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Live Oak Bancshares

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
126
Citigroup
New York
$167K +$6.89K +204 +4%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$140K
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$124K -$407 -12 -0.3%
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$119K -$93.7K -2,764 -44%
US Bancorp
130
US Bancorp
Minnesota
$106K
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$105K +$1.42K +42 +1%
Fidelity Investments
132
Fidelity Investments
Massachusetts
$94K +$2.98K +88 +3%
AIP
133
Ameritas Investment Partners
Nebraska
$84K
GWM
134
Geneos Wealth Management
Colorado
$82K
MLICM
135
Metropolitan Life Insurance Company (MetLife)
New York
$67.6K
Canada Life
136
Canada Life
Manitoba, Canada
$61K
LWANC
137
Laurel Wealth Advisors (North Carolina)
North Carolina
$54K
GWS
138
Glassman Wealth Services
Virginia
$51K
CBT
139
Central Bank & Trust
Kentucky
$41K
Ensign Peak Advisors
140
Ensign Peak Advisors
Utah
$40K
Allspring Global Investments
141
Allspring Global Investments
North Carolina
$34K -$128K -3,855 -79%
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$34K
BWP
143
Baldwin Wealth Partners
Massachusetts
$27K
PCG
144
Private Capital Group
Connecticut
$27K +$1.41K +42 +5%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$26K +$26K +758 New
TFP
146
Tilia Fiduciary Partners
North Carolina
$25K +$4.97K +156 +25%
TRCT
147
Tower Research Capital (TRC)
New York
$25K +$20.5K +615 +456%
Simplex Trading
148
Simplex Trading
Illinois
$20K +$20K +602 New
CFFP
149
Center for Financial Planning
Michigan
$17K
APA
150
American Portfolios Advisors
New York
$16.9K