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Live Oak Bancshares
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Overview Fund Activity

174 hedge funds and large institutions have $988M invested in Live Oak Bancshares in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 59 reducing their positions, and 48 closing their positions.

Holders
174
Holders Change
-33
Holders Change %
-15.94%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
20
Increased
53
Reduced
59
Closed
48
Calls
$1.46M
Puts
$1.65M
Net Calls
-$194K
Net Calls Change
-$1.99M

Top Buyers

1
Diamond Hill Capital Management
1
Diamond Hill Capital Management
Ohio
$74.1M
2
CRC
2
Curi RMB Capital
Illinois
$10.2M
3
SIC
3
Salem Investment Counselors
North Carolina
$8.89M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$191M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$10.3M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
DCM
2
Driehaus Capital Management
Illinois
$0
3
Capital International Investors
3
Capital International Investors
California
$0
4
American Century Companies
4
American Century Companies
Missouri
$2.49M
5
State Street
5
State Street
Massachusetts
$68.8M
Name Market Value Shares Shares
Change 		Shares
Change %
EGM
101
Engineers Gate Manager
New York
$392K 11,572 -1,958 -14%
Fuller & Thaler Asset Management
102
Fuller & Thaler Asset Management
California
$383K 11,300 -1,075 -9%
PCM
103
Parsons Capital Management
Rhode Island
$383K 11,300 – –
RJFSA
104
Raymond James Financial Services Advisors
Florida
$371K 10,941 -8,216 -43%
CCIA
105
Campbell & Co Investment Adviser
Maryland
$359K 10,601 +5,515 +108%
STA
106
Summit Trail Advisors
New York
$358K 10,550 – –
Select Equity Group
107
Select Equity Group
New York
$305K 9,012 +3,606 +67%
ASRS
108
Arizona State Retirement System
Arizona
$301K 8,885 +147 +2%
AWM
109
Apollon Wealth Management
South Carolina
$295K 8,711 -1,415 -14%
LPL Financial
110
LPL Financial
California
$291K 8,590 -1,703 -17%
Cerity Partners
111
Cerity Partners
New York
$263K 7,777 +34 +0.4%
SSWM
112
Smith Salley Wealth Management
North Carolina
$261K 7,704 – –
PIP
113
Peachtree Investment Partners
Florida
$254K 7,509 +6 +0.1%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$249K 7,345 -6,521 -47%
QT
115
Quantbot Technologies
New York
$245K 7,237 -2,450 -25%
Victory Capital Management
116
Victory Capital Management
Texas
$235K 6,943 -1,435 -17%
GLA
117
Great Lakes Advisors
Illinois
$234K 6,916 -3,962 -36%
Handelsbanken Fonder
118
Handelsbanken Fonder
Sweden
$234K 6,900 – –
CF
119
Centaurus Financial
California
$213K 6,290 – –
AA
120
ALPS Advisors
Colorado
$212K 6,266 -65 -1%
TC
121
TwinBeech Capital
New York
$200K 5,908 +5,908 New
CIA
122
Capital Impact Advisors
Massachusetts
$178K 5,241 -5,384 -51%
Public Employees Retirement Association of Colorado
123
Public Employees Retirement Association of Colorado
Colorado
$177K 5,214 – –
AB
124
Amalgamated Bank
New York
$169K 4,975 -247 -5%
Osaic Holdings
125
Osaic Holdings
Arizona
$168K 4,977 +603 +14%
3 4
5
6 7