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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
+$43.9M
2
Aberdeen Group
Aberdeen Group
United Kingdom
+$32.4M
3
Ameriprise
Ameriprise
Minnesota
+$27.5M
4
State Street
State Street
Massachusetts
+$19.9M
5
EC
EJF Capital
Virginia
+$15.2M

Top Sellers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$9.86M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$7.19M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.47M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.9M
5
CIA
Capital Impact Advisors
Massachusetts
-$4.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
126
Tower Research Capital (TRC)
New York
$171K +$54.6K +800 +47%
AIP
127
Ameritas Investment Partners
Nebraska
$161K – – –
GWM
128
Geneos Wealth Management
Colorado
$156K +$3.18K +50 +2%
Canada Life
129
Canada Life
Manitoba, Canada
$123K -$81.1K -1,192 -40%
LWANC
130
Laurel Wealth Advisors (North Carolina)
North Carolina
$110K – – –
BFC
131
Banc Funds Company
Illinois
$103K +$103K +1,500 New
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$84K -$234K -3,401 -74%
Macquarie Group
133
Macquarie Group
Australia
$75K -$35.6K -522 -32%
CBT
134
Central Bank & Trust
Kentucky
$68K – – –
GCM
135
Gables Capital Management
Florida
$55K +$20.6K +300 +60%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
136
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$44K +$44K +639 New
Lazard Asset Management
137
Lazard Asset Management
New York
$37K +$37K +554 New
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$36K +$1.64K +24 +5%
APA
139
American Portfolios Advisors
New York
$34.2K – – –
DOA
140
D'Orazio & Associates
Virginia
$34K – – –
CFFP
141
Center for Financial Planning
Michigan
$34K – – –
BWP
142
Baldwin Wealth Partners
Massachusetts
$34K +$34K +500 New
WAM
143
Wolverine Asset Management
Illinois
$33K +$33K +494 New
SPIA
144
Steward Partners Investment Advisory
New York
$18.4K +$18.4K +269 New
LC
145
Lindbrook Capital
California
$17K +$8.5K +125 +100%
TCWM
146
Total Clarity Wealth Management
Illinois
$17K +$17K +250 New
CFA
147
Carroll Financial Associates
North Carolina
$16K – – –
EP
148
Eudaimonia Partners
Tennessee
$16K +$16K +235 New
WAS
149
Winch Advisory Services
Wisconsin
$15K -$890 -13 -6%
PCIA
150
Prime Capital Investment Advisors
Kansas
$14K -$9.83K -144 -41%
4 5
6
7 8