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Live Oak Bancshares

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
Name Holding Trade Value Shares
Change
Shares
Change %
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$188M +$226K +7,493 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$74M +$1.84M +60,921 +3%
BlackRock
3
BlackRock
New York
$70.2M +$2.52M +83,421 +4%
Ameriprise
4
Ameriprise
Minnesota
$66.9M +$14.8M +489,693 +28%
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$63.8M -$1.37M -45,200 -2%
State Street
6
State Street
Massachusetts
$36M -$4.52M -149,529 -11%
Federated Hermes
7
Federated Hermes
Pennsylvania
$34.2M +$21.1M +699,643 +162%
Artisan Partners
8
Artisan Partners
Wisconsin
$23M -$361K -11,966 -2%
Aberdeen Group
9
Aberdeen Group
United Kingdom
$18.1M -$9.02M -298,704 -33%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$17.9M -$459K -15,205 -2%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.4M -$418K -13,833 -3%
RCW
12
Rheos Capital Works
Japan
$12.5M +$876K +29,000 +8%
SAM
13
Southernsun Asset Management
Tennessee
$11.3M +$11.3M +373,982 New
Marshall Wace
14
Marshall Wace
United Kingdom
$10.2M +$5.29M +175,060 +108%
SIC
15
Salem Investment Counselors
North Carolina
$9.39M -$747K -24,735 -7%
Northern Trust
16
Northern Trust
Illinois
$9.02M +$180K +5,966 +2%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$8.97M +$898K +29,741 +11%
CS
18
Credit Suisse
Switzerland
$8.02M +$2.4M +79,453 +43%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$7.45M -$667K -22,099 -8%
Charles Schwab
20
Charles Schwab
California
$7.37M +$161K +5,342 +2%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$7.16M -$115K -3,800 -2%
Citadel Advisors
22
Citadel Advisors
Florida
$7.02M +$1.94M +64,224 +38%
RHJA
23
Rice Hall James & Associates
California
$6.92M +$6.92M +229,268 New
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$6.53M +$772K +25,550 +13%
CRC
25
Curi RMB Capital
Illinois
$6.04M