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Live Oak Bancshares
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Overview Fund Activity

92 hedge funds and large institutions have $390M invested in Live Oak Bancshares in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
20
Increased
37
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
SouthState Corp
Florida
$6.52M
2
Millennium Management
Millennium Management
New York
$6.32M
3
SB
Suntrust Banks
Georgia
$4.94M
4
State Street
State Street
Massachusetts
$13M
5
EA
Emerald Advisers
Pennsylvania
$11.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$14.7M
2
SCA
Stieven Capital Advisors
Missouri
$1.71M
3
CRC
Curi RMB Capital
Illinois
$15.9M
4
JAM
Jacobs Asset Management
New York
$0
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
76
UBS Group
Switzerland
$33K -$20.5K -840 -38%
AIM
77
Anchor Investment Management
South Carolina
$29.8K – – –
CBT
78
Central Bank & Trust
Kentucky
$24K – – –
DAM
79
Delta Asset Management
Tennessee
$19K +$2.38K +100 +14%
SIC
80
Salem Investment Counselors
North Carolina
$17K – – –
LTFS
81
Ladenburg Thalmann Financial Services
Florida
$16K – – –
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$14K +$11.9K +487 +560%
Zurich Cantonal Bank
83
Zurich Cantonal Bank
Switzerland
$14K +$14K +585 New
X
84
Xponance
Pennsylvania
$13K +$13K +517 New
JAM
85
Jolley Asset Management
North Carolina
$12K – – –
EA
86
Edge Advisors
Georgia
$12K – – –
ASN
87
Advisory Services Network
Georgia
$12K – – –
FNB
88
Farmers National Bank
Kentucky
$7K +$7K +300 New
AG
89
Advisor Group
Arizona
$5K – – –
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$3K -$47.5K -1,949 -94%
DCM
91
Delpha Capital Management
New York
$1K +$1K +23 New
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$1K +$1K +37 New
JAM
93
Jacobs Asset Management
New York
– -$3.59M -153,000 Closed
Renaissance Technologies
94
Renaissance Technologies
New York
– -$1.27M -54,157 Closed
SIM
95
Spark Investment Management
New York
– -$562K -24,000 Closed
GCP
96
GSA Capital Partners
United Kingdom
– -$506K -21,573 Closed
Capstone Investment Advisors
97
Capstone Investment Advisors
New York
– -$458K -19,573 Closed
NFA
98
Nationwide Fund Advisors
Ohio
– -$281K -11,989 Closed
FMA
99
FNY Managed Accounts
New York
– -$65K -2,800 Closed
TRCT
100
Tower Research Capital (TRC)
New York
– -$30K -1,273 Closed
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