LOB icon

Live Oak Bancshares

207 hedge funds and large institutions have $1.46B invested in Live Oak Bancshares in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 81 increasing their positions, 50 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-5
Holders Change %
-2.36%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
40
Increased
81
Reduced
50
Closed
42
Calls
$5.01M
Puts
$3.22M
Net Calls
+$1.79M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Shares
Change %
VI
151
Versor Investments
New York
$222K +$222K +4,361 New
Envestnet Asset Management
152
Envestnet Asset Management
Illinois
$213K +$213K +4,177 New
LAI
153
Legal Advantage Investments
California
$212K -$237K -4,675 -53%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$210K -$58.2K -1,142 -22%
Osaic Holdings
155
Osaic Holdings
Arizona
$209K +$573 +12 +0.3%
AWS
156
Atria Wealth Solutions
New York
$204K +$204K +4,015 New
OWM
157
OneAscent Wealth Management
Alabama
$203K +$203K +3,983 New
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$187K -$4.69K -92 -2%
US Bancorp
159
US Bancorp
Minnesota
$160K
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$156K +$863 +17 +0.6%
PHK
161
Point72 Hong Kong
Hong Kong
$142K +$64.3K +1,262 +83%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$137K -$2.5M -49,049 -95%
AIP
163
Ameritas Investment Partners
Nebraska
$127K
GWM
164
Geneos Wealth Management
Colorado
$122K
CLOS
165
Compagnie Lombard Odier SCmA
Switzerland
$102K +$102K +2,000 New
MLICM
166
Metropolitan Life Insurance Company (MetLife)
New York
$101K -$325K -6,380 -76%
Canada Life
167
Canada Life
Manitoba, Canada
$98K
LWANC
168
Laurel Wealth Advisors (North Carolina)
North Carolina
$81K
GWS
169
Glassman Wealth Services
Virginia
$76K +$76K +1,500 New
CBT
170
Central Bank & Trust
Kentucky
$62K
Ensign Peak Advisors
171
Ensign Peak Advisors
Utah
$60K
SLWA
172
San Luis Wealth Advisors
California
$52K +$52K +593 New
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$51K
BWP
174
Baldwin Wealth Partners
Massachusetts
$41K +$2.56K +50 +7%
ACM
175
Aquatic Capital Management
Illinois
$41K +$5.13K +100 +14%