LOB icon

Live Oak Bancshares
LOB

Overview Fund Activity

105 hedge funds and large institutions have $253M invested in Live Oak Bancshares in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 30 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
-6
Holders Change %
-5.41%
% of All Funds
2.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
41
Reduced
30
Closed
19
Calls
$637K
Puts
$503K
Net Calls
+$134K
Net Calls Change
+$855K

Top Buyers

1
DCM
Driehaus Capital Management
Illinois
+$5M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$3.85M
3
CIA
Capital Impact Advisors
Massachusetts
+$1.34M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.32M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$876K

Top Sellers

1
ACL
Azora Capital LP
Florida
-$5.03M
2
MCA
Mendon Capital Advisors
Florida
-$2.2M
3
CRC
Curi RMB Capital
Illinois
-$1.39M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$904K
5
Nomura Holdings
Nomura Holdings
Japan
-$831K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
76
Cetera Advisor Networks
California
$80K +$80K +5,500 New
Osaic Holdings
77
Osaic Holdings
Arizona
$79K +$63.4K +4,367 +406%
PI
78
PEAK6 Investments
Illinois
$62K -$94.8K -6,534 -60%
Zurich Cantonal Bank
79
Zurich Cantonal Bank
Switzerland
$57K +$31.6K +2,167 +124%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$54K +$54K +3,882 New
TRCT
81
Tower Research Capital (TRC)
New York
$53K -$25.4K -1,746 -32%
CWC
82
Carolinas Wealth Consulting
North Carolina
$48K +$48K +3,284 New
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$47K +$32.4K +2,220 +222%
US Bancorp
84
US Bancorp
Minnesota
$45K – – –
Canada Life
85
Canada Life
Manitoba, Canada
$45K +$377 +26 +0.8%
PIMG
86
Patriot Investment Management Group
Tennessee
$44.9K +$44.9K +3,091 New
AAM
87
Advisors Asset Management
Colorado
$42K -$13.4K -932 -24%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$38K +$30.9K +2,277 +435%
AIP
89
Ameritas Investment Partners
Nebraska
$34K – – –
LWANC
90
Laurel Wealth Advisors (North Carolina)
North Carolina
$23K -$23K -1,600 -50%
ME
91
McIlrath & Eck
Washington
$20K – – –
CG
92
Cutler Group
California
$19K +$19K +1,376 New
SIC
93
Salem Investment Counselors
North Carolina
$16K -$440K -29,705 -96%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$15K -$104K -7,139 -87%
BL
95
Balentine LLC
Georgia
$15K – – –
CBT
96
Central Bank & Trust
Kentucky
$15K – – –
VFA
97
Valeo Financial Advisors
Indiana
$15K +$6K +400 +67%
CFFP
98
Center for Financial Planning
Michigan
$7K – – –
WCG
99
Weaver Consulting Group
California
$7K +$7K +500 New
QT
100
Quantbot Technologies
New York
$5K +$5K +400 New
1 2 3
4
5