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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 %
PWPS
151
Pinnacle Wealth Planning Services
Ohio
$3K +$3K +58 New
Parallax Volatility Advisers
152
Parallax Volatility Advisers
California
$2K -$618K -10,817 -100%
SWM
153
Sugarloaf Wealth Management
Georgia
$2K +$2K +33 New
CA
154
Clearstead Advisors
Ohio
$2K +$2K +35 New
MFA
155
McClarren Financial Advisors
Pennsylvania
$2K +$2K +54 New
SFS
156
Sowell Financial Services
Arkansas
$1K – – –
RIM
157
Rockbridge Investment Management
New York
$1K +$1K +20 New
ADIM
158
Alpha DNA Investment Management
Maryland
$1K +$1K +35 New
AIG
159
American International Group
New York
$782 -$14 -302 -2%
RJFSA
160
Raymond James Financial Services Advisors
Florida
– -$6.71M -264,825 Closed
Select Equity Group
161
Select Equity Group
New York
– -$2.59M -102,285 Closed
CRC
162
Curi RMB Capital
Illinois
– -$881K -34,769 Closed
HF
163
HRT Financial
New York
– -$309K -12,219 Closed
Millennium Management
164
Millennium Management
New York
– -$200 -7,915 Closed
LF
165
Lee Financial
Texas
– -$91K -3,575 Closed
Simplex Trading
166
Simplex Trading
Illinois
– -$71K -2,819 Closed
WCG
167
Weaver Consulting Group
California
– -$13K -500 Closed
CCM
168
Chiron Capital Management
Florida
– -$4K -142 Closed
CWC
169
Carolinas Wealth Consulting
North Carolina
– -$3K -101 Closed
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