LOB icon

Live Oak Bancshares
LOB

Overview Fund Activity

188 hedge funds and large institutions have $866M invested in Live Oak Bancshares in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 62 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
–
Holders Change %
0%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
56
Reduced
62
Closed
26
Calls
$2.17M
Puts
$906K
Net Calls
+$1.27M
Net Calls Change
-$1.68M

Top Buyers

1
Federated Hermes
Federated Hermes
Pennsylvania
$34.2M
2
Ameriprise
Ameriprise
Minnesota
$66.9M
3
SAM
Southernsun Asset Management
Tennessee
$11.3M
4
RHJA
Rice Hall James & Associates
California
$6.92M
5
Marshall Wace
Marshall Wace
United Kingdom
$10.2M

Top Sellers

1
Aberdeen Group
Aberdeen Group
United Kingdom
$18.1M
2
State Street
State Street
Massachusetts
$36M
3
Swedbank
Swedbank
Sweden
$0
4
HighTower Advisors
HighTower Advisors
Illinois
$0
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
176
McClarren Financial Advisors
Pennsylvania
$1K – – –
MTIC
177
Missouri Trust & Investment Company
Missouri
$1K – – –
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +27 New
AF
179
Allworth Financial
California
$876 -$9.67K -320 -92%
CTA
180
Colonial Trust Advisors
South Carolina
$667 +$667 +22 New
CYG
181
Clean Yield Group
Vermont
$483 – – –
JWA
182
JFS Wealth Advisors
Pennsylvania
$453 -$5.77K -191 -93%
KTC
183
Kistler-Tiffany Companies
Pennsylvania
$302 – – –
SC
184
Schubert & Co
Texas
$272 -$332 -11 -55%
DI
185
Disciplined Investments
Oklahoma
$181 -$30 -1 -14%
TWA
186
TCI Wealth Advisors
Arizona
$60 -$2.79K -93 -98%
NC
187
NewSquare Capital
Pennsylvania
$1 – – –
Swedbank
188
Swedbank
Sweden
– -$4.28M -140,000 Closed
HighTower Advisors
189
HighTower Advisors
Illinois
– -$3.05M -99,455 Closed
BNP Paribas Asset Management
190
BNP Paribas Asset Management
France
– -$3.03M -99,142 Closed
OQS
191
Occudo Quantitative Strategies
Florida
– -$1.11M -36,253 Closed
Holocene Advisors
192
Holocene Advisors
New York
– -$1.06M -34,777 Closed
ACM
193
AlphaCrest Capital Management
New York
– -$733K -23,969 Closed
HF
194
HRT Financial
New York
– -$715K -23,368 Closed
Connor, Clark & Lunn Investment Management (CC&L)
195
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$509K -16,638 Closed
FRM
196
Fox Run Management
Connecticut
– -$469K -15,339 Closed
Tudor Investment Corp
197
Tudor Investment Corp
Connecticut
– -$398K -13,002 Closed
E
198
Ergoteles
New York
– -$341K -11,128 Closed
TC
199
TwinBeech Capital
New York
– -$318K -10,382 Closed
YIH
200
Y-Intercept (HK)
Hong Kong
– -$305K -9,961 Closed
5 6 7
8
9