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Live Oak Bancshares
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Overview Fund Activity

212 hedge funds and large institutions have $2.34B invested in Live Oak Bancshares in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+47
Holders Change %
+28.48%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
59
Increased
57
Reduced
53
Closed
12
Calls
$18.6M
Puts
$5.94M
Net Calls
+$12.7M
Net Calls Change
-$4.49M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$205M
2
Capital International Investors
2
Capital International Investors
California
$35M
3
American Century Companies
3
American Century Companies
Missouri
$24.8M
4
RCW
4
Rheos Capital Works
Japan
$26.6M
5
State Street
5
State Street
Massachusetts
$114M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$86.3M
2
EC
2
EJF Capital
Virginia
$6.07M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$468M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$48.7M
5
CS
5
Credit Suisse
Switzerland
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
26
Credit Suisse
Switzerland
$14.3M -$4.78M -54,736 -25%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$12.3M -$71.2K -816 -0.6%
Norges Bank
28
Norges Bank
Norway
$10.2M +$2.91M +33,291 +40%
BNP Paribas Asset Management
29
BNP Paribas Asset Management
France
$9.93M -$2.16M -24,709 -18%
AWA
30
AmeriServ Wealth Advisors
Pennsylvania
$9.81M – – –
RJA
31
Raymond James & Associates
Florida
$9.05M +$6.98K +80 +0.1%
HighTower Advisors
32
HighTower Advisors
Illinois
$8.6M -$3.44M -39,416 -29%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$8.19M -$1.42M -16,229 -15%
Invesco
34
Invesco
Georgia
$8.19M +$4.62M +52,943 +129%
Morgan Stanley
35
Morgan Stanley
New York
$8.13M +$3M +34,323 +58%
Bank of America
36
Bank of America
North Carolina
$7.3M +$1.98M +22,733 +37%
First Trust Advisors
37
First Trust Advisors
Illinois
$7.04M -$386K -4,418 -5%
TD Asset Management
38
TD Asset Management
Ontario, Canada
$6.95M +$3.46M +39,603 +99%
Millennium Management
39
Millennium Management
New York
$6.85M +$5.16M +59,142 +306%
Barclays
40
Barclays
United Kingdom
$6.82M +$2.83M +32,408 +71%
Voloridge Investment Management
41
Voloridge Investment Management
Florida
$6.35M +$6M +68,790 +1,734%
Swiss National Bank
42
Swiss National Bank
Switzerland
$6.16M – – –
Wells Fargo
43
Wells Fargo
California
$6.09M +$1.36M +15,627 +29%
EC
44
EJF Capital
Virginia
$6.07M -$15M -172,161 -71%
Deutsche Bank
45
Deutsche Bank
Germany
$5.78M -$51K -584 -0.9%
RHCA
46
Rosenthal Henry Capital Advisors
Indiana
$5.32M +$585K +6,700 +12%
Swedbank
47
Swedbank
Sweden
$5.23M +$5.23M +60,000 New
E
48
Ergoteles
New York
$5.11M +$5.11M +58,517 New
VIM
49
VELA Investment Management
Ohio
$5.09M +$5.09M +58,261 New
Renaissance Technologies
50
Renaissance Technologies
New York
$5.04M +$5.04M +57,700 New
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