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Live Oak Bancshares
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Overview Fund Activity

98 hedge funds and large institutions have $298M invested in Live Oak Bancshares in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-13
Holders Change %
-11.71%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
7
Increased
27
Reduced
42
Closed
17
Calls
$2.73M
Puts
$1.9M
Net Calls
+$826K
Net Calls Change
-$2.26M

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$18.1M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$2.3M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.85M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.02M
5
CRC
Curi RMB Capital
Illinois
$13.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$4.05M
2
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
3
State Street
State Street
Massachusetts
$11.3M
4
CFA
Carroll Financial Associates
North Carolina
$882K
5
Millennium Management
Millennium Management
New York
$208K
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
51
Parametric Portfolio Associates
Washington
$372K +$28.6K +1,666 +8%
JG
52
Jefferies Group
New York
$343K -$20.6K -1,200 -6%
NSEDCP
53
NJ State Employees Deferred Compensation Plan
New Jersey
$309K -$68.7K -4,000 -18%
Group One Trading
54
Group One Trading
Illinois
$309K +$73.8K +4,300 +31%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$300K +$122K +7,103 +68%
Deutsche Bank
56
Deutsche Bank
Germany
$295K -$674K -39,591 -70%
EVM
57
Eaton Vance Management
Massachusetts
$292K – – –
Barclays
58
Barclays
United Kingdom
$291K -$68.5K -3,991 -19%
UBS Group
59
UBS Group
Switzerland
$285K +$175K +10,179 +159%
AIG
60
American International Group
New York
$278K -$652 -38 -0.2%
ARTA
61
A.R.T. Advisors
New York
$276K +$276K +16,110 New
Morgan Stanley
62
Morgan Stanley
New York
$252K -$63K -3,655 -20%
BP
63
Ballentine Partners
Massachusetts
$246K – – –
CS
64
Credit Suisse
Switzerland
$228K -$114K -6,668 -33%
TA
65
Teton Advisors
New York
$228K +$228K +13,300 New
Principal Financial Group
66
Principal Financial Group
Iowa
$222K -$26.9K -1,571 -11%
RJA
67
Raymond James & Associates
Florida
$221K -$45K -2,630 -17%
SPC
68
Sigma Planning Corp
Michigan
$216K -$1.34K -78 -0.6%
Millennium Management
69
Millennium Management
New York
$208K -$1.15M -67,048 -85%
VOYA Investment Management
70
VOYA Investment Management
Georgia
$189K -$13.3K -777 -7%
MIM
71
MetLife Investment Management
New Jersey
$181K – – –
CF
72
Centaurus Financial
California
$180K +$180K +10,500 New
AG
73
Aperio Group
California
$156K +$156K +9,068 New
MLICM
74
Metropolitan Life Insurance Company (MetLife)
New York
$142K +$12.9K +751 +10%
Citigroup
75
Citigroup
New York
$134K -$37.3K -2,174 -22%
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