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Live Oak Bancshares
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Overview Fund Activity

98 hedge funds and large institutions have $298M invested in Live Oak Bancshares in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-13
Holders Change %
-11.71%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
7
Increased
27
Reduced
42
Closed
17
Calls
$2.73M
Puts
$1.9M
Net Calls
+$826K
Net Calls Change
-$2.26M

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$18.1M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$2.3M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.85M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.02M
5
CRC
Curi RMB Capital
Illinois
$13.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$4.05M
2
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
3
State Street
State Street
Massachusetts
$11.3M
4
CFA
Carroll Financial Associates
North Carolina
$882K
5
Millennium Management
Millennium Management
New York
$208K
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$87.9M -$41.2K -2,402 -0%
BlackRock
2
BlackRock
New York
$30.1M +$556K +32,402 +2%
MCA
3
Mendon Capital Advisors
Florida
$21.2M +$483K +28,149 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$21.2M -$677K -39,475 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$18.1M +$2.92M +170,414 +19%
CRC
6
Curi RMB Capital
Illinois
$13.8M +$598K +34,851 +5%
State Street
7
State Street
Massachusetts
$11.3M -$2.54M -147,837 -18%
Select Equity Group
8
Select Equity Group
New York
$8.61M – – –
Geode Capital Management
9
Geode Capital Management
Massachusetts
$6.13M -$5.95K -347 -0.1%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$5.64M -$373K -21,760 -6%
Northern Trust
11
Northern Trust
Illinois
$5.15M -$69.2K -4,034 -1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$4.61M -$2.38K -139 -0.1%
HighTower Advisors
13
HighTower Advisors
Illinois
$4.6M -$58.6K -3,420 -1%
BBHC
14
Brown Brothers Harriman & Co
New York
$4.12M -$107K -6,250 -3%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$4.05M -$9.07M -528,644 -69%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$3.79M +$101K +5,898 +3%
SB
17
Suntrust Banks
Georgia
$3.61M – – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.85M +$17.2K +1,001 +0.6%
Charles Schwab
19
Charles Schwab
California
$2.57M +$91.8K +5,351 +4%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$2.3M +$2.3M +133,852 New
UCMOK
21
United Capital Management of KS
Kansas
$1.99M -$27.6K -1,613 -1%
AWA
22
AmeriServ Wealth Advisors
Pennsylvania
$1.93M – – –
EMFAT
23
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.85M +$1.22M +71,083 +194%
CIA
24
Capital Impact Advisors
Massachusetts
$1.82M +$290K +16,936 +19%
MSE
25
MUFG Securities EMEA
United Kingdom
$1.61M – – –
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