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Live Oak Bancshares

188 hedge funds and large institutions have $865M invested in Live Oak Bancshares in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+14
Holders Change %
+8.05%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
63
Reduced
55
Closed
19
Calls
$3.32M
Puts
$373K
Net Calls
+$2.94M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$26K +$1.85K +58 +8%
BWP
152
Baldwin Wealth Partners
Massachusetts
$25K
AIP
153
Almanack Investment Partners
Pennsylvania
$22K +$22K +706 New
Simplex Trading
154
Simplex Trading
Illinois
$18K -$304 -10 -2%
APA
155
American Portfolios Advisors
New York
$15.3K
CFFP
156
Center for Financial Planning
Michigan
$15K
QCG
157
Quadrant Capital Group
Ohio
$14K +$12K +405 +596%
Macquarie Group
158
Macquarie Group
Australia
$13K -$22.4K -272 -63%
AF
159
Allworth Financial
California
$11K +$10.8K +343 +5,717%
WTC
160
WhitTier Trust Company
Nevada
$11K +$11K +346 New
JWA
161
JFS Wealth Advisors
Pennsylvania
$6K -$641 -22 -10%
PCA
162
Providence Capital Advisors
North Carolina
$6K
HNB
163
Huntington National Bank
Ohio
$6K
LC
164
Lindbrook Capital
California
$6K +$5.8K +175 +2,917%
SFA
165
Semmax Financial Advisors
North Carolina
$5K
SSB
166
Sandy Spring Bank
Maryland
$5K +$5K +151 New
RA
167
Rise Advisors
New York
$4K
AIM
168
Anchor Investment Management
South Carolina
$3.06K +$3.06K +100 New
TFA
169
Toth Financial Advisory
Virginia
$3K
PAI
170
Pittenger & Anderson Inc
Nebraska
$3K
TWA
171
TCI Wealth Advisors
Arizona
$3K +$3K +95 New
ACM
172
Aquatic Capital Management
Illinois
$3K +$3K +100 New
SWM
173
Sugarloaf Wealth Management
Georgia
$2K
AWM
174
Abound Wealth Management
Tennessee
$1.23K +$1.23K +40 New
CA
175
Clearstead Advisors
Ohio
$1K