LOB icon

Live Oak Bancshares
LOB

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 %
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$133K -$117K -1,990 -47%
Simplex Trading
127
Simplex Trading
Illinois
$127K +$127K +2,158 New
Canada Life
128
Canada Life
Manitoba, Canada
$107K – – –
SG Americas Securities
129
SG Americas Securities
New York
$102K -$142K -2,403 -58%
LWANC
130
Laurel Wealth Advisors (North Carolina)
North Carolina
$94K – – –
Macquarie Group
131
Macquarie Group
Australia
$83K +$18.2K +308 +28%
BNP Paribas Financial Markets
132
BNP Paribas Financial Markets
France
$71.7K -$667K -11,298 -90%
CBT
133
Central Bank & Trust
Kentucky
$69K +$10.2K +173 +17%
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$59K +$59K +1,000 New
GCM
135
Gables Capital Management
Florida
$47K – – –
BWP
136
Baldwin Wealth Partners
Massachusetts
$44K +$14.7K +250 +50%
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$31K – – –
DOA
138
D'Orazio & Associates
Virginia
$30K – – –
CFFP
139
Center for Financial Planning
Michigan
$30K – – –
APA
140
American Portfolios Advisors
New York
$29.5K – – –
HNB
141
Huntington National Bank
Ohio
$22K +$10.3K +177 +89%
IA
142
IFP Advisors
Florida
$21K +$21K +345 New
LC
143
Lindbrook Capital
California
$18K +$3K +50 +20%
LFG
144
Larson Financial Group
Missouri
$18K +$18K +300 New
CFA
145
Carroll Financial Associates
North Carolina
$13K -$1.16K -20 -8%
WAS
146
Winch Advisory Services
Wisconsin
$12K -$514 -9 -4%
PCA
147
Providence Capital Advisors
North Carolina
$12K +$12K +200 New
ADL
148
Asset Dedication LLC
California
$10K +$10K +175 New
MPWT
149
MassMutual Private Wealth & Trust
Connecticut
$9K – – –
SFA
150
Semmax Financial Advisors
North Carolina
$9K +$59 +1 +0.7%
4 5
6
7 8