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Live Oak Bancshares
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Overview Fund Activity

165 hedge funds and large institutions have $1.61B invested in Live Oak Bancshares in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
54
Reduced
47
Closed
17
Calls
$24.1M
Puts
$6.9M
Net Calls
+$17.2M
Net Calls Change
+$6.08M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$32.3M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$14.1M
3
EAM
Eventide Asset Management
Massachusetts
+$12.5M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$10.4M
5
Goldman Sachs
Goldman Sachs
New York
+$6.88M

Top Sellers

1
State Street
State Street
Massachusetts
-$22.7M
2
EC
EJF Capital
Virginia
-$10.6M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$7.64M
4
BP
Ballentine Partners
Massachusetts
-$3.89M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$3.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
51
Legal & General Group
United Kingdom
$2.01M +$1.28M +20,050 +173%
S
52
SignatureFD
Georgia
$1.99M +$208K +3,265 +12%
RA
53
Royce & Associates
New York
$1.97M – – –
ACP
54
Arcus Capital Partners
Georgia
$1.91M -$1.27M -20,000 -40%
AI
55
AXS Investments
New York
$1.91M +$1.91M +30,000 New
Rafferty Asset Management
56
Rafferty Asset Management
New York
$1.84M -$1.98M -31,073 -52%
UBS Group
57
UBS Group
Switzerland
$1.78M -$1.19M -18,719 -40%
EVM
58
Eaton Vance Management
Massachusetts
$1.72M -$607K -9,540 -26%
UBS AM
59
UBS AM
Illinois
$1.63M -$265K -4,160 -14%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$1.45M -$317K -4,975 -18%
Stifel Financial
61
Stifel Financial
Missouri
$1.4M +$40.7K +640 +3%
STA
62
Summit Trail Advisors
New York
$1.35M – – –
RJFSA
63
Raymond James Financial Services Advisors
Florida
$1.33M +$306K +4,817 +30%
Millennium Management
64
Millennium Management
New York
$1.23M +$1.23M +19,341 New
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$1.23M -$4.58K -72 -0.4%
NSEDCP
66
NJ State Employees Deferred Compensation Plan
New Jersey
$1.15M – – –
AIG
67
American International Group
New York
$1.1M -$26.1K -410 -2%
PPA
68
Parametric Portfolio Associates
Washington
$1.1M -$271K -4,258 -20%
CF
69
CNA Financial
Illinois
$968K +$42K +660 +5%
American Century Companies
70
American Century Companies
Missouri
$946K +$618K +9,715 +189%
Fuller & Thaler Asset Management
71
Fuller & Thaler Asset Management
California
$908K -$41.4K -650 -4%
NA
72
Navellier & Associates
Nevada
$831K +$94.3K +1,482 +13%
Victory Capital Management
73
Victory Capital Management
Texas
$814K -$428K -6,731 -34%
VOYA Investment Management
74
VOYA Investment Management
Georgia
$784K +$16.8K +264 +2%
PCM
75
Parsons Capital Management
Rhode Island
$719K – – –
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3
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