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Live Oak Bancshares

173 hedge funds and large institutions have $686M invested in Live Oak Bancshares in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 46 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-15
Holders Change %
-7.98%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
67
Reduced
46
Closed
36
Calls
$2.11M
Puts
$1.21M
Net Calls
+$903K
Net Calls Change
-$365K
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
126
Fidelity Investments
Massachusetts
$61.2K -$7.87K -323 -11%
AIP
127
Ameritas Investment Partners
Nebraska
$60.7K
Canada Life
128
Canada Life
Manitoba, Canada
$44K
MLICM
129
Metropolitan Life Insurance Company (MetLife)
New York
$43.3K -$5.34K -219 -11%
LWANC
130
Laurel Wealth Advisors (North Carolina)
North Carolina
$39K
Citigroup
131
Citigroup
New York
$30.6K -$5.51K -226 -15%
CBT
132
Central Bank & Trust
Kentucky
$29.7K
QCG
133
Quadrant Capital Group
Ohio
$26.2K +$11K +450 +72%
CSPIA
134
Cary Street Partners Investment Advisory
Virginia
$24.4K
TRCT
135
Tower Research Capital (TRC)
New York
$23K -$24.1K -993 -51%
TFP
136
Tilia Fiduciary Partners
North Carolina
$19.8K +$219 +9 +1%
Allspring Global Investments
137
Allspring Global Investments
North Carolina
$18.6K -$17.9K -735 -49%
WTC
138
WhitTier Trust Company
Nevada
$17.9K
Nisa Investment Advisors
139
Nisa Investment Advisors
Missouri
$14K -$150K -6,250 -91%
CFFP
140
Center for Financial Planning
Michigan
$12.2K
RTC
141
Riverview Trust Company
Washington
$10.6K
HFS
142
Hantz Financial Services
Michigan
$6K -$2.2M -94,150 -100%
BTI
143
Blue Trust Inc
Georgia
$5K
HNB
144
Huntington National Bank
Ohio
$4.87K
PCA
145
Providence Capital Advisors
North Carolina
$4.87K
AAS
146
Ameritas Advisory Services
Nebraska
$4.17K +$4.17K +175 New
PA
147
Parallel Advisors
California
$4.12K +$634 +26 +18%
RA
148
Rise Advisors
New York
$2.99K +$24 +1 +0.8%
SSC
149
Syverson Strege & Co
Iowa
$2.83K +$2.83K +116 New
TFA
150
Toth Financial Advisory
Virginia
$2.44K