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Live Oak Bancshares
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Overview Fund Activity

75 hedge funds and large institutions have $272M invested in Live Oak Bancshares in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.87%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
26
Reduced
21
Closed
7
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
+$547K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$104M
2
Goldman Sachs
Goldman Sachs
New York
$3.97M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.62M
4
RA
Royce & Associates
New York
$4.63M
5
DCM
Driehaus Capital Management
Illinois
$7.86M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$27.2M
2
Renaissance Technologies
Renaissance Technologies
New York
$0
3
CFA
Carroll Financial Associates
North Carolina
$2.08M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
BCM
Basswood Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$253K -$219K -9,072 -46%
PIM
52
Profit Investment Management
Maryland
$226K +$226K +9,319 New
Legal & General Group
53
Legal & General Group
United Kingdom
$123K – – –
US Bancorp
54
US Bancorp
Minnesota
$112K – – –
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$75K +$34K +1,402 +83%
Bank of America
56
Bank of America
North Carolina
$55K -$76.4K -3,179 -58%
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$52.3K +$50.4K +2,084 +2,672%
Canada Life
58
Canada Life
Manitoba, Canada
$42K – – –
AIP
59
Ameritas Investment Partners
Nebraska
$37K – – –
UBS Group
60
UBS Group
Switzerland
$31K +$11.7K +484 +61%
AIM
61
Anchor Investment Management
South Carolina
$24.2K – – –
CBT
62
Central Bank & Trust
Kentucky
$24K – – –
SIC
63
Salem Investment Counselors
North Carolina
$17K +$17K +700 New
JAM
64
Jolley Asset Management
North Carolina
$12K – – –
EA
65
Edge Advisors
Georgia
$12K – – –
ASN
66
Advisory Services Network
Georgia
$12K +$12K +500 New
DADC
67
D.A. Davidson & Co
Montana
$11K -$10.1K -416 -48%
PAM
68
Panagora Asset Management
Massachusetts
$10K +$10K +415 New
CG
69
Cutler Group
California
$7K +$7K +319 New
Citigroup
70
Citigroup
New York
$5K -$6.52K -275 -57%
AG
71
Advisor Group
Arizona
$5K – – –
Creative Planning
72
Creative Planning
Kansas
$3K – – –
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$2K – – –
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$1K – – –
Renaissance Technologies
75
Renaissance Technologies
New York
– -$2.04M -94,300 Closed
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