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Live Oak Bancshares
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Overview Fund Activity

174 hedge funds and large institutions have $988M invested in Live Oak Bancshares in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 59 reducing their positions, and 48 closing their positions.

Holders
174
Holders Change
-33
Holders Change %
-15.94%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
20
Increased
53
Reduced
59
Closed
48
Calls
$1.46M
Puts
$1.65M
Net Calls
-$194K
Net Calls Change
-$1.99M

Top Buyers

1
Diamond Hill Capital Management
1
Diamond Hill Capital Management
Ohio
$74.1M
2
CRC
2
Curi RMB Capital
Illinois
$10.2M
3
SIC
3
Salem Investment Counselors
North Carolina
$8.89M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$191M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$10.3M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
DCM
2
Driehaus Capital Management
Illinois
$0
3
Capital International Investors
3
Capital International Investors
California
$0
4
American Century Companies
4
American Century Companies
Missouri
$2.49M
5
State Street
5
State Street
Massachusetts
$68.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
201
Envestnet Asset Management
Illinois
– – -4,177 Closed
LAI
202
Legal Advantage Investments
California
– – -4,175 Closed
AWS
203
Atria Wealth Solutions
New York
– – -4,015 Closed
OWM
204
OneAscent Wealth Management
Alabama
– – -3,983 Closed
PHK
205
Point72 Hong Kong
Hong Kong
– – -2,785 Closed
CLOS
206
Compagnie Lombard Odier SCmA
Switzerland
– – -2,000 Closed
ACM
207
Aquatic Capital Management
Illinois
– – -800 Closed
SLWA
208
San Luis Wealth Advisors
California
– – -593 Closed
MIM
209
Macroview Investment Management
Maryland
– – -282 Closed
MPWT
210
MassMutual Private Wealth & Trust
Connecticut
– – -150 Closed
GIA
211
GHP Investment Advisors
Colorado
– – -91 Closed
TWA
212
TCI Wealth Advisors
Arizona
– – -63 Closed
MFA
213
McClarren Financial Advisors
Pennsylvania
– – -54 Closed
LC
214
Lindbrook Capital
California
$0 6 -32 -84%
CI
215
Cordant Inc
Oregon
– – -11 Closed
C
216
Covestor
United Kingdom
$0 5 -7 -58%
DI
217
Disciplined Investments
Oklahoma
– – -5 Closed
PA
218
Parallel Advisors
California
– – -4 Closed
KTC
219
Kistler-Tiffany Companies
Pennsylvania
$0 10 – –
Group One Trading
220
Group One Trading
Illinois
– – – –
Nomura Asset Management
221
Nomura Asset Management
Japan
– – – –
CFGS
222
Concourse Financial Group Securities
Alabama
– – – –
AF
223
Allworth Financial
California
$0 6 +6 New
SC
224
Schubert & Co
Texas
$0 14 +8 +133%
SFG
225
Steward Financial Group
Texas
$0 14 +14 New
5 6 7 8
9