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Live Oak Bancshares
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Overview Fund Activity

117 hedge funds and large institutions have $448M invested in Live Oak Bancshares in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 25 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+12
Holders Change %
+11.43%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
25
Reduced
45
Closed
12
Calls
$5.65M
Puts
$2M
Net Calls
+$3.65M
Net Calls Change
+$3.51M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$20.9M
2
DCM
Driehaus Capital Management
Illinois
+$7.24M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.86M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.02M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$700K

Top Sellers

1
MCA
Mendon Capital Advisors
Florida
-$6.97M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$2.88M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.45M
4
State Street
State Street
Massachusetts
-$2.07M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
101
McIlrath & Eck
Washington
$34K – – –
Federated Hermes
102
Federated Hermes
Pennsylvania
$28K +$28K +1,116 New
CBT
103
Central Bank & Trust
Kentucky
$25K – – –
NFG
104
Next Financial Group
Texas
$17K +$17K +677 New
WCG
105
Weaver Consulting Group
California
$13K – – –
CFFP
106
Center for Financial Planning
Michigan
$13K – – –
DOA
107
D'Orazio & Associates
Virginia
$13K +$13K +500 New
APA
108
American Portfolios Advisors
New York
$12.7K +$12.7K +500 New
SIC
109
Salem Investment Counselors
North Carolina
$7K -$18.6K -785 -73%
SFA
110
Semmax Financial Advisors
North Carolina
$4K – – –
CCM
111
Chiron Capital Management
Florida
$4K +$4K +142 New
CWC
112
Carolinas Wealth Consulting
North Carolina
$3K -$94.5K -3,183 -97%
CFGS
113
Concourse Financial Group Securities
Alabama
$3K – – –
ASN
114
Advisory Services Network
Georgia
$3K +$3K +100 New
QCG
115
Quadrant Capital Group
Ohio
$2K – – –
SFS
116
Sowell Financial Services
Arkansas
$1K +$1K +20 New
Millennium Management
117
Millennium Management
New York
$200 +$200 +7,915 New
Wellington Management Group
118
Wellington Management Group
Massachusetts
– -$2.45M -169,005 Closed
APCM
119
Arbiter Partners Capital Management
New York
– -$290K -20,000 Closed
DTL
120
Dynamic Technology Lab
Singapore
– -$223K -15,403 Closed
GCA
121
Greenwood Capital Associates
South Carolina
– -$158K -10,883 Closed
SF
122
Synovus Financial
Georgia
– -$80K -5,500 Closed
CAN
123
Cetera Advisor Networks
California
– -$80K -5,500 Closed
PIMG
124
Patriot Investment Management Group
Tennessee
– -$44.9K -3,091 Closed
AAM
125
Advisors Asset Management
Colorado
– -$42K -2,912 Closed
2 3 4
5
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