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Live Oak Bancshares
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Overview Fund Activity

188 hedge funds and large institutions have $865M invested in Live Oak Bancshares in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 19 closing their positions.

Holders
188
Holders Change
+14
Holders Change %
+8.05%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
34
Increased
63
Reduced
55
Closed
19
Calls
$3.32M
Puts
$373K
Net Calls
+$2.94M
Net Calls Change
+$3.14M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$52.9M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$13.2M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$5.84M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$4.94M
5
RCW
5
Rheos Capital Works
Japan
$11.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$574K
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$1.26M
3
State Street
3
State Street
Massachusetts
$41.1M
4
EA
4
Emerald Advisers
Pennsylvania
$424K
5
EMFAT
5
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Clearstead Advisors
Ohio
$1K – – –
SC
177
Schubert & Co
Texas
$1K +$300 +6 +43%
VWM
178
Valley Wealth Managers
New Jersey
$1K +$1K +19 New
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$1K +$1K +32 New
MFA
180
McClarren Financial Advisors
Pennsylvania
$1K +$1K +54 New
EAM
181
Eventide Asset Management
Massachusetts
– -$4.64M -136,983 Closed
Assenagon Asset Management
182
Assenagon Asset Management
Luxembourg
– -$1.36M -40,086 Closed
ECA
183
Endeavour Capital Advisors
Connecticut
– -$1.15M -34,062 Closed
JF
184
Jump Financial
Illinois
– -$1.06M -31,200 Closed
VI
185
Versor Investments
New York
– -$556K -16,418 Closed
CF
186
CNA Financial
Illinois
– -$447K -13,200 Closed
NA
187
Navellier & Associates
Nevada
– -$445K -13,119 Closed
TI
188
Trexquant Investment
Connecticut
– -$400K -11,809 Closed
CCIA
189
Campbell & Co Investment Adviser
Maryland
– -$359K -10,601 Closed
Cerity Partners
190
Cerity Partners
New York
– -$263K -7,777 Closed
GLA
191
Great Lakes Advisors
Illinois
– -$234K -6,916 Closed
AA
192
ALPS Advisors
Colorado
– -$212K -6,266 Closed
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
– -$124K -3,658 Closed
TCWM
194
Total Clarity Wealth Management
Illinois
– -$15K -430 Closed
VVP
195
Venture Visionary Partners
Ohio
– -$3.9K -115 Closed
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
– -$2K -54 Closed
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
– -$2K -46 Closed
EI
198
Ellevest Inc
New York
– -$1K -16 Closed
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