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Live Oak Bancshares
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Overview Fund Activity

61 hedge funds and large institutions have $139M invested in Live Oak Bancshares in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
12
Increased
20
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Gratus Capital
Georgia
+$15M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$2.81M
3
MCA
Mendon Capital Advisors
Florida
+$2.38M
4
CRC
Curi RMB Capital
Illinois
+$1.18M
5
CIA
Capital Impact Advisors
Massachusetts
+$848K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$2.9M
2
JAM
Jacobs Asset Management
New York
-$2.82M
3
NC
Northpointe Capital
Michigan
-$2.41M
4
AIA
Avalon Investment & Advisory
Texas
-$864K
5
Goldman Sachs
Goldman Sachs
New York
-$209K
Name Holding Trade Value Shares
Change 		Shares
Change %
FSA
26
Franklin Street Advisors
North Carolina
$268K – – –
BIM
27
BlackRock Investment Management
Delaware
$256K +$11.6K +774 +5%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$239K +$12.9K +859 +6%
RJA
29
Raymond James & Associates
Florida
$233K +$233K +15,512 New
AFG
30
American Financial Group
Ohio
$175K – – –
TCIM
31
TIAA CREF Investment Management
New York
$170K – – –
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$154K +$20.5K +1,369 +15%
RFC
33
Russell Frank Company
Washington
$151K +$151K +10,076 New
ESBC
34
E.S. Barr & Co
Kentucky
$150K -$105K -7,000 -41%
TA
35
Teachers Advisors
New York
$141K – – –
Swiss National Bank
36
Swiss National Bank
Switzerland
$116K -$97.4K -6,800 -46%
Citigroup
37
Citigroup
New York
$88K +$62.6K +4,161 +246%
Wells Fargo
38
Wells Fargo
California
$74K – – –
Bank of America
39
Bank of America
North Carolina
$58K +$22.1K +1,485 +62%
AIG
40
American International Group
New York
$46K +$43K +2,849 +1,425%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$45K – – –
NFA
42
Nationwide Fund Advisors
Ohio
$43K +$7.41K +489 +21%
US Bancorp
43
US Bancorp
Minnesota
$39K – – –
UBS Group
44
UBS Group
Switzerland
$39K +$37.5K +2,441 +2,516%
Deutsche Bank
45
Deutsche Bank
Germany
$26K -$96K -6,724 -79%
Morgan Stanley
46
Morgan Stanley
New York
$25K -$21K -1,410 -46%
BA
47
BlackRock Advisors
Delaware
$24K – – –
BG
48
BlackRock Group
United Kingdom
$24K +$24K +1,623 New
BBHC
49
Brown Brothers Harriman & Co
New York
$23K – – –
IA
50
IFP Advisors
Florida
$20K +$20K +1,374 New
1
2
3