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Live Oak Bancshares

207 hedge funds and large institutions have $1.46B invested in Live Oak Bancshares in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 81 increasing their positions, 50 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-5
Holders Change %
-2.36%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
40
Increased
81
Reduced
50
Closed
42
Calls
$5.01M
Puts
$3.22M
Net Calls
+$1.79M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PCG
176
Private Capital Group
Connecticut
$39K +$39K +765 New
TFP
177
Tilia Fiduciary Partners
North Carolina
$32K +$2.04K +40 +7%
APA
178
American Portfolios Advisors
New York
$25.4K
CFFP
179
Center for Financial Planning
Michigan
$25K
MIM
180
Macroview Investment Management
Maryland
$14K +$14K +282 New
JWA
181
JFS Wealth Advisors
Pennsylvania
$10K -$347 -7 -3%
HNB
182
Huntington National Bank
Ohio
$10K
PCA
183
Providence Capital Advisors
North Carolina
$10K
SFA
184
Semmax Financial Advisors
North Carolina
$8K
MPWT
185
MassMutual Private Wealth & Trust
Connecticut
$8K
TRCT
186
Tower Research Capital (TRC)
New York
$7K -$108K -2,082 -94%
RA
187
Rise Advisors
New York
$6K +$2.46K +50 +69%
TFA
188
Toth Financial Advisory
Virginia
$5K
GIA
189
GHP Investment Advisors
Colorado
$5K +$5K +91 New
SIC
190
Salem Investment Counselors
North Carolina
$3K -$4.2K -70 -58%
TWA
191
TCI Wealth Advisors
Arizona
$3K
QCG
192
Quadrant Capital Group
Ohio
$3K
PAI
193
Pittenger & Anderson Inc
Nebraska
$3K +$2.16K +36 +257%
MFA
194
McClarren Financial Advisors
Pennsylvania
$2K -$37 -1 -2%
CA
195
Clearstead Advisors
Ohio
$2K
SWM
196
Sugarloaf Wealth Management
Georgia
$2K
LC
197
Lindbrook Capital
California
$2K +$2K +38 New
KTC
198
Kistler-Tiffany Companies
Pennsylvania
$1K
MTIC
199
Missouri Trust & Investment Company
Missouri
$1K
C
200
Covestor
United Kingdom
$1K +$167 +2 +20%