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Live Oak Bancshares
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Overview Fund Activity

212 hedge funds and large institutions have $2.34B invested in Live Oak Bancshares in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+47
Holders Change %
+28.48%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
59
Increased
57
Reduced
53
Closed
12
Calls
$18.6M
Puts
$5.94M
Net Calls
+$12.7M
Net Calls Change
-$4.49M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$205M
2
Capital International Investors
Capital International Investors
California
$35M
3
American Century Companies
American Century Companies
Missouri
$24.8M
4
RCW
Rheos Capital Works
Japan
$26.6M
5
State Street
State Street
Massachusetts
$114M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$86.3M
2
EC
EJF Capital
Virginia
$6.07M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$468M
4
Aberdeen Group
Aberdeen Group
United Kingdom
$48.7M
5
CS
Credit Suisse
Switzerland
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
101
Apollon Wealth Management
South Carolina
$815K +$64.9K +744 +9%
Assenagon Asset Management
102
Assenagon Asset Management
Luxembourg
$806K +$806K +9,231 New
Janus Henderson Group
103
Janus Henderson Group
United Kingdom
$782K +$285K +3,260 +57%
Handelsbanken Fonder
104
Handelsbanken Fonder
Sweden
$777K -$113K -1,300 -13%
LAI
105
Legal Advantage Investments
California
$773K -$144K -1,650 -16%
BFC
106
Banc Funds Company
Illinois
$768K – – –
ASRS
107
Arizona State Retirement System
Arizona
$754K -$5.5K -63 -0.7%
MLICM
108
Metropolitan Life Insurance Company (MetLife)
New York
$731K – – –
Cerity Partners
109
Cerity Partners
New York
$698K – – –
AQR Capital Management
110
AQR Capital Management
Connecticut
$690K -$260K -2,978 -27%
Victory Capital Management
111
Victory Capital Management
Texas
$687K -$430K -4,926 -39%
SG Americas Securities
112
SG Americas Securities
New York
$686K -$182K -2,086 -21%
SSWM
113
Smith Salley Wealth Management
North Carolina
$672K – – –
VFM
114
Vivid Financial Management
California
$638K +$108K +1,236 +20%
ProShare Advisors
115
ProShare Advisors
Maryland
$609K +$256K +2,927 +72%
AG
116
Algert Global
California
$603K +$298K +3,420 +98%
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$593K +$235K +2,697 +66%
AA
118
ALPS Advisors
Colorado
$583K +$7.33K +84 +1%
PP
119
PDT Partners
New York
$577K +$577K +6,613 New
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$556K +$233K +2,666 +72%
Teacher Retirement System of Texas
121
Teacher Retirement System of Texas
Texas
$539K +$97.7K +1,119 +22%
IA
122
IndexIQ Advisors
New York
$538K -$34.7K -398 -6%
CF
123
Centaurus Financial
California
$534K – – –
Two Sigma Investments
124
Two Sigma Investments
New York
$532K +$532K +6,100 New
CIP
125
Cornerstone Investment Partners
Georgia
$500K – – –
3 4
5
6 7