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Live Oak Bancshares
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Overview Fund Activity

70 hedge funds and large institutions have $181M invested in Live Oak Bancshares in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
25
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$2.78M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$53.9M
4
BFA
4
BlackRock Fund Advisors
California
$11.7M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$1.42M

Top Sellers

1
GC
1
Gratus Capital
Georgia
$0
2
EMFAT
2
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.04M
3
EA
3
Emerald Advisers
Pennsylvania
$2.95M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$22M
5
MCA
5
Mendon Capital Advisors
Florida
$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
51
BlackRock Group
United Kingdom
$127K +$27.2K +1,470 +27%
Bank of America
52
Bank of America
North Carolina
$98K +$45.8K +2,471 +88%
Legal & General Group
53
Legal & General Group
United Kingdom
$94K +$37K +1,986 +65%
UBS Group
54
UBS Group
Switzerland
$70K +$56K +3,007 +401%
US Bancorp
55
US Bancorp
Minnesota
$48K – – –
Canada Life
56
Canada Life
Manitoba, Canada
$32K -$95K -5,193 -75%
BBHC
57
Brown Brothers Harriman & Co
New York
$28K – – –
BlackRock
58
BlackRock
New York
$22K -$16.5K -891 -43%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$22K +$22K +1,195 New
AIM
60
Anchor Investment Management
South Carolina
$18.5K – – –
DADC
61
D.A. Davidson & Co
Montana
$15K +$624 +35 +4%
DAM
62
Delta Asset Management
Tennessee
$13K – – –
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$13K – – –
Barclays
64
Barclays
United Kingdom
$11K +$3.71K +185 +51%
JAM
65
Jolley Asset Management
North Carolina
$9K +$9K +500 New
EA
66
Edge Advisors
Georgia
$9K +$9K +525 New
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$6.11K -$19K -1,028 -76%
AG
68
Advisor Group
Arizona
$4K – – –
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$2K – – –
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$1K +$1K +37 New
GC
71
Gratus Capital
Georgia
– -$14.4M -1,000,010 Closed
Citadel Advisors
72
Citadel Advisors
Florida
– -$1.13M -78,639 Closed
CRC
73
Curi RMB Capital
Illinois
– -$479K -33,234 Closed
Goldman Sachs
74
Goldman Sachs
New York
– -$326K -22,606 Closed
FSA
75
Franklin Street Advisors
North Carolina
– -$259K -17,975 Closed
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