LOB icon

Live Oak Bancshares
LOB

Overview Fund Activity

212 hedge funds and large institutions have $2.34B invested in Live Oak Bancshares in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+47
Holders Change %
+28.48%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
59
Increased
57
Reduced
53
Closed
12
Calls
$18.6M
Puts
$5.94M
Net Calls
+$12.7M
Net Calls Change
-$4.49M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$205M
2
Capital International Investors
2
Capital International Investors
California
$35M
3
American Century Companies
3
American Century Companies
Missouri
$24.8M
4
RCW
4
Rheos Capital Works
Japan
$26.6M
5
State Street
5
State Street
Massachusetts
$114M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$86.3M
2
EC
2
EJF Capital
Virginia
$6.07M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$468M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$48.7M
5
CS
5
Credit Suisse
Switzerland
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
51
Advisory Services Network
Georgia
$4.57M +$145K +1,661 +3%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$4.52M -$3.04M -34,834 -40%
SFA
53
Sequoia Financial Advisors
Ohio
$4.49M +$4.49M +51,480 New
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$3.9M +$1.92M +21,972 +97%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$3.89M +$120K +1,369 +3%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$3.28M +$2.6M +29,732 +376%
Jacobs Levy Equity Management
57
Jacobs Levy Equity Management
New Jersey
$3.03M -$3.23M -37,048 -52%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$2.99M +$2.99M +34,255 New
PPA
59
Parametric Portfolio Associates
Washington
$2.84M +$1.33M +15,260 +89%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$2.8M -$47.7K -546 -2%
Legal & General Group
61
Legal & General Group
United Kingdom
$2.78M +$14.7K +168 +0.5%
Citadel Advisors
62
Citadel Advisors
Florida
$2.76M +$2.76M +31,624 New
RA
63
Royce & Associates
New York
$2.7M – – –
ACP
64
Arcus Capital Partners
Georgia
$2.62M – – –
UBS AM
65
UBS AM
Illinois
$2.58M +$336K +3,853 +15%
CSS
66
Cubist Systematic Strategies
Connecticut
$2.57M +$1.95M +22,311 +315%
State of New Jersey Common Pension Fund D
67
State of New Jersey Common Pension Fund D
New Jersey
$2.53M +$2.53M +28,931 New
CIA
68
Capital Impact Advisors
Massachusetts
$2.41M -$4.62M -52,971 -66%
S
69
SignatureFD
Georgia
$2.38M -$352K -4,035 -13%
EVM
70
Eaton Vance Management
Massachusetts
$2.36M – – –
Russell Investments Group
71
Russell Investments Group
United Kingdom
$2.24M -$1.02M -11,641 -31%
Rafferty Asset Management
72
Rafferty Asset Management
New York
$2M -$519K -5,949 -21%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$1.8M +$118K +1,347 +7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
74
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.78M +$1.78M +20,400 New
EAM
75
EFG Asset Management
Oregon
$1.68M +$1.68M +19,267 New
1 2
3
4 5