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

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$86.3M
2
EC
2
EJF Capital
Virginia
$6.07M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$468M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$48.7M
5
CS
5
Credit Suisse
Switzerland
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
AE Wealth Management
Kansas
$495K +$39.7K +455 +9%
AB
127
Amalgamated Bank
New York
$488K -$3.05K -35 -0.6%
CA
128
Cetera Advisors
Colorado
$480K -$117K -1,335 -20%
SF
129
Synovus Financial
Georgia
$480K – – –
Public Employees Retirement Association of Colorado
130
Public Employees Retirement Association of Colorado
Colorado
$475K +$475K +5,447 New
Principal Financial Group
131
Principal Financial Group
Iowa
$474K -$104K -1,191 -18%
PHAM
132
Palisades Hudson Asset Management
Florida
$472K +$174 +2 +0%
TFA
133
Teamwork Financial Advisors
Texas
$462K +$39.7K +455 +9%
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$459K +$136K +1,563 +42%
State Board of Administration of Florida Retirement System
135
State Board of Administration of Florida Retirement System
Florida
$455K – – –
FPAS
136
Focus Partners Advisor Solutions
Missouri
$444K +$444K +5,081 New
Brown Advisory
137
Brown Advisory
Maryland
$409K +$409K +4,684 New
B
138
Bailard
California
$393K – – –
GGHC
139
Gilder Gagnon Howe & Co
New York
$393K +$98.5K +1,127 +33%
Osaic Holdings
140
Osaic Holdings
Arizona
$381K -$3.84K -44 -1%
VF
141
Vista Finance
Missouri
$374K +$374K +4,279 New
Allspring Global Investments
142
Allspring Global Investments
North Carolina
$374K +$374K +4,288 New
NFG
143
Next Financial Group
Texas
$341K -$68K -779 -17%
State of Wisconsin Investment Board
144
State of Wisconsin Investment Board
Wisconsin
$340K -$78.5K -900 -19%
QT
145
Quantbot Technologies
New York
$340K +$257K +2,944 +308%
EGM
146
Engineers Gate Manager
New York
$339K +$339K +3,882 New
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$328K -$29K -333 -8%
AIA
148
Arbor Investment Advisors
North Carolina
$313K – – –
Stifel Financial
149
Stifel Financial
Missouri
$312K -$1.62M -18,492 -84%
VFA
150
Valeo Financial Advisors
Indiana
$291K +$291K +3,339 New
4 5
6
7 8