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Live Oak Bancshares

212 hedge funds and large institutions have $2.34B invested in Live Oak Bancshares in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+47
Holders Change %
+28.48%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
59
Increased
57
Reduced
53
Closed
12
Calls
$18.6M
Puts
$5.94M
Net Calls
+$12.7M
Net Calls Change
-$4.49M
Name Holding Trade Value Shares
Change
Shares
Change %
GCM
176
Gables Capital Management
Florida
$70K
BWP
177
Baldwin Wealth Partners
Massachusetts
$65K
ACM
178
Aquatic Capital Management
Illinois
$61K +$61K +700 New
TFP
179
Tilia Fiduciary Partners
North Carolina
$51K +$51K +589 New
CFFP
180
Center for Financial Planning
Michigan
$44K
APA
181
American Portfolios Advisors
New York
$43.6K
Manulife (Manufacturers Life Insurance)
182
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41K +$977 +11,192 +2%
Macquarie Group
183
Macquarie Group
Australia
$38K -$86.4K -978 -69%
UFF
184
USA Financial Formulas
Michigan
$34K +$34K +393 New
TCWM
185
Total Clarity Wealth Management
Illinois
$32K +$9.9K +112 +45%
CCA
186
Catalyst Capital Advisors
New York
$29K +$29K +336 New
IA
187
IFP Advisors
Florida
$23K
WAS
188
Winch Advisory Services
Wisconsin
$23K +$23K +268 New
JWA
189
JFS Wealth Advisors
Pennsylvania
$18K +$775 +9 +5%
CFA
190
Carroll Financial Associates
North Carolina
$17K -$2.13K -25 -11%
HNB
191
Huntington National Bank
Ohio
$17K
PCA
192
Providence Capital Advisors
North Carolina
$17K
SFA
193
Semmax Financial Advisors
North Carolina
$13K
MPWT
194
MassMutual Private Wealth & Trust
Connecticut
$13K
SIC
195
Salem Investment Counselors
North Carolina
$10K
CFGS
196
Concourse Financial Group Securities
Alabama
$9K
TFA
197
Toth Financial Advisory
Virginia
$9K
WFS
198
Widmann Financial Services
Maryland
$8K +$8K +100 New
RA
199
Rise Advisors
New York
$6.29K +$6.29K +72 New
QCG
200
Quadrant Capital Group
Ohio
$6K