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Live Oak Bancshares
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Overview Fund Activity

165 hedge funds and large institutions have $1.61B invested in Live Oak Bancshares in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
54
Reduced
47
Closed
17
Calls
$24.1M
Puts
$6.9M
Net Calls
+$17.2M
Net Calls Change
+$6.08M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$88.8M
2
Capital Research Global Investors
Capital Research Global Investors
California
$155M
3
EAM
Eventide Asset Management
Massachusetts
$16.5M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$350M
5
Goldman Sachs
Goldman Sachs
New York
$15.1M

Top Sellers

1
State Street
State Street
Massachusetts
$69.5M
2
EC
EJF Capital
Virginia
$15.4M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$0
4
BP
Ballentine Partners
Massachusetts
$0
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$252K
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
76
MetLife Investment Management
New Jersey
$717K – – –
LPL Financial
77
LPL Financial
California
$711K -$22.3K -350 -3%
AQR Capital Management
78
AQR Capital Management
Connecticut
$692K +$86K +1,352 +14%
LAI
79
Legal Advantage Investments
California
$668K – – –
Handelsbanken Fonder
80
Handelsbanken Fonder
Sweden
$649K +$95.4K +1,500 +17%
SG Americas Securities
81
SG Americas Securities
New York
$633K +$523K +8,214 +475%
BFC
82
Banc Funds Company
Illinois
$560K – – –
ASRS
83
Arizona State Retirement System
Arizona
$554K +$10.9K +171 +2%
AWM
84
Apollon Wealth Management
South Carolina
$547K +$19K +298 +4%
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$533K +$5.22K +82 +1%
Cerity Partners
86
Cerity Partners
New York
$509K – – –
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$503K +$425K +6,682 +550%
SSWM
88
Smith Salley Wealth Management
North Carolina
$490K – – –
CSS
89
Cubist Systematic Strategies
Connecticut
$450K +$253K +3,970 +128%
HF
90
HRT Financial
New York
$440K +$440K +6,915 New
CA
91
Cetera Advisors
Colorado
$435K +$15K +235 +4%
Principal Financial Group
92
Principal Financial Group
Iowa
$421K +$100K +1,577 +31%
AA
93
ALPS Advisors
Colorado
$420K +$420K +6,596 New
IA
94
IndexIQ Advisors
New York
$418K +$41.8K +657 +11%
Balyasny Asset Management
95
Balyasny Asset Management
Illinois
$392K +$392K +6,154 New
CF
96
Centaurus Financial
California
$389K -$66.8K -1,050 -15%
VFM
97
Vivid Financial Management
California
$386K -$50.1K -788 -11%
GLA
98
Great Lakes Advisors
Illinois
$385K +$385K +6,044 New
Citigroup
99
Citigroup
New York
$369K -$2.44M -38,403 -87%
CIP
100
Cornerstone Investment Partners
Georgia
$365K -$89.2K -1,400 -20%
2 3
4
5 6