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Live Oak Bancshares
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Overview Fund Activity

110 hedge funds and large institutions have $551M invested in Live Oak Bancshares in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+9
Holders Change %
+8.91%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
46
Reduced
24
Closed
6
Calls
$2.37M
Puts
$45K
Net Calls
+$2.32M
Net Calls Change
+$1.88M

Top Buyers

1
BlackRock
BlackRock
New York
+$6.26M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.66M
3
First Trust Advisors
First Trust Advisors
Illinois
+$3.7M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$3.26M
5
BCM
Basswood Capital Management
New York
+$2.76M

Top Sellers

1
MCA
Mendon Capital Advisors
Florida
-$6.09M
2
CRC
Curi RMB Capital
Illinois
-$1.65M
3
HighTower Advisors
HighTower Advisors
Illinois
-$1.34M
4
CAM
Cortina Asset Management
Wisconsin
-$841K
5
Renaissance Technologies
Renaissance Technologies
New York
-$478K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
26
Carroll Financial Associates
North Carolina
$3.21M -$105K -3,420 -3%
BCM
27
Basswood Capital Management
New York
$2.76M +$2.76M +89,999 New
AAMU
28
AEGON Asset Management (UK)
United Kingdom
$2.13M – – –
Morgan Stanley
29
Morgan Stanley
New York
$2.06M -$457K -14,914 -18%
Hotchkis & Wiley Capital Management
30
Hotchkis & Wiley Capital Management
California
$1.81M +$223K +7,284 +14%
CIA
31
Capital Impact Advisors
Massachusetts
$1.78M – – –
TCIM
32
TIAA CREF Investment Management
New York
$1.72M -$14.3K -465 -0.8%
TA
33
Teachers Advisors
New York
$1.59M +$193K +6,298 +14%
Deutsche Bank
34
Deutsche Bank
Germany
$1.58M -$101K -3,290 -6%
CAN
35
Cetera Advisor Networks
California
$1.51M -$43.6K -1,420 -3%
Prudential Financial
36
Prudential Financial
New Jersey
$1.46M +$1.15M +37,380 +369%
CEP
37
Chicago Equity Partners
Illinois
$1.45M +$1.45M +47,285 New
SCC
38
Second Curve Capital
Pennsylvania
$1.42M -$270K -8,800 -16%
Goldman Sachs
39
Goldman Sachs
New York
$1.38M +$190K +6,196 +16%
Wells Fargo
40
Wells Fargo
California
$1.36M -$192K -6,269 -12%
Swiss National Bank
41
Swiss National Bank
Switzerland
$1.31M – – –
KA
42
Kaizen Advisory
Illinois
$1.27M +$955K +31,159 +300%
PAM
43
Panagora Asset Management
Massachusetts
$1.25M +$1.25M +40,685 New
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$1.19M +$109K +3,551 +10%
RJA
45
Raymond James & Associates
Florida
$1.16M +$25.8K +840 +2%
TD Asset Management
46
TD Asset Management
Ontario, Canada
$1.14M +$42.9K +1,400 +4%
Renaissance Technologies
47
Renaissance Technologies
New York
$1.07M -$478K -15,600 -31%
AllianceBernstein
48
AllianceBernstein
Tennessee
$1.05M +$552K +18,000 +110%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$941K – – –
SCM
50
Sterling Capital Management
North Carolina
$924K +$29K +946 +3%
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