LOB icon

Live Oak Bancshares
LOB

Overview Fund Activity

81 hedge funds and large institutions have $383M invested in Live Oak Bancshares in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+6
Holders Change %
+8%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
38
Reduced
12
Closed
9
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
-$4K

Top Buyers

1
MCA
Mendon Capital Advisors
Florida
$27.9M
2
CRC
Curi RMB Capital
Illinois
$19.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$117M
4
EA
Emerald Advisers
Pennsylvania
$9.57M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
$14.1M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$1.99M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
EI
EAM Investors
California
$0
4
RA
Royce & Associates
New York
$3.96M
5
GC
Gratus Capital
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$117M +$16.1M +688,113 +16%
BlackRock
2
BlackRock
New York
$28.6M +$3.16M +134,782 +12%
MCA
3
Mendon Capital Advisors
Florida
$27.9M +$27.9M +1,189,760 New
Wellington Management Group
4
Wellington Management Group
Massachusetts
$27M +$735K +31,355 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$24.7M +$4.42M +188,477 +22%
CRC
6
Curi RMB Capital
Illinois
$19.4M +$19.4M +826,709 New
EMFAT
7
Emerald Mutual Fund Advisers Trust
Pennsylvania
$14.1M +$8.69M +370,698 +160%
DCM
8
Driehaus Capital Management
Illinois
$13.7M +$6.1M +260,090 +80%
State Street
9
State Street
Massachusetts
$11.1M +$2.8M +119,277 +34%
EA
10
Emerald Advisers
Pennsylvania
$9.57M +$9.57M +408,222 New
HighTower Advisors
11
HighTower Advisors
Illinois
$8.51M +$3.87K +165 +0%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$8.44M +$8.44M +360,025 New
Northern Trust
13
Northern Trust
Illinois
$6.2M +$787K +33,559 +15%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.77M +$37.7K +1,609 +0.7%
SCA
15
Stieven Capital Advisors
Missouri
$5.71M +$5.71M +243,464 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$5.59M +$965K +41,162 +21%
KPCM
17
Kings Point Capital Management
New York
$5.52M – – –
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$4.83M +$628K +26,772 +15%
RA
19
Royce & Associates
New York
$3.96M -$528K -22,500 -12%
JAM
20
Jacobs Asset Management
New York
$3.59M +$3.59M +153,000 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.76M +$244K +10,416 +10%
Charles Schwab
22
Charles Schwab
California
$2.76M +$870K +37,085 +46%
CFA
23
Carroll Financial Associates
North Carolina
$2.08M +$14.8K +616 +0.7%
Goldman Sachs
24
Goldman Sachs
New York
$1.99M -$1.86M -79,242 -48%
TCIM
25
TIAA CREF Investment Management
New York
$1.31M -$14.9K -637 -1%
1
2 3 4