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Live Oak Bancshares
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Overview Fund Activity

165 hedge funds and large institutions have $1.61B invested in Live Oak Bancshares in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
54
Reduced
47
Closed
17
Calls
$24.1M
Puts
$6.9M
Net Calls
+$17.2M
Net Calls Change
+$6.08M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$88.8M
2
Capital Research Global Investors
Capital Research Global Investors
California
$155M
3
EAM
Eventide Asset Management
Massachusetts
$16.5M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$350M
5
Goldman Sachs
Goldman Sachs
New York
$15.1M

Top Sellers

1
State Street
State Street
Massachusetts
$69.5M
2
EC
EJF Capital
Virginia
$15.4M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$0
4
BP
Ballentine Partners
Massachusetts
$0
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$252K
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
101
Janus Henderson Group
United Kingdom
$363K +$106K +1,658 +41%
AB
102
Amalgamated Bank
New York
$358K -$20.6K -324 -5%
SF
103
Synovus Financial
Georgia
$350K – – –
PHAM
104
Palisades Hudson Asset Management
Florida
$344K +$191 +3 +0.1%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$332K – – –
AWM
106
AE Wealth Management
Kansas
$332K +$332K +5,216 New
HIS
107
Harvest Investment Services
Illinois
$325K -$1.53K -24 -0.5%
Teacher Retirement System of Texas
108
Teacher Retirement System of Texas
Texas
$322K +$87.3K +1,370 +37%
TFA
109
Teamwork Financial Advisors
Texas
$308K +$308K +4,836 New
State of Wisconsin Investment Board
110
State of Wisconsin Investment Board
Wisconsin
$305K – – –
NFG
111
Next Financial Group
Texas
$298K +$30.1K +474 +11%
B
112
Bailard
California
$286K – – –
Osaic Holdings
113
Osaic Holdings
Arizona
$281K -$13.1K -205 -4%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$261K -$434K -6,822 -62%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$261K +$16K +251 +7%
Jane Street
116
Jane Street
New York
$258K -$102K -1,603 -28%
ProShare Advisors
117
ProShare Advisors
Maryland
$257K -$263K -4,135 -51%
Voloridge Investment Management
118
Voloridge Investment Management
Florida
$252K -$3.83M -60,296 -94%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$235K – – –
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$235K +$91.2K +1,432 +63%
AIA
121
Arbor Investment Advisors
North Carolina
$228K – – –
AG
122
Algert Global
California
$222K +$222K +3,491 New
GGHC
123
Gilder Gagnon Howe & Co
New York
$214K +$212K +3,338 +10,115%
US Bancorp
124
US Bancorp
Minnesota
$200K – – –
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$192K +$159K +2,500 +474%
3 4
5
6 7