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Live Oak Bancshares
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Overview Fund Activity

191 hedge funds and large institutions have $1.31B invested in Live Oak Bancshares in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+18
Holders Change %
+10.4%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
40
Increased
53
Reduced
64
Closed
20
Calls
$5.66M
Puts
$1.85M
Net Calls
+$3.8M
Net Calls Change
+$1.42M

Top Buyers

1
BlackRock
BlackRock
New York
$131M
2
Morgan Stanley
Morgan Stanley
New York
$14.4M
3
DCM
Driehaus Capital Management
Illinois
$9.38M
4
Ameriprise
Ameriprise
Minnesota
$40.2M
5
JAM
Jupiter Asset Management
United Kingdom
$6.5M

Top Sellers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$87M
2
SAM
Southernsun Asset Management
Tennessee
$38.9M
3
Federated Hermes
Federated Hermes
Pennsylvania
$3.37M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.95M
5
CP
CenterBook Partners
Connecticut
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIP
126
Peachtree Investment Partners
Florida
$298K +$298K +6,548 New
RJFSA
127
Raymond James Financial Services Advisors
Florida
$284K +$284K +6,252 New
Creative Planning
128
Creative Planning
Kansas
$280K +$280K +6,159 New
ProShare Advisors
129
ProShare Advisors
Maryland
$254K +$254K +5,572 New
SF
130
Synovus Financial
Georgia
$250K +$250K +5,500 New
DA
131
Duality Advisers
Florida
$249K +$249K +5,478 New
CA
132
Cetera Advisors
Colorado
$246K +$246K +5,406 New
Public Employees Retirement Association of Colorado
133
Public Employees Retirement Association of Colorado
Colorado
$237K – – –
TFS
134
Thoroughbred Financial Services
Tennessee
$236K +$236K +5,187 New
DC
135
Davenport & Co
Virginia
$228K +$228K +5,000 New
Fuller & Thaler Asset Management
136
Fuller & Thaler Asset Management
California
$221K -$1.21M -26,618 -85%
AWM
137
Apollon Wealth Management
South Carolina
$216K +$216K +4,756 New
AIA
138
Arbor Investment Advisors
North Carolina
$211K +$211K +4,630 New
US Bancorp
139
US Bancorp
Minnesota
$209K -$592 -13 -0.3%
Mariner
140
Mariner
Kansas
$209K +$209K +4,590 New
Pathstone Holdings
141
Pathstone Holdings
New Jersey
$208K +$208K +4,573 New
ECG
142
Edge Capital Group
Georgia
$201K +$201K +4,425 New
Osaic Holdings
143
Osaic Holdings
Arizona
$185K -$506K -11,112 -73%
Fidelity Investments
144
Fidelity Investments
Massachusetts
$162K +$8.6K +189 +6%
AIP
145
Ameritas Investment Partners
Nebraska
$152K – – –
CWP
146
Concord Wealth Partners
Virginia
$147K -$1.27K -28 -0.9%
TFA
147
Toth Financial Advisory
Virginia
$137K +$35.3K +775 +35%
AB
148
Amalgamated Bank
New York
$134K -$15.5K -341 -10%
Canada Life
149
Canada Life
Manitoba, Canada
$132K – – –
GRP
150
Global Retirement Partners
California
$113K -$921 -23 -0.8%
4 5
6
7 8