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Live Oak Bancshares
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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 %
NFG
126
Next Financial Group
Texas
$123K +$90.9K +1,914 +283%
AIP
127
Ameritas Investment Partners
Nebraska
$111K – – –
TRCT
128
Tower Research Capital (TRC)
New York
$81K -$132K -2,771 -62%
Macquarie Group
129
Macquarie Group
Australia
$77K +$77K +1,622 New
LWANC
130
Laurel Wealth Advisors (North Carolina)
North Carolina
$76K – – –
ME
131
McIlrath & Eck
Washington
$64K – – –
CBT
132
Central Bank & Trust
Kentucky
$47K – – –
CFFP
133
Center for Financial Planning
Michigan
$24K – – –
DOA
134
D'Orazio & Associates
Virginia
$24K – – –
GCM
135
Gables Capital Management
Florida
$24K +$24K +500 New
APA
136
American Portfolios Advisors
New York
$23.7K – – –
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$23K +$23K +503 New
PCIA
138
Prime Capital Investment Advisors
Kansas
$17K +$17K +349 New
CAM
139
ClariVest Asset Management
California
$16K +$16K +331 New
CFA
140
Carroll Financial Associates
North Carolina
$11K -$907K -20,200 -99%
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$11K -$86.8K -1,775 -89%
SIC
142
Salem Investment Counselors
North Carolina
$11K -$2.52K -55 -19%
WAS
143
Winch Advisory Services
Wisconsin
$11K +$11K +232 New
HNB
144
Huntington National Bank
Ohio
$9K +$9K +200 New
FWM
145
ForthRight Wealth Management
Georgia
$9K +$9K +200 New
SFA
146
Semmax Financial Advisors
North Carolina
$7K – – –
MPWT
147
MassMutual Private Wealth & Trust
Connecticut
$7K +$7K +156 New
LC
148
Lindbrook Capital
California
$6K +$6K +125 New
CFGS
149
Concourse Financial Group Securities
Alabama
$5K – – –
QCG
150
Quadrant Capital Group
Ohio
$4K +$421 +8 +12%
3 4 5
6
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