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Live Oak Bancshares

188 hedge funds and large institutions have $866M invested in Live Oak Bancshares in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 62 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
Holders Change %
0%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
56
Reduced
62
Closed
26
Calls
$2.17M
Puts
$906K
Net Calls
+$1.27M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$123K +$7.82K +259 +7%
WT
127
Whittier Trust
California
$106K +$56.9K +1,883 +115%
GRP
128
Global Retirement Partners
California
$96.7K +$40.1K +1,327 +71%
CWP
129
Concord Wealth Partners
Virginia
$93K +$93K +3,080 New
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$93K -$1.33K -44 -1%
Amundi
131
Amundi
France
$92.5K +$92.5K +2,911 New
CWC
132
Carolinas Wealth Consulting
North Carolina
$90.6K
Fidelity Investments
133
Fidelity Investments
Massachusetts
$85.7K +$1.3K +43 +2%
AIP
134
Ameritas Investment Partners
Nebraska
$78K
MLICM
135
Metropolitan Life Insurance Company (MetLife)
New York
$60.2K
TRCT
136
Tower Research Capital (TRC)
New York
$59K -$506K -16,641 -90%
Canada Life
137
Canada Life
Manitoba, Canada
$55K
LWANC
138
Laurel Wealth Advisors (North Carolina)
North Carolina
$48.3K
GWS
139
Glassman Wealth Services
Virginia
$45.3K
Allspring Global Investments
140
Allspring Global Investments
North Carolina
$45.2K -$997 -33 -2%
ACM
141
Aquatic Capital Management
Illinois
$45K +$42K +1,400 +1,400%
Citigroup
142
Citigroup
New York
$44.8K -$26.3K -872 -37%
CBT
143
Central Bank & Trust
Kentucky
$36.9K
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$30.2K
CSPIA
145
Cary Street Partners Investment Advisory
Virginia
$30.2K +$30.2K +1,000 New
Dimensional Fund Advisors
146
Dimensional Fund Advisors
Texas
$29.4K +$2.37K +78,606 +9%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$24.5K -$181 -6 -0.7%
TFP
148
Tilia Fiduciary Partners
North Carolina
$24.2K +$30 +1 +0.1%
DFCM
149
Dark Forest Capital Management
Puerto Rico
$23.3K +$23.3K +773 New
WTC
150
WhitTier Trust Company
Nevada
$22.2K +$11.7K +389 +112%