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Live Oak Bancshares
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Overview Fund Activity

166 hedge funds and large institutions have $1.56B invested in Live Oak Bancshares in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 53 increasing their positions, 43 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+6
Holders Change %
+3.75%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
38
Increased
53
Reduced
43
Closed
31
Calls
$27.3M
Puts
$12M
Net Calls
+$15.3M
Net Calls Change
+$7.39M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$46.2M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$32.4M
3
Ameriprise
Ameriprise
Minnesota
$30.6M
4
State Street
State Street
Massachusetts
$73.5M
5
EC
EJF Capital
Virginia
$27.9M

Top Sellers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$3.45M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$368M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$0
5
CIA
Capital Impact Advisors
Massachusetts
$5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
26
Federated Hermes
Pennsylvania
$9.39M -$2.92M -42,675 -24%
LCG
27
Lisanti Capital Growth
New York
$8.79M +$8.79M +128,325 New
RJA
28
Raymond James & Associates
Florida
$8.11M +$1.06M +15,547 +15%
Hotchkis & Wiley Capital Management
29
Hotchkis & Wiley Capital Management
California
$7.79M +$500K +7,295 +7%
AWA
30
AmeriServ Wealth Advisors
Pennsylvania
$7.69M – – –
Goldman Sachs
31
Goldman Sachs
New York
$7M +$1.85M +27,066 +36%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$6.85M -$1.07M -15,564 -13%
Voloridge Investment Management
33
Voloridge Investment Management
Florida
$5.19M -$531K -7,756 -9%
Invesco
34
Invesco
Georgia
$5.04M -$945K -13,800 -16%
CIA
35
Capital Impact Advisors
Massachusetts
$5M -$4.04M -59,008 -45%
CS
36
Credit Suisse
Switzerland
$4.66M +$1.69M +24,685 +57%
BP
37
Ballentine Partners
Massachusetts
$4.52M – – –
Swiss National Bank
38
Swiss National Bank
Switzerland
$4.48M +$82.2K +1,200 +2%
Barclays
39
Barclays
United Kingdom
$4.03M +$3.41M +49,766 +544%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$3.9M -$438K -6,395 -10%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$3.88M -$453K -6,621 -10%
TD Asset Management
42
TD Asset Management
Ontario, Canada
$3.68M +$124K +1,816 +4%
ASN
43
Advisory Services Network
Georgia
$3.48M +$1.84M +26,858 +112%
Bank of America
44
Bank of America
North Carolina
$3.46M +$1.28M +18,632 +58%
Jacobs Levy Equity Management
45
Jacobs Levy Equity Management
New Jersey
$3.45M -$9.86M -143,970 -74%
ACP
46
Arcus Capital Partners
Georgia
$3.43M – – –
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$3.12M -$239K -3,497 -7%
EVM
48
Eaton Vance Management
Massachusetts
$3.08M +$1.91M +27,938 +164%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$2.93M -$8.84K -129 -0.3%
Citigroup
50
Citigroup
New York
$2.85M +$2.32M +33,806 +433%
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