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Live Oak Bancshares
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Overview Fund Activity

117 hedge funds and large institutions have $448M invested in Live Oak Bancshares in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 25 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+12
Holders Change %
+11.43%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
25
Reduced
45
Closed
12
Calls
$5.65M
Puts
$2M
Net Calls
+$3.65M
Net Calls Change
+$3.51M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$20.9M
2
DCM
Driehaus Capital Management
Illinois
+$7.24M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.86M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.02M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$700K

Top Sellers

1
MCA
Mendon Capital Advisors
Florida
-$6.97M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$2.88M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.45M
4
State Street
State Street
Massachusetts
-$2.07M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$2.2M +$149K +5,887 +7%
Ameriprise
27
Ameriprise
Minnesota
$2.04M -$268K -10,589 -12%
BP
28
Ballentine Partners
Massachusetts
$1.67M – – –
Swiss National Bank
29
Swiss National Bank
Switzerland
$1.63M +$78.5K +3,100 +5%
Goldman Sachs
30
Goldman Sachs
New York
$1.62M +$30.1K +1,187 +2%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$1.61M +$35.5K +1,400 +2%
ACP
32
Arcus Capital Partners
Georgia
$1.27M +$507K +20,000 +67%
TD Asset Management
33
TD Asset Management
Ontario, Canada
$1.24M – – –
Osaic Holdings
34
Osaic Holdings
Arizona
$1.16M +$1.02M +40,377 +742%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$1.07M +$57.1K +2,253 +6%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$1.05M -$165K -6,503 -14%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$953K -$40.7K -1,610 -4%
CRC
38
Curi RMB Capital
Illinois
$881K – – –
AllianceBernstein
39
AllianceBernstein
Tennessee
$866K -$50.6K -2,000 -6%
Invesco
40
Invesco
Georgia
$812K +$29.5K +1,165 +4%
RA
41
Royce & Associates
New York
$783K – – –
CS
42
Credit Suisse
Switzerland
$723K -$72.5K -2,861 -9%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$700K +$700K +27,651 New
SEI Investments
44
SEI Investments
Pennsylvania
$664K -$81.6K -3,217 -11%
UBS AM
45
UBS AM
Illinois
$664K -$65.9K -2,600 -9%
Bank of America
46
Bank of America
North Carolina
$654K -$139K -5,483 -18%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$654K +$73.5K +2,900 +13%
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$609K – – –
CFA
49
Carroll Financial Associates
North Carolina
$517K -$408K -16,145 -44%
Fuller & Thaler Asset Management
50
Fuller & Thaler Asset Management
California
$509K +$6.84K +270 +1%
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