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Live Oak Bancshares
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Overview Fund Activity

191 hedge funds and large institutions have $1.31B invested in Live Oak Bancshares in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+18
Holders Change %
+10.4%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
40
Increased
53
Reduced
64
Closed
20
Calls
$5.66M
Puts
$1.85M
Net Calls
+$3.8M
Net Calls Change
+$1.42M

Top Buyers

1
BlackRock
BlackRock
New York
$131M
2
Morgan Stanley
Morgan Stanley
New York
$14.4M
3
DCM
Driehaus Capital Management
Illinois
$9.38M
4
Ameriprise
Ameriprise
Minnesota
$40.2M
5
JAM
Jupiter Asset Management
United Kingdom
$6.5M

Top Sellers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$87M
2
SAM
Southernsun Asset Management
Tennessee
$38.9M
3
Federated Hermes
Federated Hermes
Pennsylvania
$3.37M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.95M
5
CP
CenterBook Partners
Connecticut
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
151
Metropolitan Life Insurance Company (MetLife)
New York
$84.7K -$7.33K -161 -8%
LWANC
152
Laurel Wealth Advisors (North Carolina)
North Carolina
$72.8K – – –
GWS
153
Glassman Wealth Services
Virginia
$71.3K +$3K +66 +4%
BTI
154
Blue Trust Inc
Georgia
$61K +$56K +1,962 +1,128%
QCG
155
Quadrant Capital Group
Ohio
$59.5K +$12K +263 +25%
CBT
156
Central Bank & Trust
Kentucky
$55.6K – – –
WTC
157
WhitTier Trust Company
Nevada
$36.7K +$3.23K +71 +10%
EC
158
EntryPoint Capital
New York
$24.3K +$24.3K +534 New
BCWM
159
Bartlett & Co Wealth Management
Ohio
$23.3K – – –
BC
160
Bartlett & Co
Ohio
$23K – – –
AIM
161
Anchor Investment Management
South Carolina
$22.8K -$25K -550 -52%
CFFP
162
Center for Financial Planning
Michigan
$22.8K – – –
FHA
163
First Horizon Advisors
Tennessee
$18.2K – – –
HNB
164
Huntington National Bank
Ohio
$9.1K – – –
PCA
165
Providence Capital Advisors
North Carolina
$9.1K – – –
Comerica Bank
166
Comerica Bank
Texas
$8.65K +$4.96K +109 +135%
PA
167
Parallel Advisors
California
$7.51K +$3.87K +85 +106%
PVH
168
Psagot Value Holdings
Israel
$6K +$6K +124 New
SFA
169
Semmax Financial Advisors
North Carolina
$5.89K – – –
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$4.02K +$4.02K +86 New
HFS
172
Hantz Financial Services
Michigan
$3K – – –
AT
173
Arlington Trust
Alabama
$2.37K +$2.37K +52 New
BWP
174
Baldwin Wealth Partners
Massachusetts
$2.28K – – –
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$2.28K +$2.28K +50 New
5 6
7
8 9