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Live Oak Bancshares
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Overview Fund Activity

73 hedge funds and large institutions have $233M invested in Live Oak Bancshares in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
26
Reduced
18
Closed
5
Calls
$4K
Puts
$543K
Net Calls
-$539K
Net Calls Change
-$539K

Top Buyers

1
BlackRock
BlackRock
New York
+$22.8M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$18.2M
3
HighTower Advisors
HighTower Advisors
Illinois
+$4.59M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$2.28M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.8M

Top Sellers

1
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$3.32M
2
EA
Emerald Advisers
Pennsylvania
-$2.95M
3
MCA
Mendon Capital Advisors
Florida
-$2.93M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$870K
5
DCM
Driehaus Capital Management
Illinois
-$867K
Name Holding Trade Value Shares
Change 		Shares
Change %
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$223K +$223K +10,300 New
Bank of America
52
Bank of America
North Carolina
$118K +$3.99K +185 +4%
Legal & General Group
53
Legal & General Group
United Kingdom
$109K – – –
US Bancorp
54
US Bancorp
Minnesota
$100K +$43.7K +2,014 +77%
Canada Life
55
Canada Life
Manitoba, Canada
$38K – – –
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$37K +$21.9K +1,001 +145%
AIP
57
Ameritas Investment Partners
Nebraska
$33K +$33K +1,524 New
BBHC
58
Brown Brothers Harriman & Co
New York
$32K – – –
CBT
59
Central Bank & Trust
Kentucky
$22K +$22K +1,000 New
AIM
60
Anchor Investment Management
South Carolina
$21.7K – – –
DADC
61
D.A. Davidson & Co
Montana
$18K +$620 +30 +4%
UBS Group
62
UBS Group
Switzerland
$17K -$63K -2,959 -79%
DAM
63
Delta Asset Management
Tennessee
$15K – – –
Citigroup
64
Citigroup
New York
$11K -$437K -19,312 -98%
JAM
65
Jolley Asset Management
North Carolina
$11K – – –
EA
66
Edge Advisors
Georgia
$11K – – –
Barclays
67
Barclays
United Kingdom
$7K -$4.32K -209 -38%
MAM
68
Meeder Asset Management
Ohio
$6K +$6K +259 New
AG
69
Advisor Group
Arizona
$4K – – –
Creative Planning
70
Creative Planning
Kansas
$3K +$3K +134 New
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$2K – – –
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$1.69K -$5.46K -252 -76%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$1K – – –
EA
74
Emerald Advisers
Pennsylvania
– -$2.95M -159,196 Closed
MCA
75
Mendon Capital Advisors
Florida
– -$2.93M -158,560 Closed
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