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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
$46.2M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$32.4M
3
Ameriprise
Ameriprise
Minnesota
$30.6M
4
State Street
State Street
Massachusetts
$73.5M
5
EC
EJF Capital
Virginia
$27.9M

Top Sellers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$3.45M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$368M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$0
5
CIA
Capital Impact Advisors
Massachusetts
$5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
151
Huntington National Bank
Ohio
$14K – – –
SIC
152
Salem Investment Counselors
North Carolina
$13K -$3.42K -50 -21%
MPWT
153
MassMutual Private Wealth & Trust
Connecticut
$11K – – –
SFA
154
Semmax Financial Advisors
North Carolina
$10K – – –
CFGS
155
Concourse Financial Group Securities
Alabama
$7K – – –
TFA
156
Toth Financial Advisory
Virginia
$7K +$7K +100 New
QCG
157
Quadrant Capital Group
Ohio
$5K -$588 -8 -11%
MWP
158
Meridian Wealth Partners
Pennsylvania
$5K +$5K +77 New
MFA
159
McClarren Financial Advisors
Pennsylvania
$4K – – –
CA
160
Clearstead Advisors
Ohio
$2K – – –
TWA
161
TCI Wealth Advisors
Arizona
$2K +$2K +32 New
AIG
162
American International Group
New York
$1.13K +$3 +44 +0.3%
DI
163
Disciplined Investments
Oklahoma
$1K +$1K +14 New
Nisa Investment Advisors
164
Nisa Investment Advisors
Missouri
$15 – – –
SWM
165
Sugarloaf Wealth Management
Georgia
$2 – – –
Citadel Advisors
166
Citadel Advisors
Florida
– -$5.47M -115,210 Closed
Wellington Management Group
167
Wellington Management Group
Massachusetts
– -$4.9M -103,159 Closed
BBHC
168
Brown Brothers Harriman & Co
New York
– -$3.55M -74,690 Closed
PI
169
PEAK6 Investments
Illinois
– -$2.85M -59,981 Closed
Arrowstreet Capital
170
Arrowstreet Capital
Massachusetts
– -$2.45M -51,655 Closed
EGI
171
EAM Global Investors
California
– -$2.26M -47,594 Closed
EI
172
EAM Investors
California
– -$1.6M -33,785 Closed
Ohio Public Employees Retirement System (OPERS)
173
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$1.14M -24,053 Closed
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
– -$978K -20,614 Closed
Squarepoint
175
Squarepoint
New York
– -$721K -15,194 Closed
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