southernsun Asset Management
Tennessee
$38.9M
3
Federated Hermes
Federated Hermes
Pennsylvania
$3.37M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.95M
5
CP
CenterBook Partners
Connecticut
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
76
Royce & Associates
New York
$1.41M -$751K -16,514 -35%
S
77
SignatureFD
Georgia
$1.29M +$13.4K +294 +1%
CIC
78
Cornercap Investment Counsel
Georgia
$1.28M +$1.28M +28,235 New
UBS AM
79
UBS AM
Illinois
$1.23M – – –
PVM
80
Palogic Value Management
Texas
$1.15M -$1.58M -34,817 -58%
SEI Investments
81
SEI Investments
Pennsylvania
$1.07M +$546K +11,998 +105%
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
$935K +$567K +12,466 +154%
T. Rowe Price Associates
83
T. Rowe Price Associates
Maryland
$926K +$46.7K +1,026 +5%
ACP
84
Arcus Capital Partners
Georgia
$910K – – –
First Trust Advisors
85
First Trust Advisors
Illinois
$851K -$3.08M -67,696 -78%
HCA
86
Harbor Capital Advisors
Illinois
$843K -$40.7K -894 -5%
NSEDCP
87
NJ State Employees Deferred Compensation Plan
New Jersey
$819K – – –
MIM
88
MetLife Investment Management
New Jersey
$800K – – –
AIG
89
American International Group
New York
$761K -$3.05K -67 -0.4%
Mirae Asset Global Investments
90
Mirae Asset Global Investments
South Korea
$713K +$59K +1,296 +9%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$663K +$227K +4,996 +52%
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$659K +$64.4K +1,415 +11%
Janus Henderson Group
93
Janus Henderson Group
United Kingdom
$648K -$1.18K -26 -0.2%
NYLIM
94
New York Life Investment Management
New York
$645K -$18.9K -416 -3%
Nisa Investment Advisors
95
Nisa Investment Advisors
Missouri
$643K – – –
VOYA Investment Management
96
VOYA Investment Management
Georgia
$624K +$6.33K +139 +1%
DFCM
97
Dark Forest Capital Management
Puerto Rico
$609K -$2.13M -46,888 -78%
SYBT
98
Stock Yards Bank & Trust
Kentucky
$605K – – –
PCM
99
Parsons Capital Management
Rhode Island
$601K -$22.8K -500 -4%
State of Wisconsin Investment Board
100
State of Wisconsin Investment Board
Wisconsin
$599K -$464K -10,193 -44%
2 3
4
5 6