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Live Oak Bancshares
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Overview Fund Activity

165 hedge funds and large institutions have $1.61B invested in Live Oak Bancshares in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 47 reducing their positions, and 17 closing their positions.

Holders
165
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
54
Reduced
47
Closed
17
Calls
$24.1M
Puts
$6.9M
Net Calls
+$17.2M
Net Calls Change
+$6.08M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$88.8M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$155M
3
EAM
3
Eventide Asset Management
Massachusetts
$16.5M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$350M
5
Goldman Sachs
5
Goldman Sachs
New York
$15.1M

Top Sellers

1
State Street
1
State Street
Massachusetts
$69.5M
2
EC
2
EJF Capital
Virginia
$15.4M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$0
4
BP
4
Ballentine Partners
Massachusetts
$0
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$252K
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$350M +$10.4M +163,213 +3%
Capital Research Global Investors
2
Capital Research Global Investors
California
$155M +$14.1M +221,000 +10%
BlackRock
3
BlackRock
New York
$129M -$1.96M -30,816 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$109M +$1.39M +21,918 +1%
AllianceBernstein
5
AllianceBernstein
Tennessee
$96.2M +$5.97M +93,798 +7%
Ameriprise
6
Ameriprise
Minnesota
$88.8M +$32.3M +508,136 +57%
State Street
7
State Street
Massachusetts
$69.5M -$22.7M -356,821 -25%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$60.5M -$810K -12,736 -1%
DCM
9
Driehaus Capital Management
Illinois
$44.5M +$5.02M +78,948 +13%
Aberdeen Group
10
Aberdeen Group
United Kingdom
$42.9M +$1.66M +26,031 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$35.7M -$308K -4,845 -0.9%
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$35.3M +$57.3K +900 +0.2%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.2M -$196K -3,086 -0.7%
EA
14
Emerald Advisers
Pennsylvania
$28.1M +$884K +13,890 +3%
MCA
15
Mendon Capital Advisors
Florida
$22.3M – – –
Northern Trust
16
Northern Trust
Illinois
$20.5M -$457K -7,187 -2%
EAM
17
Eventide Asset Management
Massachusetts
$16.5M +$12.5M +196,213 +313%
EC
18
EJF Capital
Virginia
$15.4M -$10.6M -166,079 -41%
Goldman Sachs
19
Goldman Sachs
New York
$15.1M +$6.88M +108,086 +84%
Charles Schwab
20
Charles Schwab
California
$14M +$247K +3,878 +2%
CS
21
Credit Suisse
Switzerland
$13.9M +$4.74M +74,540 +52%
DC
22
Davenport & Co
Virginia
$13.1M – – –
Diamond Hill Capital Management
23
Diamond Hill Capital Management
Ohio
$12.6M +$1.2M +18,869 +11%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$11.7M -$2.1M -32,982 -15%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$9.02M +$504K +7,918 +6%
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