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Live Oak Bancshares
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Overview Fund Activity

166 hedge funds and large institutions have $1.56B invested in Live Oak Bancshares in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 53 increasing their positions, 43 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+6
Holders Change %
+3.75%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
38
Increased
53
Reduced
43
Closed
31
Calls
$27.3M
Puts
$12M
Net Calls
+$15.3M
Net Calls Change
+$7.39M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$46.2M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$32.4M
3
Ameriprise
Ameriprise
Minnesota
$30.6M
4
State Street
State Street
Massachusetts
$73.5M
5
EC
EJF Capital
Virginia
$27.9M

Top Sellers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$3.45M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$368M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$0
5
CIA
Capital Impact Advisors
Massachusetts
$5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
101
Synovus Financial
Georgia
$375K – – –
PHAM
102
Palisades Hudson Asset Management
Florida
$370K – – –
B
103
Bailard
California
$349K +$349K +5,100 New
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$335K +$10.3K +150 +3%
State of Wisconsin Investment Board
105
State of Wisconsin Investment Board
Wisconsin
$329K -$123K -1,800 -27%
AFAS
106
Acorn Financial Advisory Services
Virginia
$295K – – –
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$291K -$258K -3,770 -47%
Robeco Institutional Asset Management
108
Robeco Institutional Asset Management
Netherlands
$289K +$289K +4,220 New
SG Americas Securities
109
SG Americas Securities
New York
$283K -$81.7K -1,192 -22%
American Century Companies
110
American Century Companies
Missouri
$269K +$269K +3,924 New
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$263K +$547 +8 +0.2%
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$253K -$14.3K -209 -5%
OMC
113
Old Mission Capital
Illinois
$251K +$251K +3,666 New
QSS
114
Quantitative Systematic Strategies
Florida
$247K +$247K +3,605 New
AIA
115
Arbor Investment Advisors
North Carolina
$246K +$246K +3,588 New
Janus Henderson Group
116
Janus Henderson Group
United Kingdom
$235K +$235K +3,438 New
SFS
117
Sowell Financial Services
Arkansas
$235K +$234K +3,546 +17,730%
Two Sigma Advisers
118
Two Sigma Advisers
New York
$233K -$130K -1,900 -36%
US Bancorp
119
US Bancorp
Minnesota
$215K – – –
Teacher Retirement System of Texas
120
Teacher Retirement System of Texas
Texas
$214K +$214K +3,124 New
CSS
121
Cubist Systematic Strategies
Connecticut
$211K -$438K -6,407 -67%
WS
122
Wedbush Securities
California
$210K +$210K +3,060 New
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$205K +$205K +2,992 New
AGA
124
Accuvest Global Advisors
Utah
$205K +$205K +3,000 New
VFA
125
Valeo Financial Advisors
Indiana
$171K -$37.6K -550 -18%
3 4
5
6 7