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Live Oak Bancshares
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Overview Fund Activity

165 hedge funds and large institutions have $1.61B invested in Live Oak Bancshares in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
54
Reduced
47
Closed
17
Calls
$24.1M
Puts
$6.9M
Net Calls
+$17.2M
Net Calls Change
+$6.08M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$88.8M
2
Capital Research Global Investors
Capital Research Global Investors
California
$155M
3
EAM
Eventide Asset Management
Massachusetts
$16.5M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$350M
5
Goldman Sachs
Goldman Sachs
New York
$15.1M

Top Sellers

1
State Street
State Street
Massachusetts
$69.5M
2
EC
EJF Capital
Virginia
$15.4M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$0
4
BP
Ballentine Partners
Massachusetts
$0
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$252K
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
151
MassMutual Private Wealth & Trust
Connecticut
$10K -$400 -6 -4%
SFA
152
Semmax Financial Advisors
North Carolina
$10K – – –
SIC
153
Salem Investment Counselors
North Carolina
$8K – – –
TFA
154
Toth Financial Advisory
Virginia
$6K – – –
CFGS
155
Concourse Financial Group Securities
Alabama
$6K – – –
QCG
156
Quadrant Capital Group
Ohio
$4K – – –
TWA
157
TCI Wealth Advisors
Arizona
$4K +$4K +63 New
MFA
158
McClarren Financial Advisors
Pennsylvania
$3K – – –
SWM
159
Sugarloaf Wealth Management
Georgia
$2K – – –
CA
160
Clearstead Advisors
Ohio
$2K – – –
KIG
161
Kowal Investment Group
Wisconsin
$2K +$2K +26 New
AWA
162
Arkadios Wealth Advisors
Georgia
$2K +$2K +43 New
KTC
163
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
LWM
164
Liberty Wealth Management
California
$1K +$1K +15 New
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
$14 – – –
Hotchkis & Wiley Capital Management
166
Hotchkis & Wiley Capital Management
California
– -$7.64M -129,458 Closed
BP
167
Ballentine Partners
Massachusetts
– -$3.89M -65,946 Closed
MGIM
168
M&G Investment Management
United Kingdom
– -$1.56K -26,351 Closed
Renaissance Technologies
169
Renaissance Technologies
New York
– -$1.46M -24,800 Closed
PI
170
PEAK6 Investments
Illinois
– -$1.18M -20,045 Closed
Allianz Asset Management
171
Allianz Asset Management
Germany
– -$816K -13,824 Closed
Two Sigma Investments
172
Two Sigma Investments
New York
– -$566K -9,600 Closed
SEI Investments
173
SEI Investments
Pennsylvania
– -$437K -7,410 Closed
AIM
174
Aigen Investment Management
New York
– -$431K -7,305 Closed
Qube Research & Technologies (QRT)
175
Qube Research & Technologies (QRT)
United Kingdom
– -$430K -7,285 Closed
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