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Live Oak Bancshares
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Overview Fund Activity

111 hedge funds and large institutions have $276M invested in Live Oak Bancshares in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
47
Reduced
24
Closed
17
Calls
$73K
Puts
$11K
Net Calls
+$62K
Net Calls Change
-$5.62M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$4.28M
2
BBHC
Brown Brothers Harriman & Co
New York
+$3.65M
3
CRC
Curi RMB Capital
Illinois
+$3.36M
4
Two Sigma Investments
Two Sigma Investments
New York
+$2.76M
5
MCA
Mendon Capital Advisors
Florida
+$2.35M

Top Sellers

1
BCM
Basswood Capital Management
New York
-$31.1M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$9.78M
3
DCM
Driehaus Capital Management
Illinois
-$6.74M
4
KPCM
Kings Point Capital Management
New York
-$6.61M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$4.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
76
Principal Financial Group
Iowa
$216K +$90.7K +6,133 +72%
BP
77
Ballentine Partners
Massachusetts
$212K – – –
PPA
78
Parametric Portfolio Associates
Washington
$201K +$71.8K +4,842 +56%
SPC
79
Sigma Planning Corp
Michigan
$180K +$8.44K +570 +5%
CS
80
Credit Suisse
Switzerland
$179K +$39K +2,648 +28%
ZCM
81
Zebra Capital Management
Connecticut
$178K +$178K +11,990 New
VOYA Investment Management
82
VOYA Investment Management
Georgia
$175K – – –
RJA
83
Raymond James & Associates
Florida
$171K -$282K -19,030 -62%
Acadian Asset Management
84
Acadian Asset Management
Massachusetts
$169K +$169K +11,383 New
MIM
85
MetLife Investment Management
New Jersey
$156K – – –
UBS Group
86
UBS Group
Switzerland
$154K -$153K -10,336 -50%
MWNA
87
Marshall Wace North America
New York
$139K +$139K +9,400 New
MLICM
88
Metropolitan Life Insurance Company (MetLife)
New York
$126K – – –
Parallax Volatility Advisers
89
Parallax Volatility Advisers
California
$122K +$122K +8,263 New
AAM
90
Advisors Asset Management
Colorado
$66K +$6.87K +463 +12%
Legal & General Group
91
Legal & General Group
United Kingdom
$60K – – –
US Bancorp
92
US Bancorp
Minnesota
$44K +$5.87K +400 +15%
HI
93
Hudock Inc
Pennsylvania
$44K +$44K +3,000 New
DAM
94
Delta Asset Management
Tennessee
$29K -$2.97K -200 -9%
AIP
95
Ameritas Investment Partners
Nebraska
$29K – – –
LTFS
96
Ladenburg Thalmann Financial Services
Florida
$27K +$27K +1,840 New
Canada Life
97
Canada Life
Manitoba, Canada
$26K -$58 -4 -0.2%
LWANC
98
Laurel Wealth Advisors (North Carolina)
North Carolina
$24K +$24K +1,600 New
CIAS
99
Capital Investment Advisory Services
North Carolina
$24K +$24K +1,610 New
CBT
100
Central Bank & Trust
Kentucky
$15K – – –
2 3
4
5 6