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Live Oak Bancshares
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Overview Fund Activity

173 hedge funds and large institutions have $817M invested in Live Oak Bancshares in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+13
Holders Change %
+8.13%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
60
Reduced
43
Closed
11
Calls
$4.96M
Puts
$2.58M
Net Calls
+$2.38M
Net Calls Change
-$546K

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$50.9M
2
Millennium Management
Millennium Management
New York
$7.57M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$3.27M
4
CSS
Cubist Systematic Strategies
Connecticut
$2.71M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$3.26M

Top Sellers

1
State Street
State Street
Massachusetts
$27.7M
2
BlackRock
BlackRock
New York
$75.4M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$61.6M
4
Goldman Sachs
Goldman Sachs
New York
$5.58M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$3.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
QL
151
Quarry LP
New York
$6.6K +$724 +25 +12%
HNB
152
Huntington National Bank
Ohio
$5.79K – – –
PCA
153
Providence Capital Advisors
North Carolina
$5.79K – – –
BTI
154
Blue Trust Inc
Georgia
$5K – – –
SFA
155
Semmax Financial Advisors
North Carolina
$4.57K +$4.57K +153 New
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
Comerica Bank
157
Comerica Bank
Texas
$2.35K +$2.35K +81 New
PA
158
Parallel Advisors
California
$2.32K – – –
HFS
159
Hantz Financial Services
Michigan
$2K -$1.09K -30 -35%
BWP
160
Baldwin Wealth Partners
Massachusetts
$1.45K – – –
LC
161
Lindbrook Capital
California
$1.36K +$695 +24 +104%
AWA
162
Authentikos Wealth Advisory
California
$1.34K +$1.34K +46 New
AWM
163
Abound Wealth Management
Tennessee
$1.16K – – –
HL
164
HeadInvest LLC
Maine
$1.05K +$1.05K +37 New
Barclays
165
Barclays
United Kingdom
$1K -$13.6K -681 -93%
AF
166
Allworth Financial
California
$956 – – –
NSG
167
Nalls Sherbakoff Group
Tennessee
$909 – – –
JWA
168
JFS Wealth Advisors
Pennsylvania
$724 +$232 +8 +47%
CTA
169
Colonial Trust Advisors
South Carolina
$642 – – –
MTIC
170
Missouri Trust & Investment Company
Missouri
$463 – – –
SIC
171
SJS Investment Consulting
Ohio
$232 – – –
VIA
172
Vident Investment Advisory
Georgia
– -$1.57M -59,660 Closed
WHG
173
Westwood Holdings Group
Texas
– -$499K -18,953 Closed
ECM
174
ExodusPoint Capital Management
New York
– -$479K -18,210 Closed
EGM
175
Engineers Gate Manager
New York
– -$252K -9,588 Closed
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