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Live Oak Bancshares

164 hedge funds and large institutions have $1.45B invested in Live Oak Bancshares in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 29 closing their positions.

Holders
164
Holders Change
-2
Holders Change %
-1.2%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
27
Increased
60
Reduced
40
Closed
29
Calls
$21.5M
Puts
$10.4M
Net Calls
+$11.1M
Net Calls Change
-$4.14M
Name Holding Trade Value Shares
Change
Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$315M -$1.98M -33,522 -0.6%
Capital Research Global Investors
2
Capital Research Global Investors
California
$131M
BlackRock
3
BlackRock
New York
$122M -$7.53M -127,604 -6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$99.4M +$6.26M +106,121 +7%
State Street
5
State Street
Massachusetts
$85.5M +$22.2M +376,115 +35%
AllianceBernstein
6
AllianceBernstein
Tennessee
$83.7M +$43.9M +743,725 +110%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$56.8M -$12.4M -210,884 -18%
Ameriprise
8
Ameriprise
Minnesota
$52.4M +$26M +440,951 +99%
Aberdeen Group
9
Aberdeen Group
United Kingdom
$38.3M +$10.4M +176,566 +37%
DCM
10
Driehaus Capital Management
Illinois
$36.6M -$1.85M -31,299 -5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$33.4M +$2.39M +40,442 +8%
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$32.6M +$4.9M +83,130 +18%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.2M +$709K +12,022 +3%
EA
14
Emerald Advisers
Pennsylvania
$25.2M +$2.81M +47,636 +13%
EC
15
EJF Capital
Virginia
$24.1M -$4.66K -79 -0%
MCA
16
Mendon Capital Advisors
Florida
$20.7M -$443K -7,500 -2%
Northern Trust
17
Northern Trust
Illinois
$19.4M +$1.77M +29,935 +10%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$12.8M +$765K +12,958 +6%
Charles Schwab
19
Charles Schwab
California
$12.7M +$717K +12,157 +6%
DC
20
Davenport & Co
Virginia
$12.1M +$11.8M +199,275 +3,163%
Diamond Hill Capital Management
21
Diamond Hill Capital Management
Ohio
$10.5M -$131K -2,225 -1%
CS
22
Credit Suisse
Switzerland
$8.49M +$4.48M +75,938 +112%
HighTower Advisors
23
HighTower Advisors
Illinois
$8.13M -$5.84K -99 -0.1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$7.89M -$431K -7,309 -5%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$7.64M +$927K +15,710 +14%