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Live Oak Bancshares
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Overview Fund Activity

111 hedge funds and large institutions have $217M invested in Live Oak Bancshares in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+1
Holders Change %
+0.91%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
36
Reduced
39
Closed
14
Calls
$1.02M
Puts
$1.74M
Net Calls
-$721K
Net Calls Change
+$2.64M

Top Buyers

1
ACL
Azora Capital LP
Florida
+$5.03M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$3.93M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.41M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$1.25M
5
Nomura Holdings
Nomura Holdings
Japan
+$831K

Top Sellers

1
CRC
Curi RMB Capital
Illinois
-$8.91M
2
Millennium Management
Millennium Management
New York
-$8.47M
3
MCA
Mendon Capital Advisors
Florida
-$4.28M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.86M
5
UCMOK
United Capital Management of KS
Kansas
-$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
51
AllianceBernstein
Tennessee
$359K +$19.9K +1,600 +6%
Russell Investments Group
52
Russell Investments Group
United Kingdom
$356K -$31.3K -2,518 -8%
S
53
SignatureFD
Georgia
$329K – – –
UBS AM
54
UBS AM
Illinois
$299K -$16.5K -1,322 -5%
SEI Investments
55
SEI Investments
Pennsylvania
$294K – – –
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$286K – – –
Fuller & Thaler Asset Management
57
Fuller & Thaler Asset Management
California
$259K -$322K -25,836 -55%
SIM
58
Spark Investment Management
New York
$255K – – –
UBS Group
59
UBS Group
Switzerland
$254K -$152K -12,228 -37%
SG Americas Securities
60
SG Americas Securities
New York
$234K +$234K +18,728 New
PPA
61
Parametric Portfolio Associates
Washington
$231K -$41.9K -3,360 -15%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$224K -$1.22M -98,378 -85%
NSEDCP
63
NJ State Employees Deferred Compensation Plan
New Jersey
$224K – – –
First Trust Advisors
64
First Trust Advisors
Illinois
$219K -$34.6K -2,772 -14%
EVM
65
Eaton Vance Management
Massachusetts
$212K – – –
Balyasny Asset Management
66
Balyasny Asset Management
Illinois
$209K +$209K +16,745 New
AG
67
Aperio Group
California
$195K +$195K +15,631 New
AIG
68
American International Group
New York
$193K -$11.2K -894 -5%
RJA
69
Raymond James & Associates
Florida
$191K -$157K -12,623 -45%
Ohio Public Employees Retirement System (OPERS)
70
Ohio Public Employees Retirement System (OPERS)
Ohio
$180K +$180K +14,472 New
CS
71
Credit Suisse
Switzerland
$176K -$19.6K -1,568 -10%
Simplex Trading
72
Simplex Trading
Illinois
$176K +$146K +11,779 +492%
VOYA Investment Management
73
VOYA Investment Management
Georgia
$170K – – –
TA
74
Teton Advisors
New York
$166K – – –
Morgan Stanley
75
Morgan Stanley
New York
$158K -$380K -30,589 -71%
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