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Live Oak Bancshares
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Overview Fund Activity

174 hedge funds and large institutions have $988M invested in Live Oak Bancshares in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 59 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-33
Holders Change %
-15.94%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
20
Increased
53
Reduced
59
Closed
48
Calls
$1.46M
Puts
$1.65M
Net Calls
-$194K
Net Calls Change
-$1.99M

Top Buyers

1
Diamond Hill Capital Management
1
Diamond Hill Capital Management
Ohio
$74.1M
2
CRC
2
Curi RMB Capital
Illinois
$10.2M
3
SIC
3
Salem Investment Counselors
North Carolina
$8.89M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$191M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$10.3M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
DCM
2
Driehaus Capital Management
Illinois
$0
3
Capital International Investors
3
Capital International Investors
California
$0
4
American Century Companies
4
American Century Companies
Missouri
$2.49M
5
State Street
5
State Street
Massachusetts
$68.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
151
Macquarie Group
Australia
$15K – – –
TCWM
152
Total Clarity Wealth Management
Illinois
$15K +$15K +430 New
JWA
153
JFS Wealth Advisors
Pennsylvania
$8K +$912 +26 +13%
PCA
154
Providence Capital Advisors
North Carolina
$7K – – –
HNB
155
Huntington National Bank
Ohio
$7K – – –
SFA
156
Semmax Financial Advisors
North Carolina
$6K – – –
RA
157
Rise Advisors
New York
$4K – – –
VVP
158
Venture Visionary Partners
Ohio
$3.9K +$3.9K +115 New
TFA
159
Toth Financial Advisory
Virginia
$3K – – –
PAI
160
Pittenger & Anderson Inc
Nebraska
$3K +$1.24K +35 +70%
QCG
161
Quadrant Capital Group
Ohio
$2K – – –
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.67K +45 +500%
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +46 New
MTIC
164
Missouri Trust & Investment Company
Missouri
$1K – – –
CA
165
Clearstead Advisors
Ohio
$1K – – –
SWM
166
Sugarloaf Wealth Management
Georgia
$1K – – –
EI
167
Ellevest Inc
New York
$1K +$1K +16 New
MCM
168
Manchester Capital Management
Vermont
$1K +$1K +26 New
Capital Research Global Investors
169
Capital Research Global Investors
California
– -$47.1M -925,872 Closed
DCM
170
Driehaus Capital Management
Illinois
– -$21.9M -429,694 Closed
Capital International Investors
171
Capital International Investors
California
– -$20.4M -400,900 Closed
ADIM
172
Alpha DNA Investment Management
Maryland
– -$1.21M -23,714 Closed
Jane Street
173
Jane Street
New York
– -$1.08M -21,180 Closed
Balyasny Asset Management
174
Balyasny Asset Management
Illinois
– -$1.05M -20,576 Closed
AWM
175
AE Wealth Management
Kansas
– -$1.01M -19,823 Closed
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