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Live Oak Bancshares
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Overview Fund Activity

166 hedge funds and large institutions have $1.56B invested in Live Oak Bancshares in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 53 increasing their positions, 43 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+6
Holders Change %
+3.75%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
38
Increased
53
Reduced
43
Closed
31
Calls
$27.3M
Puts
$12M
Net Calls
+$15.3M
Net Calls Change
+$7.39M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$46.2M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$32.4M
3
Ameriprise
Ameriprise
Minnesota
$30.6M
4
State Street
State Street
Massachusetts
$73.5M
5
EC
EJF Capital
Virginia
$27.9M

Top Sellers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$3.45M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$368M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$0
5
CIA
Capital Impact Advisors
Massachusetts
$5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
76
Parsons Capital Management
Rhode Island
$774K – – –
MIM
77
MetLife Investment Management
New Jersey
$772K – – –
LAI
78
Legal Advantage Investments
California
$719K – – –
Legal & General Group
79
Legal & General Group
United Kingdom
$651K – – –
AIM
80
Aigen Investment Management
New York
$644K +$116K +1,696 +22%
SEI Investments
81
SEI Investments
Pennsylvania
$632K -$122K -2,100 -16%
Truist Financial
82
Truist Financial
North Carolina
$591K +$15.4K +225 +3%
CANY
83
Caxton Associates (New York)
New York
$574K +$574K +8,378 New
ASRS
84
Arizona State Retirement System
Arizona
$571K +$7.19K +105 +1%
Cerity Partners
85
Cerity Partners
New York
$547K +$547K +7,993 New
MLICM
86
Metropolitan Life Insurance Company (MetLife)
New York
$540K -$18.3K -267 -3%
SSWM
87
Smith Salley Wealth Management
North Carolina
$528K – – –
ProShare Advisors
88
ProShare Advisors
Maryland
$519K +$88.8K +1,296 +21%
CF
89
Centaurus Financial
California
$501K -$108K -1,585 -18%
CF
90
CNA Financial
Illinois
$491K +$491K +7,166 New
CIP
91
Cornerstone Investment Partners
Georgia
$488K – – –
AQR Capital Management
92
AQR Capital Management
Connecticut
$470K +$11K +160 +2%
CA
93
Cetera Advisors
Colorado
$436K -$116K -1,700 -21%
DC
94
Davenport & Co
Virginia
$431K +$41K +600 +11%
Wolverine Trading
95
Wolverine Trading
Illinois
$431K +$95.5K +1,393 +28%
IA
96
IndexIQ Advisors
New York
$401K +$401K +5,852 New
AWM
97
Apollon Wealth Management
South Carolina
$398K +$398K +5,807 New
FC
98
Full18 Capital
Connecticut
$390K – – –
Handelsbanken Fonder
99
Handelsbanken Fonder
Sweden
$384K +$384K +5,600 New
NFG
100
Next Financial Group
Texas
$381K +$203K +2,968 +115%
2 3
4
5 6