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Live Oak Bancshares
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Overview Fund Activity

98 hedge funds and large institutions have $298M invested in Live Oak Bancshares in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-13
Holders Change %
-11.71%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
7
Increased
27
Reduced
42
Closed
17
Calls
$2.73M
Puts
$1.9M
Net Calls
+$826K
Net Calls Change
-$2.26M

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$18.1M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$2.3M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.85M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.02M
5
CRC
Curi RMB Capital
Illinois
$13.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$4.05M
2
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
3
State Street
State Street
Massachusetts
$11.3M
4
CFA
Carroll Financial Associates
North Carolina
$882K
5
Millennium Management
Millennium Management
New York
$208K
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$1.52M +$370K +21,574 +32%
Ameriprise
27
Ameriprise
Minnesota
$1.31M -$242K -14,100 -16%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$1.23M -$470K -27,396 -28%
WCM
29
Whitener Capital Management
North Carolina
$1.21M +$50.4K +2,940 +4%
Citadel Advisors
30
Citadel Advisors
Florida
$1.2M -$264K -15,405 -18%
BCM
31
Bridgeway Capital Management
Texas
$1.09M – – –
Two Sigma Advisers
32
Two Sigma Advisers
New York
$1.07M -$422K -24,600 -28%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$1.02M +$863K +50,438 +550%
RA
34
Royce & Associates
New York
$916K -$31.3K -1,827 -3%
CFA
35
Carroll Financial Associates
North Carolina
$882K -$1.35M -79,005 -61%
Wells Fargo
36
Wells Fargo
California
$818K -$43.6K -2,543 -5%
Swiss National Bank
37
Swiss National Bank
Switzerland
$794K +$17.1K +1,000 +2%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$668K – – –
TD Asset Management
39
TD Asset Management
Ontario, Canada
$666K – – –
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$640K +$44.4K +2,589 +7%
Invesco
41
Invesco
Georgia
$639K -$19.2K -1,120 -3%
ACP
42
Arcus Capital Partners
Georgia
$515K – – –
AllianceBernstein
43
AllianceBernstein
Tennessee
$494K -$36K -2,100 -7%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$489K +$1.72K +100 +0.4%
S
45
SignatureFD
Georgia
$463K – – –
Fuller & Thaler Asset Management
46
Fuller & Thaler Asset Management
California
$457K -$63.4K -3,700 -12%
UBS AM
47
UBS AM
Illinois
$443K +$443K +25,834 New
SEI Investments
48
SEI Investments
Pennsylvania
$437K -$25.7K -1,500 -6%
First Trust Advisors
49
First Trust Advisors
Illinois
$436K -$524K -30,568 -55%
Bank of America
50
Bank of America
North Carolina
$422K +$114K +6,633 +37%
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