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Live Oak Bancshares
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Overview Fund Activity

160 hedge funds and large institutions have $953M invested in Live Oak Bancshares in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+43
Holders Change %
+36.75%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
54
Increased
43
Reduced
37
Closed
10
Calls
$25.5M
Puts
$17.7M
Net Calls
+$7.87M
Net Calls Change
+$4.22M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$96M
2
EA
Emerald Advisers
Pennsylvania
$10.3M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
$14.5M
4
EC
EJF Capital
Virginia
$8.82M
5
Federated Hermes
Federated Hermes
Pennsylvania
$8.53M

Top Sellers

1
MCA
Mendon Capital Advisors
Florida
$17.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$0
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$5.05M
4
DCM
Driehaus Capital Management
Illinois
$26.2M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$3M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$260M +$2.58M +54,348 +1%
BlackRock
2
BlackRock
New York
$96.8M +$6.55M +138,057 +7%
Capital Research Global Investors
3
Capital Research Global Investors
California
$96M +$56.8M +1,197,653 +145%
Vanguard Group
4
Vanguard Group
Pennsylvania
$66.1M -$2.61M -55,084 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$56.2M +$796K +16,776 +1%
State Street
6
State Street
Massachusetts
$37.1M +$8.34M +175,795 +29%
DCM
7
Driehaus Capital Management
Illinois
$26.2M -$3.68M -77,468 -12%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$22M +$963K +20,288 +5%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.8M -$1.18M -24,804 -5%
MCA
10
Mendon Capital Advisors
Florida
$17.8M -$9.49M -200,000 -35%
Northern Trust
11
Northern Trust
Illinois
$14.6M -$472K -9,939 -3%
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$14.5M +$9.04M +190,460 +165%
EA
13
Emerald Advisers
Pennsylvania
$10.3M +$10.3M +217,252 New
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$9.54M +$308K +6,495 +3%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$9.22M +$2.49M +52,519 +37%
Diamond Hill Capital Management
16
Diamond Hill Capital Management
Ohio
$8.85M -$1.58M -33,275 -15%
EC
17
EJF Capital
Virginia
$8.82M +$8.82M +185,915 New
Charles Schwab
18
Charles Schwab
California
$8.76M +$282K +5,936 +3%
Federated Hermes
19
Federated Hermes
Pennsylvania
$8.53M +$8.48M +178,664 +16,009%
Wells Fargo
20
Wells Fargo
California
$8.51M +$4.39M +92,464 +106%
HighTower Advisors
21
HighTower Advisors
Illinois
$7.49M -$2.54M -53,513 -25%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$6.66M -$652K -13,730 -9%
CIA
23
Capital Impact Advisors
Massachusetts
$6.27M -$1.42M -30,000 -19%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$5.49M -$432K -9,100 -7%
Citadel Advisors
25
Citadel Advisors
Florida
$5.47M +$4.93M +103,882 +917%
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