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Live Oak Bancshares
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Overview Fund Activity

191 hedge funds and large institutions have $1.31B invested in Live Oak Bancshares in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+18
Holders Change %
+10.4%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
40
Increased
53
Reduced
64
Closed
20
Calls
$5.66M
Puts
$1.85M
Net Calls
+$3.8M
Net Calls Change
+$1.42M

Top Buyers

1
BlackRock
BlackRock
New York
$131M
2
Morgan Stanley
Morgan Stanley
New York
$14.4M
3
DCM
Driehaus Capital Management
Illinois
$9.38M
4
Ameriprise
Ameriprise
Minnesota
$40.2M
5
JAM
Jupiter Asset Management
United Kingdom
$6.5M

Top Sellers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$87M
2
SAM
Southernsun Asset Management
Tennessee
$38.9M
3
Federated Hermes
Federated Hermes
Pennsylvania
$3.37M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.95M
5
CP
CenterBook Partners
Connecticut
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
QL
176
Quarry LP
New York
$2.18K -$8.19K -180 -79%
AWM
177
Abound Wealth Management
Tennessee
$1.82K – – –
WT
178
Whittier Trust
California
$1.73K -$17K -373 -91%
FFO
179
Fortitude Family Office
Arizona
$1.68K +$1.68K +37 New
LC
180
Lindbrook Capital
California
$1.37K -$774 -17 -36%
JWA
181
JFS Wealth Advisors
Pennsylvania
$1.09K -$46 -1 -4%
GI
182
GAMMA Investing
California
$1.09K +$1.09K +30 New
CTA
183
Colonial Trust Advisors
South Carolina
$1.01K – – –
NSG
184
Nalls Sherbakoff Group
Tennessee
$747 -$700 -15 -48%
MTIC
185
Missouri Trust & Investment Company
Missouri
$728 – – –
SIC
186
SJS Investment Consulting
Ohio
$501 +$137 +3 +38%
PS
187
Principal Securities
Iowa
$410 +$410 +9 New
AF
188
Allworth Financial
California
$364 -$1.14K -25 -76%
DPW
189
DiNuzzo Private Wealth
Pennsylvania
$273 +$273 +6 New
FFA
190
Farther Finance Advisors
California
$137 +$137 +3 New
CSS
191
Cubist Systematic Strategies
Connecticut
– -$2.71M -93,566 Closed
CCIA
192
Campbell & Co Investment Adviser
Maryland
– -$820K -28,316 Closed
Balyasny Asset Management
193
Balyasny Asset Management
Illinois
– -$662K -22,870 Closed
HF
194
HRT Financial
New York
– -$557K -19,249 Closed
Squarepoint
195
Squarepoint
New York
– -$510K -17,608 Closed
VI
196
Versor Investments
New York
– -$436K -15,065 Closed
SG Americas Securities
197
SG Americas Securities
New York
– -$420K -14,506 Closed
Two Sigma Investments
198
Two Sigma Investments
New York
– -$297K -10,249 Closed
GCP
199
GSA Capital Partners
United Kingdom
– -$288K -9,932 Closed
Tudor Investment Corp
200
Tudor Investment Corp
Connecticut
– -$256K -8,839 Closed
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