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Live Oak Bancshares

165 hedge funds and large institutions have $1.61B invested in Live Oak Bancshares in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
54
Reduced
47
Closed
17
Calls
$24.1M
Puts
$6.9M
Net Calls
+$17.2M
Net Calls Change
+$6.08M
Name Holding Trade Value Shares
Change
Shares
Change %
PHK
126
Point72 Hong Kong
Hong Kong
$164K -$9.38K -147 -5%
GWM
127
Geneos Wealth Management
Colorado
$160K
AIP
128
Ameritas Investment Partners
Nebraska
$159K
TRCT
129
Tower Research Capital (TRC)
New York
$156K -$245K -3,842 -61%
Robeco Institutional Asset Management
130
Robeco Institutional Asset Management
Netherlands
$134K -$134K -2,108 -50%
Simplex Trading
131
Simplex Trading
Illinois
$129K
DFCM
132
Dark Forest Capital Management
Puerto Rico
$117K +$117K +1,831 New
Canada Life
133
Canada Life
Manitoba, Canada
$116K
LWANC
134
Laurel Wealth Advisors (North Carolina)
North Carolina
$102K
Macquarie Group
135
Macquarie Group
Australia
$90K
CBT
136
Central Bank & Trust
Kentucky
$75K
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$64K
QT
138
Quantbot Technologies
New York
$60K -$569K -9,082 -90%
GCM
139
Gables Capital Management
Florida
$51K
BWP
140
Baldwin Wealth Partners
Massachusetts
$48K
DOA
141
D'Orazio & Associates
Virginia
$32K
CFFP
142
Center for Financial Planning
Michigan
$32K
APA
143
American Portfolios Advisors
New York
$31.8K
IA
144
IFP Advisors
Florida
$16K -$4.99K -82 -24%
TCWM
145
Total Clarity Wealth Management
Illinois
$16K +$16K +250 New
CFA
146
Carroll Financial Associates
North Carolina
$14K
HNB
147
Huntington National Bank
Ohio
$13K -$11.5K -177 -47%
PCA
148
Providence Capital Advisors
North Carolina
$13K
JWA
149
JFS Wealth Advisors
Pennsylvania
$13K +$13K +200 New
ADL
150
Asset Dedication LLC
California
$11K