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Live Oak Bancshares
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Overview Fund Activity

111 hedge funds and large institutions have $276M invested in Live Oak Bancshares in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
47
Reduced
24
Closed
17
Calls
$73K
Puts
$11K
Net Calls
+$62K
Net Calls Change
-$5.62M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$4.28M
2
BBHC
Brown Brothers Harriman & Co
New York
+$3.65M
3
CRC
Curi RMB Capital
Illinois
+$3.36M
4
Two Sigma Investments
Two Sigma Investments
New York
+$2.76M
5
MCA
Mendon Capital Advisors
Florida
+$2.35M

Top Sellers

1
BCM
Basswood Capital Management
New York
-$31.1M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$9.78M
3
DCM
Driehaus Capital Management
Illinois
-$6.74M
4
KPCM
Kings Point Capital Management
New York
-$6.61M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$4.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
26
Carroll Financial Associates
North Carolina
$1.96M +$301K +19,268 +18%
Marshall Wace
27
Marshall Wace
United Kingdom
$1.89M +$1.89M +127,834 New
DCM
28
Driehaus Capital Management
Illinois
$1.85M -$6.74M -455,214 -78%
UCMOK
29
United Capital Management of KS
Kansas
$1.68M +$1.25M +84,467 +295%
AWA
30
AmeriServ Wealth Advisors
Pennsylvania
$1.66M +$29.6K +2,000 +2%
Morgan Stanley
31
Morgan Stanley
New York
$1.5M +$211K +14,262 +16%
Goldman Sachs
32
Goldman Sachs
New York
$1.4M +$823K +55,557 +142%
MSE
33
MUFG Securities EMEA
United Kingdom
$1.39M +$1.39M +94,100 New
Renaissance Technologies
34
Renaissance Technologies
New York
$1.37M +$644K +43,500 +89%
CIA
35
Capital Impact Advisors
Massachusetts
$1.33M +$461K +31,151 +53%
Deutsche Bank
36
Deutsche Bank
Germany
$862K +$49.1K +3,323 +6%
First Trust Advisors
37
First Trust Advisors
Illinois
$848K -$1.81M -121,918 -68%
TA
38
Teachers Advisors
New York
$823K +$8.46K +571 +1%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$820K +$820K +55,400 New
RA
40
Royce & Associates
New York
$814K -$889K -59,992 -52%
WCM
41
Whitener Capital Management
North Carolina
$806K +$157K +10,630 +24%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$799K -$46.7K -3,156 -6%
TCIM
43
TIAA CREF Investment Management
New York
$751K – – –
Bank of America
44
Bank of America
North Carolina
$728K +$114K +7,708 +19%
Swiss National Bank
45
Swiss National Bank
Switzerland
$650K +$19.2K +1,300 +3%
CAN
46
Cetera Advisor Networks
California
$645K -$92.3K -6,210 -13%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$625K +$538K +36,324 +616%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$615K -$87.4K -5,900 -12%
SCA
49
Secor Capital Advisors
New York
$593K +$593K +40,024 New
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$590K +$13.7K +926 +2%
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