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Live Oak Bancshares
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Overview Fund Activity

160 hedge funds and large institutions have $729M invested in Live Oak Bancshares in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 56 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
-13
Holders Change %
-7.51%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
50
Reduced
56
Closed
30
Calls
$3.47M
Puts
$544K
Net Calls
+$2.93M
Net Calls Change
+$2.03M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$39.1M
2
BlackRock
BlackRock
New York
$72.5M
3
SAM
Southernsun Asset Management
Tennessee
$28.9M
4
Goldman Sachs
Goldman Sachs
New York
$8.74M
5
MFWM
Motley Fool Wealth Management
Virginia
$6.4M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
$6.21M
2
Ameriprise
Ameriprise
Minnesota
$20.5M
3
RCW
Rheos Capital Works
Japan
$0
4
State Street
State Street
Massachusetts
$30.1M
5
SIC
Salem Investment Counselors
North Carolina
$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
151
Covestor
United Kingdom
$1K +$595 +22 +147%
AF
152
Allworth Financial
California
$869 +$211 +8 +32%
NSG
153
Nalls Sherbakoff Group
Tennessee
$678 – – –
LC
154
Lindbrook Capital
California
$605 +$395 +15 +188%
CTA
155
Colonial Trust Advisors
South Carolina
$583 – – –
JWA
156
JFS Wealth Advisors
Pennsylvania
$448 +$448 +17 New
CYG
157
Clean Yield Group
Vermont
$421 – – –
MTIC
158
Missouri Trust & Investment Company
Missouri
$421 – – –
SIC
159
SJS Investment Consulting
Ohio
$211 +$185 +7 +700%
DI
160
Disciplined Investments
Oklahoma
$158 +$158 +6 New
NC
161
NewSquare Capital
Pennsylvania
$1 -$1 – –
RCW
162
Rheos Capital Works
Japan
– -$10.1M -413,000 Closed
GC
163
Gillson Capital
Illinois
– -$1.81M -74,145 Closed
Marshall Wace
164
Marshall Wace
United Kingdom
– -$1.45M -59,672 Closed
Tudor Investment Corp
165
Tudor Investment Corp
Connecticut
– -$1.26M -51,626 Closed
Walleye Capital
166
Walleye Capital
New York
– -$1.18M -48,274 Closed
GCM
167
Graham Capital Management
Connecticut
– -$1.01M -41,589 Closed
SSA
168
Schonfeld Strategic Advisors
New York
– -$1M -41,100 Closed
VA
169
Verdad Advisers
Massachusetts
– -$914K -37,500 Closed
Qube Research & Technologies (QRT)
170
Qube Research & Technologies (QRT)
United Kingdom
– -$823K -33,762 Closed
CSS
171
Cubist Systematic Strategies
Connecticut
– -$811K -33,266 Closed
TI
172
Trexquant Investment
Connecticut
– -$691K -28,334 Closed
SG Americas Securities
173
SG Americas Securities
New York
– -$611K -25,058 Closed
Aberdeen Group
174
Aberdeen Group
United Kingdom
– -$397K -16,293 Closed
PP
175
PDT Partners
New York
– -$253K -10,390 Closed
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