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Live Oak Bancshares
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+6
Holders Change %
+8%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
38
Reduced
12
Closed
9
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
-$4K

Top Buyers

1
MCA
Mendon Capital Advisors
Florida
+$27.9M
2
CRC
Curi RMB Capital
Illinois
+$19.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$16.1M
4
EA
Emerald Advisers
Pennsylvania
+$9.57M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$8.69M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$1.86M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.62M
3
EI
EAM Investors
California
-$938K
4
RA
Royce & Associates
New York
-$528K
5
GC
Gratus Capital
Georgia
-$448K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
51
American International Group
New York
$311K +$23.3K +991 +8%
NFA
52
Nationwide Fund Advisors
Ohio
$281K +$16.9K +720 +6%
SSWM
53
Sheets Smith Wealth Management
North Carolina
$278K -$2.53K -108 -0.9%
VOYA Investment Management
54
VOYA Investment Management
Georgia
$274K – – –
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$244K -$113K -4,790 -32%
Victory Capital Management
56
Victory Capital Management
Texas
$183K +$183K +7,784 New
Legal & General Group
57
Legal & General Group
United Kingdom
$136K +$17.9K +764 +15%
US Bancorp
58
US Bancorp
Minnesota
$136K +$27.5K +1,169 +25%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$98K +$98K +4,212 New
Bank of America
60
Bank of America
North Carolina
$96K +$42K +1,780 +78%
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$68.6K +$17.9K +764 +35%
FMA
62
FNY Managed Accounts
New York
$65K +$65K +2,800 New
SEI Investments
63
SEI Investments
Pennsylvania
$52K +$52K +2,199 New
UBS Group
64
UBS Group
Switzerland
$51K +$21.2K +912 +71%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$49K -$199K -8,408 -80%
Canada Life
66
Canada Life
Manitoba, Canada
$41K – – –
AIP
67
Ameritas Investment Partners
Nebraska
$34K – – –
TRCT
68
Tower Research Capital (TRC)
New York
$30K +$30K +1,273 New
AIM
69
Anchor Investment Management
South Carolina
$29.3K +$5.86K +250 +25%
CBT
70
Central Bank & Trust
Kentucky
$23K – – –
LTFS
71
Ladenburg Thalmann Financial Services
Florida
$16K -$55.6K -2,403 -78%
SIC
72
Salem Investment Counselors
North Carolina
$16K – – –
DAM
73
Delta Asset Management
Tennessee
$16K +$16K +700 New
JAM
74
Jolley Asset Management
North Carolina
$12K – – –
ASN
75
Advisory Services Network
Georgia
$12K – – –
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