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Live Oak Bancshares
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Overview Fund Activity

212 hedge funds and large institutions have $2.34B invested in Live Oak Bancshares in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+47
Holders Change %
+28.48%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
59
Increased
57
Reduced
53
Closed
12
Calls
$18.6M
Puts
$5.94M
Net Calls
+$12.7M
Net Calls Change
-$4.49M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$205M
2
Capital International Investors
2
Capital International Investors
California
$35M
3
American Century Companies
3
American Century Companies
Missouri
$24.8M
4
RCW
4
Rheos Capital Works
Japan
$26.6M
5
State Street
5
State Street
Massachusetts
$114M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$86.3M
2
EC
2
EJF Capital
Virginia
$6.07M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$468M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$48.7M
5
CS
5
Credit Suisse
Switzerland
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
151
Slow Capital
California
$288K +$288K +3,303 New
US Bancorp
152
US Bancorp
Minnesota
$274K – – –
Cambridge Investment Research Advisors
153
Cambridge Investment Research Advisors
Iowa
$269K +$269K +3,077 New
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$266K +$2.52K +29 +1%
AGA
155
Accuvest Global Advisors
Utah
$262K +$262K +3,000 New
IAA
156
Ironsides Asset Advisors
North Carolina
$262K +$262K +3,000 New
IC
157
IEQ Capital
California
$262K +$262K +3,000 New
VFA
158
Values First Advisors
Tennessee
$257K +$257K +2,949 New
Balyasny Asset Management
159
Balyasny Asset Management
Illinois
$255K -$282K -3,229 -52%
OFS
160
OneAscent Financial Services
Alabama
$253K +$253K +2,899 New
CCIA
161
Cherry Creek Investment Advisors
Colorado
$248K +$248K +2,837 New
EM
162
Excalibur Management
Massachusetts
$237K +$237K +2,710 New
GAM
163
Griffin Asset Management
New York
$236K +$236K +2,707 New
HSBC Holdings
164
HSBC Holdings
United Kingdom
$233K +$233K +2,653 New
ACM
165
AlphaCrest Capital Management
New York
$229K +$229K +2,625 New
AIP
166
Ameritas Investment Partners
Nebraska
$218K – – –
Prudential Financial
167
Prudential Financial
New Jersey
$216K +$216K +2,480 New
GWM
168
Geneos Wealth Management
Colorado
$209K – – –
TRCT
169
Tower Research Capital (TRC)
New York
$194K -$19.7K -225 -9%
Canada Life
170
Canada Life
Manitoba, Canada
$157K – – –
LWANC
171
Laurel Wealth Advisors (North Carolina)
North Carolina
$140K – – –
PHK
172
Point72 Hong Kong
Hong Kong
$133K -$91.5K -1,048 -41%
CBT
173
Central Bank & Trust
Kentucky
$107K +$4.21K +48 +4%
Ensign Peak Advisors
174
Ensign Peak Advisors
Utah
$103K +$103K +1,180 New
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$87K – – –
5 6
7
8 9