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Live Oak Bancshares
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Overview Fund Activity

75 hedge funds and large institutions have $272M invested in Live Oak Bancshares in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.87%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
26
Reduced
21
Closed
7
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
+$547K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$104M
2
Goldman Sachs
Goldman Sachs
New York
$3.97M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.62M
4
RA
Royce & Associates
New York
$4.63M
5
DCM
Driehaus Capital Management
Illinois
$7.86M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$27.2M
2
Renaissance Technologies
Renaissance Technologies
New York
$0
3
CFA
Carroll Financial Associates
North Carolina
$2.08M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
BCM
Basswood Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$104M +$13.6M +562,357 +15%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$27.2M -$3.67M -151,525 -12%
BlackRock
3
BlackRock
New York
$26.2M +$710K +29,344 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$20.9M +$458K +18,939 +2%
HighTower Advisors
5
HighTower Advisors
Illinois
$8.78M +$2.59K +107 +0%
State Street
6
State Street
Massachusetts
$8.58M +$801K +33,082 +10%
DCM
7
Driehaus Capital Management
Illinois
$7.86M +$1.21M +49,994 +18%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.92M -$274K -11,320 -4%
KPCM
9
Kings Point Capital Management
New York
$5.7M – – –
EMFAT
10
Emerald Mutual Fund Advisers Trust
Pennsylvania
$5.61M +$112K +4,613 +2%
Northern Trust
11
Northern Trust
Illinois
$5.59M +$261K +10,804 +5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.77M +$213K +8,822 +5%
RA
13
Royce & Associates
New York
$4.63M +$1.32M +54,600 +40%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$4.34M -$74.3K -3,068 -2%
Goldman Sachs
15
Goldman Sachs
New York
$3.97M +$2.05M +84,748 +107%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.6M -$101K -4,155 -4%
CFA
17
Carroll Financial Associates
North Carolina
$2.08M -$855K -35,324 -29%
Charles Schwab
18
Charles Schwab
California
$1.95M +$452K +18,691 +30%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.62M +$1.62M +67,058 New
TCIM
20
TIAA CREF Investment Management
New York
$1.37M +$15.3K +631 +1%
CIA
21
Capital Impact Advisors
Massachusetts
$1.28M -$490K -20,271 -28%
First Trust Advisors
22
First Trust Advisors
Illinois
$1.14M -$180K -7,442 -14%
TA
23
Teachers Advisors
New York
$1.01M +$92.5K +3,822 +10%
CAN
24
Cetera Advisor Networks
California
$1M -$165K -6,845 -14%
EI
25
EAM Investors
California
$938K -$113K -4,662 -11%
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