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Live Oak Bancshares
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Overview Fund Activity

188 hedge funds and large institutions have $865M invested in Live Oak Bancshares in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 19 closing their positions.

Holders
188
Holders Change
+14
Holders Change %
+8.05%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
34
Increased
63
Reduced
55
Closed
19
Calls
$3.32M
Puts
$373K
Net Calls
+$2.94M
Net Calls Change
+$3.14M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$52.9M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$13.2M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$5.84M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$4.94M
5
RCW
5
Rheos Capital Works
Japan
$11.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$574K
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$1.26M
3
State Street
3
State Street
Massachusetts
$41.1M
4
EA
4
Emerald Advisers
Pennsylvania
$424K
5
EMFAT
5
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.28M
Name Market Value Shares Shares
Change 		Shares
Change %
QC
101
Quent Capital
New York
$404K 13,200 – –
Tudor Investment Corp
102
Tudor Investment Corp
Connecticut
$398K 13,002 +13,002 New
BFC
103
Banc Funds Company
Illinois
$390K 12,750 – –
PCM
104
Parsons Capital Management
Rhode Island
$381K 12,450 +1,150 +10%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$380K 12,430 – –
E
106
Ergoteles
New York
$341K 11,128 +11,128 New
Barclays
107
Barclays
United Kingdom
$326K 10,662 -10,292 -49%
STA
108
Summit Trail Advisors
New York
$323K 10,550 – –
TC
109
TwinBeech Capital
New York
$318K 10,382 +4,474 +76%
YIH
110
Y-Intercept (HK)
Hong Kong
$305K 9,961 +9,961 New
RJFSA
111
Raymond James Financial Services Advisors
Florida
$299K 9,774 -1,167 -11%
Select Equity Group
112
Select Equity Group
New York
$276K 9,012 – –
ASRS
113
Arizona State Retirement System
Arizona
$273K 8,927 +42 +0.5%
AWM
114
Apollon Wealth Management
South Carolina
$264K 8,612 -99 -1%
Fuller & Thaler Asset Management
115
Fuller & Thaler Asset Management
California
$263K 8,597 -2,703 -24%
FPAS
116
Focus Partners Advisor Solutions
Missouri
$259K 8,476 +8,476 New
LPL Financial
117
LPL Financial
California
$256K 8,369 -221 -3%
EGM
118
Engineers Gate Manager
New York
$246K 8,052 -3,520 -30%
Jane Street
119
Jane Street
New York
$238K 7,793 +7,793 New
SSWM
120
Smith Salley Wealth Management
North Carolina
$236K 7,704 – –
Victory Capital Management
121
Victory Capital Management
Texas
$232K 7,583 +640 +9%
GAM
122
Gotham Asset Management
New York
$231K 7,536 +7,536 New
PIP
123
Peachtree Investment Partners
Florida
$230K 7,514 +5 +0.1%
Handelsbanken Fonder
124
Handelsbanken Fonder
Sweden
$211K 6,900 – –
CIA
125
Capital Impact Advisors
Massachusetts
$210K 6,510 +1,269 +24%
3 4
5
6 7