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Live Oak Bancshares

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
Name Holding Trade Value Shares
Change
Shares
Change %
HR
101
Howe & Rusling
New York
$236K +$236K +8,985 New
QC
102
Quent Capital
New York
$234K
SSWM
103
Smith Salley Wealth Management
North Carolina
$226K
Jane Street
104
Jane Street
New York
$221K -$485K -18,438 -69%
LPL Financial
105
LPL Financial
California
$219K +$219K +8,339 New
AFGAS
106
Allegiance Financial Group Advisory Services
Virginia
$210K +$210K +7,983 New
CF
107
Centaurus Financial
California
$202K -$9.88K -375 -5%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$195K +$39.6K +1,497 +25%
State of Tennessee, Department of Treasury
109
State of Tennessee, Department of Treasury
Tennessee
$195K +$195K +7,400 New
CIA
110
Capital Impact Advisors
Massachusetts
$148K
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$146K +$146K +5,530 New
QT
112
Quantbot Technologies
New York
$138K +$138K +5,239 New
Public Employees Retirement Association of Colorado
113
Public Employees Retirement Association of Colorado
Colorado
$137K
US Bancorp
114
US Bancorp
Minnesota
$121K -$13.2K -501 -10%
GRP
115
Global Retirement Partners
California
$115K +$105 +4 +0.1%
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$108K
AB
117
Amalgamated Bank
New York
$87K -$27.7K -1,046 -24%
CWP
118
Concord Wealth Partners
Virginia
$85.6K +$84.9K +3,226 +11,521%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$82.8K +$16.7K +633 +25%
Amundi
120
Amundi
France
$77.7K
AIP
121
Ameritas Investment Partners
Nebraska
$65.6K
MLICM
122
Metropolitan Life Insurance Company (MetLife)
New York
$46.7K
LWANC
123
Laurel Wealth Advisors (North Carolina)
North Carolina
$42.1K
CBT
124
Central Bank & Trust
Kentucky
$32.1K
AIM
125
Anchor Investment Management
South Carolina
$28.9K +$26.3K +1,000 +1,000%