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Live Oak Bancshares
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Overview Fund Activity

173 hedge funds and large institutions have $817M invested in Live Oak Bancshares in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+13
Holders Change %
+8.13%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
60
Reduced
43
Closed
11
Calls
$4.96M
Puts
$2.58M
Net Calls
+$2.38M
Net Calls Change
-$546K

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$50.9M
2
Millennium Management
Millennium Management
New York
$7.57M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$3.27M
4
CSS
Cubist Systematic Strategies
Connecticut
$2.71M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$3.26M

Top Sellers

1
State Street
State Street
Massachusetts
$27.7M
2
BlackRock
BlackRock
New York
$75.4M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$61.6M
4
Goldman Sachs
Goldman Sachs
New York
$5.58M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$3.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
126
Fidelity Investments
Massachusetts
$97.6K +$6.57K +227 +7%
AIP
127
Ameritas Investment Partners
Nebraska
$96.8K +$24.7K +853 +34%
AB
128
Amalgamated Bank
New York
$95K – – –
CWP
129
Concord Wealth Partners
Virginia
$94.2K – – –
PMEF
130
Point72 Middle East FZE
United Arab Emirates
$85.5K +$85.5K +2,953 New
Canada Life
131
Canada Life
Manitoba, Canada
$85K +$65K +2,236 +326%
GRP
132
Global Retirement Partners
California
$78K -$41.7K -1,523 -35%
TFA
133
Toth Financial Advisory
Virginia
$64.4K +$61.5K +2,125 +2,125%
MLICM
134
Metropolitan Life Insurance Company (MetLife)
New York
$58.5K +$7.15K +247 +14%
LWANC
135
Laurel Wealth Advisors (North Carolina)
North Carolina
$46.3K – – –
GWS
136
Glassman Wealth Services
Virginia
$43.4K +$43.4K +1,500 New
Allspring Global Investments
137
Allspring Global Investments
North Carolina
$40.1K +$16K +551 +66%
CBT
138
Central Bank & Trust
Kentucky
$35.3K – – –
AIM
139
Anchor Investment Management
South Carolina
$30.4K -$1.45K -50 -5%
QCG
140
Quadrant Capital Group
Ohio
$30.2K +$463 +16 +2%
CSPIA
141
Cary Street Partners Investment Advisory
Virginia
$29K – – –
TRCT
142
Tower Research Capital (TRC)
New York
$28.2K +$2.78K +96 +11%
Point72 Asset Management
143
Point72 Asset Management
Connecticut
$27.7K +$27.7K +957 New
WTC
144
WhitTier Trust Company
Nevada
$21.3K – – –
RTC
145
Riverview Trust Company
Washington
$19.8K – – –
BCWM
146
Bartlett & Co Wealth Management
Ohio
$14.5K – – –
CFFP
147
Center for Financial Planning
Michigan
$14.5K – – –
BC
148
Bartlett & Co
Ohio
$14K – – –
WT
149
Whittier Trust
California
$11.9K -$29 -1 -0.2%
FHA
150
First Horizon Advisors
Tennessee
$11.6K +$11.6K +400 New
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6
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