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Live Oak Bancshares

110 hedge funds and large institutions have $551M invested in Live Oak Bancshares in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+9
Holders Change %
+8.91%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
46
Reduced
24
Closed
6
Calls
$2.37M
Puts
$45K
Net Calls
+$2.32M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$152M +$20.4K +664 +0%
BlackRock
2
BlackRock
New York
$49.3M +$6.26M +204,144 +15%
Vanguard Group
3
Vanguard Group
Pennsylvania
$35.5M +$622K +20,300 +2%
MCA
4
Mendon Capital Advisors
Florida
$32M -$6.09M -198,593 -16%
EMFAT
5
Emerald Mutual Fund Advisers Trust
Pennsylvania
$29.2M
EA
6
Emerald Advisers
Pennsylvania
$23.8M -$265K -8,630 -1%
State Street
7
State Street
Massachusetts
$22.8M +$2.46M +80,131 +12%
DCM
8
Driehaus Capital Management
Illinois
$20.4M +$1.11M +36,347 +6%
CRC
9
Curi RMB Capital
Illinois
$14.8M -$1.65M -53,807 -10%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$11M +$3.26M +106,433 +42%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$10.5M +$481K +15,705 +5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$10.2M -$76.9K -2,508 -0.8%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$9.92M +$4.66M +152,183 +89%
Northern Trust
14
Northern Trust
Illinois
$9.08M +$503K +16,407 +6%
HighTower Advisors
15
HighTower Advisors
Illinois
$8.75M -$1.34M -43,674 -13%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$8.62M +$1.01M +32,836 +13%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$7.61M +$37K +1,206 +0.5%
KPCM
18
Kings Point Capital Management
New York
$7.56M +$405K +13,210 +6%
CAM
19
Cortina Asset Management
Wisconsin
$7.16M -$841K -27,424 -11%
SB
20
Suntrust Banks
Georgia
$6.35M
RA
21
Royce & Associates
New York
$5.18M +$173K +5,659 +3%
First Trust Advisors
22
First Trust Advisors
Illinois
$4.97M +$3.7M +120,788 +293%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$4.44M +$296K +9,652 +7%
Charles Schwab
24
Charles Schwab
California
$4.1M +$438K +14,304 +12%
AWA
25
AmeriServ Wealth Advisors
Pennsylvania
$3.38M