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Live Oak Bancshares
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Overview Fund Activity

166 hedge funds and large institutions have $1.56B invested in Live Oak Bancshares in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 53 increasing their positions, 43 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+6
Holders Change %
+3.75%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
38
Increased
53
Reduced
43
Closed
31
Calls
$27.3M
Puts
$12M
Net Calls
+$15.3M
Net Calls Change
+$7.39M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$46.2M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$32.4M
3
Ameriprise
Ameriprise
Minnesota
$30.6M
4
State Street
State Street
Massachusetts
$73.5M
5
EC
EJF Capital
Virginia
$27.9M

Top Sellers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$3.45M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$368M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$0
5
CIA
Capital Impact Advisors
Massachusetts
$5M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$368M -$7.19M -105,020 -2%
Capital Research Global Investors
2
Capital Research Global Investors
California
$152M +$13.1M +191,150 +9%
BlackRock
3
BlackRock
New York
$150M +$10.5M +153,342 +8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$108M +$12.7M +184,941 +13%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$80.4M -$742K -10,836 -0.9%
State Street
6
State Street
Massachusetts
$73.5M +$19.9M +291,044 +37%
AllianceBernstein
7
AllianceBernstein
Tennessee
$46.2M +$43.9M +640,785 +1,874%
DCM
8
Driehaus Capital Management
Illinois
$44.7M +$6.8M +99,352 +18%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$36M +$4.23M +61,728 +13%
Aberdeen Group
10
Aberdeen Group
United Kingdom
$32.4M +$32.4M +471,096 New
EMFAT
11
Emerald Mutual Fund Advisers Trust
Pennsylvania
$32.2M +$11.3M +164,344 +54%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.8M -$714K -10,420 -2%
Ameriprise
13
Ameriprise
Minnesota
$30.6M +$27.5M +401,141 +887%
EC
14
EJF Capital
Virginia
$27.9M +$15.2M +221,951 +119%
EA
15
Emerald Advisers
Pennsylvania
$26M +$11.1M +162,605 +75%
MCA
16
Mendon Capital Advisors
Florida
$24.5M -$1.2M -17,500 -5%
Northern Trust
17
Northern Trust
Illinois
$20.5M -$530K -7,734 -3%
Charles Schwab
18
Charles Schwab
California
$14M +$1.33M +19,359 +10%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$13.9M +$159K +2,315 +1%
Wells Fargo
20
Wells Fargo
California
$12.6M +$286K +4,172 +2%
Diamond Hill Capital Management
21
Diamond Hill Capital Management
Ohio
$12.4M -$408K -5,961 -3%
MPAM
22
Monarch Partners Asset Management
Massachusetts
$10.4M +$10.4M +151,956 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$9.66M +$57.8K +844 +0.6%
BNP Paribas Asset Management
24
BNP Paribas Asset Management
France
$9.58M +$9.58M +139,901 New
HighTower Advisors
25
HighTower Advisors
Illinois
$9.45M -$1.36M -19,873 -13%
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