LOB icon

Live Oak Bancshares
LOB

Overview Fund Activity

160 hedge funds and large institutions have $953M invested in Live Oak Bancshares in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+43
Holders Change %
+36.75%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
54
Increased
43
Reduced
37
Closed
10
Calls
$25.5M
Puts
$17.7M
Net Calls
+$7.87M
Net Calls Change
+$4.22M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$56.8M
2
EA
Emerald Advisers
Pennsylvania
+$10.3M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$9.04M
4
EC
EJF Capital
Virginia
+$8.82M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$8.48M

Top Sellers

1
MCA
Mendon Capital Advisors
Florida
-$9.49M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$6.71M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$6.37M
4
DCM
Driehaus Capital Management
Illinois
-$3.68M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
101
State of Wisconsin Investment Board
Wisconsin
$313K -$308K -6,500 -50%
ProShare Advisors
102
ProShare Advisors
Maryland
$298K +$298K +6,277 New
DC
103
Davenport & Co
Virginia
$271K +$271K +5,700 New
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$261K -$45K -948 -15%
SF
105
Synovus Financial
Georgia
$260K +$260K +5,500 New
PHAM
106
Palisades Hudson Asset Management
Florida
$257K +$257K +5,405 New
SG Americas Securities
107
SG Americas Securities
New York
$253K -$198K -4,163 -44%
Two Sigma Advisers
108
Two Sigma Advisers
New York
$252K -$285K -6,000 -53%
IWM
109
IHT Wealth Management
Illinois
$244K +$244K +5,137 New
CC
110
Centiva Capital
New York
$244K +$244K +5,150 New
D.E. Shaw & Co
111
D.E. Shaw & Co
New York
$242K +$242K +5,097 New
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$230K +$162K +3,257 +238%
Wolverine Trading
113
Wolverine Trading
Illinois
$228K +$228K +4,895 New
State Board of Administration of Florida Retirement System
114
State Board of Administration of Florida Retirement System
Florida
$225K +$225K +4,738 New
WCM
115
Weld Capital Management
New York
$206K +$206K +4,346 New
AFAS
116
Acorn Financial Advisory Services
Virginia
$204K +$204K +4,300 New
UFF
117
USA Financial Formulas
Michigan
$197K +$197K +4,158 New
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$185K – – –
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$182K -$139K -2,940 -43%
IA
120
IFP Advisors
Florida
$177K -$110K -2,326 -38%
GWM
121
Geneos Wealth Management
Colorado
$164K +$164K +2,400 New
CTFG
122
Capstone Triton Financial Group
Oklahoma
$159K +$159K +3,356 New
US Bancorp
123
US Bancorp
Minnesota
$149K – – –
VFA
124
Valeo Financial Advisors
Indiana
$145K +$62.8K +1,320 +76%
Canada Life
125
Canada Life
Manitoba, Canada
$142K – – –
3 4
5
6 7