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Live Oak Bancshares
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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 %
QSS
176
Quantitative Systematic Strategies
Florida
– -$247K -3,605 Closed
SFS
177
Sowell Financial Services
Arkansas
– -$235K -3,566 Closed
Two Sigma Advisers
178
Two Sigma Advisers
New York
– -$233K -3,400 Closed
WS
179
Wedbush Securities
California
– -$210K -3,060 Closed
AGA
180
Accuvest Global Advisors
Utah
– -$205K -3,000 Closed
Cambridge Investment Research Advisors
181
Cambridge Investment Research Advisors
Iowa
– -$205K -2,992 Closed
VFA
182
Valeo Financial Advisors
Indiana
– -$171K -2,500 Closed
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
– -$84K -1,223 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
184
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$44K -639 Closed
Lazard Asset Management
185
Lazard Asset Management
New York
– -$37K -554 Closed
WAM
186
Wolverine Asset Management
Illinois
– -$33K -494 Closed
SPIA
187
Steward Partners Investment Advisory
New York
– -$18.4K -269 Closed
TCWM
188
Total Clarity Wealth Management
Illinois
– -$17K -250 Closed
EP
189
Eudaimonia Partners
Tennessee
– -$16K -235 Closed
PCIA
190
Prime Capital Investment Advisors
Kansas
– -$14K -205 Closed
MWP
191
Meridian Wealth Partners
Pennsylvania
– -$5K -77 Closed
TWA
192
TCI Wealth Advisors
Arizona
– -$2K -32 Closed
DI
193
Disciplined Investments
Oklahoma
– -$1K -14 Closed
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