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Live Oak Bancshares
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Overview Fund Activity

70 hedge funds and large institutions have $181M invested in Live Oak Bancshares in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
25
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$2.78M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$53.9M
4
BFA
4
BlackRock Fund Advisors
California
$11.7M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$1.42M

Top Sellers

1
GC
1
Gratus Capital
Georgia
$0
2
EMFAT
2
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.04M
3
EA
3
Emerald Advisers
Pennsylvania
$2.95M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$22M
5
MCA
5
Mendon Capital Advisors
Florida
$2.93M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$53.9M 2,911,486 +98,847 +4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$22M 1,190,386 -270,317 -19%
Vanguard Group
3
Vanguard Group
Pennsylvania
$14.4M 780,835 +428,525 +122%
BFA
4
BlackRock Fund Advisors
California
$11.7M 631,417 +87,864 +16%
EMFAT
5
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.04M 380,616 -371,774 -49%
DCM
6
Driehaus Capital Management
Illinois
$5.82M 314,762 +73,311 +30%
State Street
7
State Street
Massachusetts
$5.75M 310,713 +18,954 +6%
BIT
8
BlackRock Institutional Trust
California
$5.67M 306,531 +65,596 +27%
KPCM
9
Kings Point Capital Management
New York
$4.36M 235,380 – –
Northern Trust
10
Northern Trust
Illinois
$4.05M 218,788 +18,257 +9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.98M 215,196 -3,000 -1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.5M 189,262 +31,215 +20%
EA
13
Emerald Advisers
Pennsylvania
$2.95M 159,196 -336,336 -68%
MCA
14
Mendon Capital Advisors
Florida
$2.93M 158,560 -71,900 -31%
CFA
15
Carroll Financial Associates
North Carolina
$2.9M 156,614 -23,216 -13%
HighTower Advisors
16
HighTower Advisors
Illinois
$2.78M 150,511 +150,511 New
RA
17
Royce & Associates
New York
$2.53M 136,600 – –
AWA
18
AmeriServ Wealth Advisors
Pennsylvania
$2.04M 110,344 – –
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.85M 100,196 +18,597 +23%
Renaissance Technologies
20
Renaissance Technologies
New York
$1.52M 82,400 +31,100 +61%
BIM
21
BlackRock Investment Management
Delaware
$1.49M 80,449 +631 +0.8%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$1.42M 76,897 +76,897 New
Charles Schwab
23
Charles Schwab
California
$1.42M 76,562 +16,242 +27%
CAN
24
Cetera Advisor Networks
California
$1.14M 61,330 -56,900 -48%
Morgan Stanley
25
Morgan Stanley
New York
$1.11M 59,756 +52,672 +744%
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