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Live Oak Bancshares
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Overview Fund Activity

97 hedge funds and large institutions have $310M invested in Live Oak Bancshares in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
34
Reduced
31
Closed
11
Calls
$2.36M
Puts
$1.85M
Net Calls
+$508K
Net Calls Change
-$318K

Top Buyers

1
Millennium Management
Millennium Management
New York
$3.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.33M
3
Citadel Advisors
Citadel Advisors
Florida
$3.23M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.87M
5
MCA
Mendon Capital Advisors
Florida
$23.8M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$2.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$0
3
SB
Suntrust Banks
Georgia
$0
4
MSE
MUFG Securities EMEA
United Kingdom
$0
5
Russell Investments Group
Russell Investments Group
United Kingdom
$159K
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$1.87M +$1.87M +103,544 New
Goldman Sachs
27
Goldman Sachs
New York
$1.5M -$106K -5,868 -7%
WCM
28
Whitener Capital Management
North Carolina
$1.26M -$19.4K -1,075 -2%
Ameriprise
29
Ameriprise
Minnesota
$1.21M -$177K -9,800 -13%
BCM
30
Bridgeway Capital Management
Texas
$1.15M – – –
Two Sigma Advisers
31
Two Sigma Advisers
New York
$997K -$132K -7,300 -12%
Wells Fargo
32
Wells Fargo
California
$884K +$19.7K +1,085 +2%
Prudential Financial
33
Prudential Financial
New Jersey
$869K +$869K +48,005 New
CFA
34
Carroll Financial Associates
North Carolina
$838K -$92.7K -5,125 -10%
Swiss National Bank
35
Swiss National Bank
Switzerland
$838K – – –
TD Asset Management
36
TD Asset Management
Ontario, Canada
$739K +$36.2K +2,000 +5%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$735K +$59.5K +3,291 +9%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$718K +$12.9K +712 +2%
Invesco
39
Invesco
Georgia
$655K -$19.1K -1,055 -3%
RA
40
Royce & Associates
New York
$559K -$407K -22,500 -42%
AllianceBernstein
41
AllianceBernstein
Tennessee
$552K +$30.8K +1,700 +6%
ACP
42
Arcus Capital Partners
Georgia
$543K – – –
UBS Group
43
UBS Group
Switzerland
$535K +$235K +12,999 +78%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$516K – – –
UBS AM
45
UBS AM
Illinois
$494K +$26.3K +1,452 +6%
Fuller & Thaler Asset Management
46
Fuller & Thaler Asset Management
California
$483K – – –
S
47
SignatureFD
Georgia
$479K -$10K -553 -2%
Bank of America
48
Bank of America
North Carolina
$479K +$32.4K +1,787 +7%
ECM
49
ExodusPoint Capital Management
New York
$458K +$458K +25,313 New
SEI Investments
50
SEI Investments
Pennsylvania
$427K -$34.4K -1,900 -7%
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