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Live Oak Bancshares
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Overview Fund Activity

98 hedge funds and large institutions have $298M invested in Live Oak Bancshares in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-13
Holders Change %
-11.71%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
7
Increased
27
Reduced
42
Closed
17
Calls
$2.73M
Puts
$1.9M
Net Calls
+$826K
Net Calls Change
-$2.26M

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$18.1M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$2.3M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.85M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.02M
5
CRC
Curi RMB Capital
Illinois
$13.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$4.05M
2
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
3
State Street
State Street
Massachusetts
$11.3M
4
CFA
Carroll Financial Associates
North Carolina
$882K
5
Millennium Management
Millennium Management
New York
$208K
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
76
Simplex Trading
Illinois
$112K +$95.4K +5,612 +576%
LA
77
Legacy Advisors
Pennsylvania
$94K – – –
Legal & General Group
78
Legal & General Group
United Kingdom
$91K +$15.4K +892 +20%
CG
79
Cutler Group
California
$82K +$76.9K +4,485 +1,500%
AAM
80
Advisors Asset Management
Colorado
$73K -$3K -175 -4%
GAM
81
Griffin Asset Management
New York
$69K +$69K +4,000 New
US Bancorp
82
US Bancorp
Minnesota
$51K – – –
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$48.2K -$42.6K -2,485 -47%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$46K +$36.2K +2,107 +367%
TRCT
85
Tower Research Capital (TRC)
New York
$43K +$23.6K +1,368 +121%
LTFS
86
Ladenburg Thalmann Financial Services
Florida
$37K -$35.8K -2,073 -49%
Canada Life
87
Canada Life
Manitoba, Canada
$36K +$5.19K +301 +17%
AIP
88
Ameritas Investment Partners
Nebraska
$33K – – –
CIAS
89
Capital Investment Advisory Services
North Carolina
$18K -$568 -35 -3%
BL
90
Balentine LLC
Georgia
$17K – – –
CBT
91
Central Bank & Trust
Kentucky
$17K – – –
Zurich Cantonal Bank
92
Zurich Cantonal Bank
Switzerland
$15K – – –
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$14K – – –
PA
94
Parallel Advisors
California
$8K – – –
LFG
95
Larson Financial Group
Missouri
$3K -$2.63K -150 -47%
LWANC
96
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K -$3.2M -1,599 -100%
Prudential Financial
97
Prudential Financial
New Jersey
– -$851K -58,232 Closed
Marshall Wace
98
Marshall Wace
United Kingdom
– -$785K -53,718 Closed
CAN
99
Cetera Advisor Networks
California
– -$626K -42,790 Closed
Two Sigma Investments
100
Two Sigma Investments
New York
– -$567K -38,800 Closed
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