Live Oak Bancshares
81 hedge funds and large institutions have $383M invested in Live Oak Bancshares in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 12 reducing their positions, and 9 closing their positions.
217% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 12
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
41% more capital invested
Capital invested by funds: $272M → $383M (+$111M)
16.78% more ownership
Funds ownership: 37.65% → 54.43% (+17%)
8% more funds holding
Funds holding: 75 → 81 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
+$27.8M |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$19.3M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$16.1M |
| 4 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
+$9.54M |
| 5 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$8.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.85M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.62M |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
-$938K |
| 4 |
RA
Royce & Associates
New York
|
-$526K |
| 5 |
GC
Gratus Capital
Atlanta,
Georgia
|
-$448K |
LOB Hedge Fund Activity: Q3 2017 in Review
81 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Live Oak Bancshares (LOB) for Q3 2017, worth a combined $383M — up 41% from $272M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new LOB positions and 9 closed out — a net gain of 6 holders — while 38 added to existing stakes and 12 trimmed.
The largest buyer was Mendon Capital Advisors, opening a new position worth an estimated $27.8M. The largest seller was Goldman Sachs, cutting an estimated $1.85M.
- 81 institutional investors held Live Oak Bancshares (LOB) as of Q3 2017, up from 75 in Q2 2017.
- Funds reported $383M of Live Oak Bancshares stock for Q3 2017, up 41% quarter-over-quarter.
- 15 funds opened new Live Oak Bancshares positions in Q3 2017 and 9 closed out, a net change of +6 holders.
- The largest Live Oak Bancshares buyer in Q3 2017 was Mendon Capital Advisors, an estimated $27.8M added.
- The largest Live Oak Bancshares seller in Q3 2017 was Goldman Sachs, an estimated $1.85M sold.
Based on aggregated 13F filings for Q3 2017.