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Live Oak Bancshares
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Overview Fund Activity

102 hedge funds and large institutions have $512M invested in Live Oak Bancshares in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 29 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-8
Holders Change %
-7.27%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
42
Reduced
29
Closed
19
Calls
$6.06M
Puts
$378K
Net Calls
+$5.68M
Net Calls Change
+$3.36M

Top Buyers

1
BCM
Basswood Capital Management
New York
+$28.6M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.18M
3
Wells Fargo
Wells Fargo
California
+$2.92M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.19M
5
BlackRock
BlackRock
New York
+$2.09M

Top Sellers

1
MCA
Mendon Capital Advisors
Florida
-$4.14M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.57M
3
DCM
Driehaus Capital Management
Illinois
-$2.25M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.02M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
26
Royce & Associates
New York
$3.08M -$1.45M -54,044 -32%
AWA
27
AmeriServ Wealth Advisors
Pennsylvania
$2.96M – – –
CFA
28
Carroll Financial Associates
North Carolina
$2.84M +$30K +1,120 +1%
Morgan Stanley
29
Morgan Stanley
New York
$2.33M +$524K +19,556 +29%
Citadel Advisors
30
Citadel Advisors
Florida
$2.19M +$2.19M +81,603 New
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$2.18M +$596K +22,224 +38%
PAM
32
Panagora Asset Management
Massachusetts
$1.75M +$654K +24,416 +60%
CIA
33
Capital Impact Advisors
Massachusetts
$1.57M – – –
AAMU
34
AEGON Asset Management (UK)
United Kingdom
$1.57M -$293K -10,944 -16%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$1.53M +$708K +26,413 +86%
TA
36
Teachers Advisors
New York
$1.47M +$82.8K +3,088 +6%
Deutsche Bank
37
Deutsche Bank
Germany
$1.47M +$94.4K +3,523 +7%
TCIM
38
TIAA CREF Investment Management
New York
$1.36M -$146K -5,430 -10%
CAN
39
Cetera Advisor Networks
California
$1.33M +$11.6K +430 +0.9%
Renaissance Technologies
40
Renaissance Technologies
New York
$1.31M +$370K +13,800 +39%
TD Asset Management
41
TD Asset Management
Ontario, Canada
$1.27M +$277K +10,320 +28%
WCM
42
Whitener Capital Management
North Carolina
$1.17M +$441K +16,445 +60%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.14M – – –
Bank of America
44
Bank of America
North Carolina
$1.11M +$826K +30,819 +289%
SCC
45
Second Curve Capital
Pennsylvania
$1.1M -$134K -5,000 -11%
Goldman Sachs
46
Goldman Sachs
New York
$1.05M -$156K -5,808 -13%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$1.04M -$375 -14 -0%
AllianceBernstein
48
AllianceBernstein
Tennessee
$922K – – –
Prudential Financial
49
Prudential Financial
New Jersey
$890K -$383K -14,280 -30%
SCM
50
Sterling Capital Management
North Carolina
$850K +$41.8K +1,559 +5%
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