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Live Oak Bancshares
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Overview Fund Activity

173 hedge funds and large institutions have $686M invested in Live Oak Bancshares in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 46 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-15
Holders Change %
-7.98%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
67
Reduced
46
Closed
36
Calls
$2.11M
Puts
$1.21M
Net Calls
+$903K
Net Calls Change
-$365K

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$17.6M
2
SAM
Southernsun Asset Management
Tennessee
$22.4M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$12.9M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$29M
5
CP
CenterBook Partners
Connecticut
$3.63M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$29.2M
2
Artisan Partners
Artisan Partners
Wisconsin
$0
3
Aberdeen Group
Aberdeen Group
United Kingdom
$397K
4
Marshall Wace
Marshall Wace
United Kingdom
$1.45M
5
Federated Hermes
Federated Hermes
Pennsylvania
$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
151
Anchor Investment Management
South Carolina
$2.44K – – –
Commonwealth Equity Services
152
Commonwealth Equity Services
Massachusetts
$2.4K +$27 +1,103 +1%
PAI
153
Pittenger & Anderson Inc
Nebraska
$2.07K – – –
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.35K +56 +207%
MCM
155
Manchester Capital Management
Vermont
$1.63K +$1.63K +67 New
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$1.41K -$18.3K -752 -93%
BWP
157
Baldwin Wealth Partners
Massachusetts
$1.22K – – –
MFA
158
McClarren Financial Advisors
Pennsylvania
$1K – – –
EI
159
Ellevest Inc
New York
$999 -$7.85K -322 -89%
AWM
160
Abound Wealth Management
Tennessee
$976 – – –
CA
161
Clearstead Advisors
Ohio
$859 – – –
NSG
162
Nalls Sherbakoff Group
Tennessee
$753 +$753 +31 New
CWP
163
Concord Wealth Partners
Virginia
$682 -$74.3K -3,052 -99%
AF
164
Allworth Financial
California
$610 -$98 -4 -14%
CTA
165
Colonial Trust Advisors
South Carolina
$539 – – –
MTIC
166
Missouri Trust & Investment Company
Missouri
$390 – – –
CYG
167
Clean Yield Group
Vermont
$390 – – –
LC
168
Lindbrook Capital
California
$195 -$2.61K -107 -93%
SC
169
Schubert & Co
Texas
$49 -$172 -7 -78%
SIC
170
SJS Investment Consulting
Ohio
$25 -$1.65K -66 -99%
NC
171
NewSquare Capital
Pennsylvania
$1 -$1 – –
Artisan Partners
172
Artisan Partners
Wisconsin
– -$23M -762,754 Closed
DC
173
Davenport & Co
Virginia
– -$4.58M -151,505 Closed
TM
174
Tiger Management
New York
– -$4.53M -150,000 Closed
VIM
175
VELA Investment Management
Ohio
– -$3.18M -105,388 Closed
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7
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