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Live Oak Bancshares
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Overview Fund Activity

166 hedge funds and large institutions have $1.56B invested in Live Oak Bancshares in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 53 increasing their positions, 43 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+6
Holders Change %
+3.75%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
38
Increased
53
Reduced
43
Closed
31
Calls
$27.3M
Puts
$12M
Net Calls
+$15.3M
Net Calls Change
+$7.39M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$46.2M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$32.4M
3
Ameriprise
Ameriprise
Minnesota
$30.6M
4
State Street
State Street
Massachusetts
$73.5M
5
EC
EJF Capital
Virginia
$27.9M

Top Sellers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$3.45M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$368M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$0
5
CIA
Capital Impact Advisors
Massachusetts
$5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rafferty Asset Management
51
Rafferty Asset Management
New York
$2.77M +$2M +29,156 +257%
Morgan Stanley
52
Morgan Stanley
New York
$2.68M -$716K -10,454 -21%
Russell Investments Group
53
Russell Investments Group
United Kingdom
$2.67M -$1.04M -15,190 -28%
UBS AM
54
UBS AM
Illinois
$2.42M -$63.9K -933 -3%
PIMG
55
Patriot Investment Management Group
Tennessee
$2.37M -$296K -4,317 -11%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$2.33M +$192K +2,807 +9%
RA
57
Royce & Associates
New York
$2.12M – – –
S
58
SignatureFD
Georgia
$1.92M +$34.5K +504 +2%
Osaic Holdings
59
Osaic Holdings
Arizona
$1.77M +$256K +3,736 +17%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$1.77M – – –
Victory Capital Management
61
Victory Capital Management
Texas
$1.52M +$375K +5,474 +33%
STA
62
Summit Trail Advisors
New York
$1.46M +$1.46M +21,250 New
First Trust Advisors
63
First Trust Advisors
Illinois
$1.41M +$357K +5,206 +34%
PPA
64
Parametric Portfolio Associates
Washington
$1.39M +$337K +4,920 +32%
UBS Group
65
UBS Group
Switzerland
$1.35M -$186K -2,721 -12%
Deutsche Bank
66
Deutsche Bank
Germany
$1.32M -$118K -1,722 -8%
Skandinaviska Enskilda Banken (SEB)
67
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.27M +$1.27M +18,600 New
NSEDCP
68
NJ State Employees Deferred Compensation Plan
New Jersey
$1.23M – – –
Fuller & Thaler Asset Management
69
Fuller & Thaler Asset Management
California
$1.16M -$177K -2,590 -13%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$1.16M +$1.16M +16,881 New
Allianz Asset Management
71
Allianz Asset Management
Germany
$947K +$947K +13,824 New
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$857K +$480K +7,007 +127%
VOYA Investment Management
73
VOYA Investment Management
Georgia
$849K +$3.08K +45 +0.4%
Jane Street
74
Jane Street
New York
$832K -$498K -7,277 -37%
LPL Financial
75
LPL Financial
California
$818K +$57.4K +838 +8%
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