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Live Oak Bancshares
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Overview Fund Activity

212 hedge funds and large institutions have $2.34B invested in Live Oak Bancshares in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+47
Holders Change %
+28.48%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
59
Increased
57
Reduced
53
Closed
12
Calls
$18.6M
Puts
$5.94M
Net Calls
+$12.7M
Net Calls Change
-$4.49M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$205M
2
Capital International Investors
2
Capital International Investors
California
$35M
3
American Century Companies
3
American Century Companies
Missouri
$24.8M
4
RCW
4
Rheos Capital Works
Japan
$26.6M
5
State Street
5
State Street
Massachusetts
$114M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$86.3M
2
EC
2
EJF Capital
Virginia
$6.07M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$468M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$48.7M
5
CS
5
Credit Suisse
Switzerland
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
76
EAM Investors
California
$1.63M +$1.63M +18,683 New
NSEDCP
77
NJ State Employees Deferred Compensation Plan
New Jersey
$1.57M – – –
AIG
78
American International Group
New York
$1.48M -$26.4K -302 -2%
PIMG
79
Patriot Investment Management Group
Tennessee
$1.38M -$1.85M -21,200 -57%
CF
80
CNA Financial
Illinois
$1.35M +$21K +240 +2%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$1.28M -$553K -6,332 -30%
NA
82
Navellier & Associates
Nevada
$1.21M +$65.5K +750 +6%
QC
83
Quent Capital
New York
$1.15M +$1.15M +13,200 New
SEI Investments
84
SEI Investments
Pennsylvania
$1.12M +$1.12M +12,774 New
AI
85
Atria Investments
North Carolina
$1.11M +$1.11M +12,701 New
VOYA Investment Management
86
VOYA Investment Management
Georgia
$1.07M -$9.08K -104 -0.8%
Fuller & Thaler Asset Management
87
Fuller & Thaler Asset Management
California
$1.06M -$190K -2,172 -15%
Squarepoint
88
Squarepoint
New York
$1.06M +$1.06M +12,098 New
AIMCA
89
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.05M +$1.05M +11,984 New
JSC
90
Jackson Square Capital
California
$1.04M +$1.04M +11,912 New
UBS Group
91
UBS Group
Switzerland
$1.03M -$1.41M -16,122 -58%
Nomura Holdings
92
Nomura Holdings
Japan
$995K +$995K +11,375 New
PCM
93
Parsons Capital Management
Rhode Island
$986K – – –
MIM
94
MetLife Investment Management
New Jersey
$983K – – –
STA
95
Summit Trail Advisors
New York
$947K -$908K -10,400 -49%
GLA
96
Great Lakes Advisors
Illinois
$926K +$398K +4,563 +75%
LPL Financial
97
LPL Financial
California
$914K -$61.8K -708 -6%
HIS
98
Harvest Investment Services
Illinois
$908K +$461K +5,287 +103%
N
99
Natixis
France
$887K +$887K +10,163 New
Citigroup
100
Citigroup
New York
$817K +$311K +3,557 +61%
2 3
4
5 6