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Live Oak Bancshares
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Overview Fund Activity

73 hedge funds and large institutions have $233M invested in Live Oak Bancshares in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
26
Reduced
18
Closed
5
Calls
$4K
Puts
$543K
Net Calls
-$539K
Net Calls Change
-$539K

Top Buyers

1
BlackRock
BlackRock
New York
+$22.8M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$18.2M
3
HighTower Advisors
HighTower Advisors
Illinois
+$4.59M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$2.28M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.8M

Top Sellers

1
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$3.32M
2
EA
Emerald Advisers
Pennsylvania
-$2.95M
3
MCA
Mendon Capital Advisors
Florida
-$2.93M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$870K
5
DCM
Driehaus Capital Management
Illinois
-$867K
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$81.2M +$18.2M +839,307 +29%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$27.6M +$1.8M +83,260 +7%
BlackRock
3
BlackRock
New York
$22.8M +$22.8M +1,053,210 +88,654%
Vanguard Group
4
Vanguard Group
Pennsylvania
$18.3M +$1.41M +65,115 +8%
HighTower Advisors
5
HighTower Advisors
Illinois
$7.85M +$4.59M +212,079 +141%
State Street
6
State Street
Massachusetts
$6.96M +$230K +10,612 +3%
DCM
7
Driehaus Capital Management
Illinois
$5.95M -$867K -40,066 -13%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.54M +$880K +40,652 +19%
KPCM
9
Kings Point Capital Management
New York
$5.1M – – –
EMFAT
10
Emerald Mutual Fund Advisers Trust
Pennsylvania
$4.92M -$3.32M -153,379 -40%
Northern Trust
11
Northern Trust
Illinois
$4.76M +$26.4K +1,219 +0.6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.08M -$20.5K -946 -0.5%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$3.95M +$2.28M +105,327 +137%
RA
14
Royce & Associates
New York
$2.96M – – –
CFA
15
Carroll Financial Associates
North Carolina
$2.62M -$769K -35,500 -23%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.42M +$246K +11,369 +11%
AWA
17
AmeriServ Wealth Advisors
Pennsylvania
$2.39M – – –
Renaissance Technologies
18
Renaissance Technologies
New York
$2.04M +$258K +11,900 +14%
Goldman Sachs
19
Goldman Sachs
New York
$1.72M +$1.72M +79,239 New
CIA
20
Capital Impact Advisors
Massachusetts
$1.58M +$360K +16,653 +29%
Charles Schwab
21
Charles Schwab
California
$1.34M -$318K -14,675 -19%
TCIM
22
TIAA CREF Investment Management
New York
$1.21M -$26.1K -1,207 -2%
First Trust Advisors
23
First Trust Advisors
Illinois
$1.18M +$102K +4,691 +9%
CAN
24
Cetera Advisor Networks
California
$1.05M -$280K -12,960 -21%
EI
25
EAM Investors
California
$940K +$940K +43,415 New
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