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Live Oak Bancshares
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Overview Fund Activity

173 hedge funds and large institutions have $686M invested in Live Oak Bancshares in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 46 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-15
Holders Change %
-7.98%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
67
Reduced
46
Closed
36
Calls
$2.11M
Puts
$1.21M
Net Calls
+$903K
Net Calls Change
-$365K

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$17.6M
2
SAM
Southernsun Asset Management
Tennessee
+$13.3M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$5.61M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.29M
5
CP
CenterBook Partners
Connecticut
+$3.34M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$24.8M
2
Artisan Partners
Artisan Partners
Wisconsin
-$23M
3
Aberdeen Group
Aberdeen Group
United Kingdom
-$14.2M
4
Marshall Wace
Marshall Wace
United Kingdom
-$6.75M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$5.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
176
Renaissance Technologies
New York
– -$2.41M -79,900 Closed
JF
177
Jump Financial
Illinois
– -$911K -30,156 Closed
Stifel Financial
178
Stifel Financial
Missouri
– -$806K -26,689 Closed
EC
179
EJF Capital
Virginia
– -$780K -25,821 Closed
EA
180
Emerald Advisers
Pennsylvania
– -$412K -13,635 Closed
QC
181
Quadrature Capital
United Kingdom
– -$361K -11,957 Closed
First Trust Advisors
182
First Trust Advisors
Illinois
– -$332K -11,008 Closed
ECM
183
ExodusPoint Capital Management
New York
– -$263K -8,704 Closed
LPL Financial
184
LPL Financial
California
– -$253K -8,370 Closed
GCP
185
GSA Capital Partners
United Kingdom
– -$249K -8,255 Closed
AWM
186
Apollon Wealth Management
South Carolina
– -$248K -8,212 Closed
AFGAS
187
Allegiance Financial Group Advisory Services
Virginia
– -$241K -7,982 Closed
PIP
188
Peachtree Investment Partners
Florida
– -$227K -7,521 Closed
Handelsbanken Fonder
189
Handelsbanken Fonder
Sweden
– -$208K -6,900 Closed
AIM
190
Aigen Investment Management
New York
– -$206K -6,812 Closed
Barclays
191
Barclays
United Kingdom
– -$127K -4,200 Closed
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
– -$93K -3,088 Closed
CWC
193
Carolinas Wealth Consulting
North Carolina
– -$90.6K -3,000 Closed
ACM
194
Aquatic Capital Management
Illinois
– -$45K -1,500 Closed
GWS
195
Glassman Wealth Services
Virginia
– -$45.3K -1,500 Closed
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
– -$30.2K -1,000 Closed
QT
197
Quantbot Technologies
New York
– -$14.1K -466 Closed
Simplex Trading
198
Simplex Trading
Illinois
– -$13K -433 Closed
RBC
199
Roble Belko & Company
Pennsylvania
– -$12K -401 Closed
FFA
200
Farther Finance Advisors
California
– -$3.59K -119 Closed
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