LOB icon

Live Oak Bancshares
LOB

Overview Fund Activity

92 hedge funds and large institutions have $390M invested in Live Oak Bancshares in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
20
Increased
37
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
SouthState Corp
Florida
$6.52M
2
Millennium Management
Millennium Management
New York
$6.32M
3
SB
Suntrust Banks
Georgia
$4.94M
4
State Street
State Street
Massachusetts
$13M
5
EA
Emerald Advisers
Pennsylvania
$11.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$14.7M
2
SCA
Stieven Capital Advisors
Missouri
$1.71M
3
CRC
Curi RMB Capital
Illinois
$15.9M
4
JAM
Jacobs Asset Management
New York
$0
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$116M -$3.47M -145,603 -3%
BlackRock
2
BlackRock
New York
$29.7M +$679K +28,478 +2%
MCA
3
Mendon Capital Advisors
Florida
$28.8M +$419K +17,550 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$25.9M +$825K +34,576 +3%
CRC
5
Curi RMB Capital
Illinois
$15.9M -$3.85M -161,359 -20%
EMFAT
6
Emerald Mutual Fund Advisers Trust
Pennsylvania
$15.2M +$784K +32,886 +5%
DCM
7
Driehaus Capital Management
Illinois
$14.7M +$764K +32,031 +5%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$14.7M -$12.8M -536,872 -47%
State Street
9
State Street
Massachusetts
$13M +$1.73M +72,740 +15%
EA
10
Emerald Advisers
Pennsylvania
$11.1M +$1.38M +57,750 +14%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$8.59M – – –
HighTower Advisors
12
HighTower Advisors
Illinois
$7.81M -$846K -35,477 -10%
SC
13
SouthState Corp
Florida
$6.52M +$6.52M +273,500 New
Northern Trust
14
Northern Trust
Illinois
$6.49M +$187K +7,826 +3%
Millennium Management
15
Millennium Management
New York
$6.32M +$6.32M +265,048 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$5.9M +$26.1K +1,093 +0.4%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$5.81M +$128K +5,359 +2%
KPCM
18
Kings Point Capital Management
New York
$5.59M -$23.9K -1,000 -0.4%
SB
19
Suntrust Banks
Georgia
$4.94M +$4.94M +207,089 New
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$4.8M -$114K -4,763 -2%
RA
21
Royce & Associates
New York
$3.89M -$135K -5,681 -3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$3.17M +$357K +14,972 +13%
Charles Schwab
23
Charles Schwab
California
$2.94M +$129K +5,418 +5%
AWA
24
AmeriServ Wealth Advisors
Pennsylvania
$2.84M +$2.84M +110,344 New
CFA
25
Carroll Financial Associates
North Carolina
$2.11M +$50.8K +2,130 +2%
1
2 3 4 5