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Live Oak Bancshares
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Overview Fund Activity

102 hedge funds and large institutions have $512M invested in Live Oak Bancshares in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 29 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-8
Holders Change %
-7.27%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
42
Reduced
29
Closed
19
Calls
$6.06M
Puts
$378K
Net Calls
+$5.68M
Net Calls Change
+$3.36M

Top Buyers

1
BCM
Basswood Capital Management
New York
+$28.6M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.18M
3
Wells Fargo
Wells Fargo
California
+$2.92M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.19M
5
BlackRock
BlackRock
New York
+$2.09M

Top Sellers

1
MCA
Mendon Capital Advisors
Florida
-$4.14M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.57M
3
DCM
Driehaus Capital Management
Illinois
-$2.25M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.02M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
101
SignatureFD
Georgia
$5K – – –
Fuller & Thaler Asset Management
102
Fuller & Thaler Asset Management
California
$5K +$5K +200 New
CEP
103
Chicago Equity Partners
Illinois
– -$1.45M -47,285 Closed
KA
104
Kaizen Advisory
Illinois
– -$1.27M -41,547 Closed
SSWM
105
Sheets Smith Wealth Management
North Carolina
– -$470K -15,334 Closed
EGM
106
Engineers Gate Manager
New York
– -$460K -15,017 Closed
Millennium Management
107
Millennium Management
New York
– -$431K -14,058 Closed
Victory Capital Management
108
Victory Capital Management
Texas
– -$347K -11,336 Closed
BTS
109
BB&T Securities
Virginia
– -$326K -10,665 Closed
D.E. Shaw & Co
110
D.E. Shaw & Co
New York
– -$239K -7,794 Closed
AIA
111
Arbor Investment Advisors
North Carolina
– -$221K -7,200 Closed
ZIC
112
ZWJ Investment Counsel
Georgia
– -$215K -7,000 Closed
ECM
113
Element Capital Management
New York
– -$206K -6,726 Closed
Acadian Asset Management
114
Acadian Asset Management
Massachusetts
– -$64K -2,097 Closed
AIM
115
Anchor Investment Management
South Carolina
– -$30.7K -1,000 Closed
MAM
116
Meeder Asset Management
Ohio
– -$29.9K -977 Closed
LTFS
117
Ladenburg Thalmann Financial Services
Florida
– -$19K -691 Closed
JAM
118
Jolley Asset Management
North Carolina
– -$15K -500 Closed
PIA
119
Piedmont Investment Advisors
North Carolina
– -$14K -442 Closed
RAM
120
Riggs Asset Management
Pennsylvania
– -$8K -250 Closed
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
– -$1K -37 Closed
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