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Live Oak Bancshares
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Overview Fund Activity

164 hedge funds and large institutions have $1.45B invested in Live Oak Bancshares in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
-2
Holders Change %
-1.2%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
27
Increased
60
Reduced
40
Closed
29
Calls
$21.5M
Puts
$10.4M
Net Calls
+$11.1M
Net Calls Change
-$4.14M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$83.7M
2
Ameriprise
Ameriprise
Minnesota
$52.4M
3
State Street
State Street
Massachusetts
$85.5M
4
DC
Davenport & Co
Virginia
$12.1M
5
Aberdeen Group
Aberdeen Group
United Kingdom
$38.3M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$56.8M
2
MPAM
Monarch Partners Asset Management
Massachusetts
$0
3
Federated Hermes
Federated Hermes
Pennsylvania
$0
4
LCG
Lisanti Capital Growth
New York
$0
5
BlackRock
BlackRock
New York
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
101
Amalgamated Bank
New York
$351K +$351K +5,953 New
IA
102
IndexIQ Advisors
New York
$349K +$3.25K +55 +0.9%
Jane Street
103
Jane Street
New York
$334K -$383K -6,492 -53%
SF
104
Synovus Financial
Georgia
$325K – – –
PHAM
105
Palisades Hudson Asset Management
Florida
$319K +$177 +3 +0.1%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$308K +$19.3K +326 +7%
American Century Companies
107
American Century Companies
Missouri
$304K +$72.2K +1,223 +31%
HIS
108
Harvest Investment Services
Illinois
$303K +$303K +5,140 New
Principal Financial Group
109
Principal Financial Group
Iowa
$297K +$297K +5,040 New
State of Wisconsin Investment Board
110
State of Wisconsin Investment Board
Wisconsin
$283K – – –
Osaic Holdings
111
Osaic Holdings
Arizona
$272K -$1.25M -21,202 -82%
B
112
Bailard
California
$266K -$35.5K -600 -12%
XT
113
XTX Topco
Cayman Islands
$265K +$265K +4,499 New
NFG
114
Next Financial Group
Texas
$249K -$79.6K -1,347 -24%
Robeco Institutional Asset Management
115
Robeco Institutional Asset Management
Netherlands
$249K – – –
Janus Henderson Group
116
Janus Henderson Group
United Kingdom
$238K +$35.4K +600 +17%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$227K – – –
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$218K – – –
Teacher Retirement System of Texas
119
Teacher Retirement System of Texas
Texas
$217K +$33K +560 +18%
AIA
120
Arbor Investment Advisors
North Carolina
$212K – – –
US Bancorp
121
US Bancorp
Minnesota
$185K – – –
CSS
122
Cubist Systematic Strategies
Connecticut
$183K +$1.12K +19 +0.6%
PHK
123
Point72 Hong Kong
Hong Kong
$160K +$160K +2,718 New
AIP
124
Ameritas Investment Partners
Nebraska
$147K +$8.55K +145 +6%
GWM
125
Geneos Wealth Management
Colorado
$142K -$2.96K -50 -2%
3 4
5
6 7