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Live Oak Bancshares
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Overview Fund Activity

212 hedge funds and large institutions have $2.34B invested in Live Oak Bancshares in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+47
Holders Change %
+28.48%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
59
Increased
57
Reduced
53
Closed
12
Calls
$18.6M
Puts
$5.94M
Net Calls
+$12.7M
Net Calls Change
-$4.49M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$205M
2
Capital International Investors
2
Capital International Investors
California
$35M
3
American Century Companies
3
American Century Companies
Missouri
$24.8M
4
RCW
4
Rheos Capital Works
Japan
$26.6M
5
State Street
5
State Street
Massachusetts
$114M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$86.3M
2
EC
2
EJF Capital
Virginia
$6.07M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$468M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$48.7M
5
CS
5
Credit Suisse
Switzerland
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$468M -$12.6M -144,020 -3%
Capital Research Global Investors
2
Capital Research Global Investors
California
$213M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$205M +$55.9M +640,838 +38%
BlackRock
4
BlackRock
New York
$179M +$1.07M +12,300 +0.6%
AllianceBernstein
5
AllianceBernstein
Tennessee
$141M +$9M +103,108 +7%
State Street
6
State Street
Massachusetts
$114M +$18.3M +209,754 +19%
Ameriprise
7
Ameriprise
Minnesota
$86.3M -$35.5M -406,627 -29%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$82.9M -$59.5K -682 -0.1%
DCM
9
Driehaus Capital Management
Illinois
$74.8M +$13.7M +157,319 +22%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$49.2M +$256K +2,936 +0.5%
Aberdeen Group
11
Aberdeen Group
United Kingdom
$48.7M -$10.1M -115,322 -17%
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$47.4M -$954K -10,926 -2%
EA
13
Emerald Advisers
Pennsylvania
$37.8M -$772K -8,845 -2%
Capital International Investors
14
Capital International Investors
California
$35M +$35M +400,900 New
MCA
15
Mendon Capital Advisors
Florida
$28.4M -$2.18M -25,000 -7%
Northern Trust
16
Northern Trust
Illinois
$27.9M -$229K -2,629 -0.8%
RCW
17
Rheos Capital Works
Japan
$26.6M +$19.9M +228,000 +296%
American Century Companies
18
American Century Companies
Missouri
$24.8M +$23.5M +268,880 +1,809%
EAM
19
Eventide Asset Management
Massachusetts
$23.2M +$630K +7,215 +3%
Goldman Sachs
20
Goldman Sachs
New York
$21.1M +$397K +4,543 +2%
Charles Schwab
21
Charles Schwab
California
$19.7M +$461K +5,283 +2%
Diamond Hill Capital Management
22
Diamond Hill Capital Management
Ohio
$17.2M – – –
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$15.1M -$866K -9,922 -5%
DC
24
Davenport & Co
Virginia
$14.5M -$3.49M -40,000 -19%
Artisan Partners
25
Artisan Partners
Wisconsin
$14.4M +$14.4M +164,589 New
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