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Live Oak Bancshares
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Overview Fund Activity

164 hedge funds and large institutions have $1.45B invested in Live Oak Bancshares in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
-2
Holders Change %
-1.2%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
27
Increased
60
Reduced
40
Closed
29
Calls
$21.5M
Puts
$10.4M
Net Calls
+$11.1M
Net Calls Change
-$4.14M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$83.7M
2
Ameriprise
Ameriprise
Minnesota
$52.4M
3
State Street
State Street
Massachusetts
$85.5M
4
DC
Davenport & Co
Virginia
$12.1M
5
Aberdeen Group
Aberdeen Group
United Kingdom
$38.3M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$56.8M
2
MPAM
Monarch Partners Asset Management
Massachusetts
$0
3
Federated Hermes
Federated Hermes
Pennsylvania
$0
4
LCG
Lisanti Capital Growth
New York
$0
5
BlackRock
BlackRock
New York
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
51
Russell Investments Group
United Kingdom
$2.34M +$44.7K +759 +2%
Bank of America
52
Bank of America
North Carolina
$2.33M -$653K -11,061 -22%
Invesco
53
Invesco
Georgia
$2.23M -$2.11M -35,743 -49%
EVM
54
Eaton Vance Management
Massachusetts
$2.16M -$495K -8,398 -19%
PIMG
55
Patriot Investment Management Group
Tennessee
$2.05M +$1.47K +25 +0.1%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$1.85M -$839K -14,228 -31%
RA
57
Royce & Associates
New York
$1.82M – – –
UBS AM
58
UBS AM
Illinois
$1.76M -$327K -5,545 -16%
S
59
SignatureFD
Georgia
$1.66M – – –
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$1.64M +$114K +1,930 +7%
Renaissance Technologies
61
Renaissance Technologies
New York
$1.46M +$1.46M +24,800 New
PPA
62
Parametric Portfolio Associates
Washington
$1.27M +$73.1K +1,240 +6%
Stifel Financial
63
Stifel Financial
Missouri
$1.26M +$1.26M +21,422 New
STA
64
Summit Trail Advisors
New York
$1.25M – – –
PI
65
PEAK6 Investments
Illinois
$1.18M +$1.18M +20,045 New
Victory Capital Management
66
Victory Capital Management
Texas
$1.15M -$161K -2,724 -12%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$1.14M -$865K -14,676 -43%
NSEDCP
68
NJ State Employees Deferred Compensation Plan
New Jersey
$1.06M – – –
RJFSA
69
Raymond James Financial Services Advisors
Florida
$952K -$44.1K -748 -4%
Fuller & Thaler Asset Management
70
Fuller & Thaler Asset Management
California
$880K -$118K -2,000 -12%
CF
71
CNA Financial
Illinois
$858K +$435K +7,384 +103%
Allianz Asset Management
72
Allianz Asset Management
Germany
$816K – – –
VOYA Investment Management
73
VOYA Investment Management
Georgia
$712K -$20K -338 -3%
Legal & General Group
74
Legal & General Group
United Kingdom
$683K +$122K +2,066 +22%
NA
75
Navellier & Associates
Nevada
$683K +$683K +11,573 New
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