Live Oak Bancshares
110 hedge funds and large institutions have $348M invested in Live Oak Bancshares in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 25 reducing their positions, and 7 closing their positions.
200% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 7
60% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 25
13% more funds holding
Funds holding: 97 → 110 (+13)
12% more capital invested
Capital invested by funds: $310M → $348M (+$38M)
2.06% more ownership
Funds ownership: 48.18% → 50.24% (+2.1%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
88% less call options, than puts
Call options by funds: $442K | Put options by funds: $3.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$4.56M |
| 2 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$4.37M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.47M |
| 4 |
JP Morgan Chase
New York
|
+$2.22M |
| 5 |
Two Sigma Investments
New York
|
+$1.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$1.35M |
| 2 |
Bank of New York Mellon
New York
|
-$990K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$691K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$521K |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$453K |
LOB Hedge Fund Activity: Q4 2019 in Review
110 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Live Oak Bancshares (LOB) for Q4 2019, worth a combined $348M — up 12% from $310M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new LOB positions and 7 closed out — a net gain of 14 holders — while 40 added to existing stakes and 25 trimmed.
The largest buyer was Millennium Management, adding an estimated $4.56M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $1.35M.
- 110 institutional investors held Live Oak Bancshares (LOB) as of Q4 2019, up from 97 in Q3 2019.
- Funds reported $348M of Live Oak Bancshares stock for Q4 2019, up 12% quarter-over-quarter.
- 21 funds opened new Live Oak Bancshares positions in Q4 2019 and 7 closed out, a net change of +14 holders.
- The largest Live Oak Bancshares buyer in Q4 2019 was Millennium Management, an estimated $4.56M added.
- The largest Live Oak Bancshares seller in Q4 2019 was Brown Brothers Harriman & Co, an estimated $1.35M sold.
Based on aggregated 13F filings for Q4 2019.