LOB icon

Live Oak Bancshares
LOB

Overview Fund Activity

207 hedge funds and large institutions have $1.46B invested in Live Oak Bancshares in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 81 increasing their positions, 50 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-5
Holders Change %
-2.36%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
40
Increased
81
Reduced
50
Closed
42
Calls
$5.01M
Puts
$3.22M
Net Calls
+$1.79M
Net Calls Change
-$10.9M

Top Buyers

1
State Street
State Street
Massachusetts
$116M
2
Artisan Partners
Artisan Partners
Wisconsin
$46.4M
3
Aberdeen Group
Aberdeen Group
United Kingdom
$45.7M
4
Millennium Management
Millennium Management
New York
$20M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$25.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$47.1M
2
DCM
Driehaus Capital Management
Illinois
$21.9M
3
EAM
Eventide Asset Management
Massachusetts
$6.97M
4
AllianceBernstein
AllianceBernstein
Tennessee
$76.6M
5
E
Ergoteles
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$276M +$3.03M +59,597 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$120M +$782K +15,357 +0.7%
State Street
3
State Street
Massachusetts
$116M +$49.7M +976,101 +75%
BlackRock
4
BlackRock
New York
$112M +$8.27M +162,418 +8%
AllianceBernstein
5
AllianceBernstein
Tennessee
$76.6M -$5.58M -109,725 -7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$47.7M -$580K -11,401 -1%
Capital Research Global Investors
7
Capital Research Global Investors
California
$47.1M -$76.8M -1,509,371 -62%
Artisan Partners
8
Artisan Partners
Wisconsin
$46.4M +$38M +747,166 +454%
Aberdeen Group
9
Aberdeen Group
United Kingdom
$45.7M +$17.3M +339,834 +61%
Ameriprise
10
Ameriprise
Minnesota
$45.6M -$4.67M -91,902 -9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$29.5M +$779K +15,309 +3%
Diamond Hill Capital Management
12
Diamond Hill Capital Management
Ohio
$25.9M +$15.9M +312,054 +158%
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$25.4M -$2.19M -43,109 -8%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.1M +$216K +4,242 +0.9%
EA
15
Emerald Advisers
Pennsylvania
$23.7M +$1.66M +32,717 +8%
DCM
16
Driehaus Capital Management
Illinois
$21.9M -$21.8M -427,639 -50%
Capital International Investors
17
Capital International Investors
California
$20.4M – – –
Millennium Management
18
Millennium Management
New York
$20M +$16M +313,971 +400%
American Century Companies
19
American Century Companies
Missouri
$16.7M +$2.27M +44,552 +16%
RCW
20
Rheos Capital Works
Japan
$15.5M – – –
Northern Trust
21
Northern Trust
Illinois
$15.4M -$862K -16,941 -5%
MCA
22
Mendon Capital Advisors
Florida
$15.3M -$1.27M -25,000 -8%
Charles Schwab
23
Charles Schwab
California
$11.9M +$430K +8,455 +4%
DC
24
Davenport & Co
Virginia
$11.2M +$2.76M +54,156 +33%
Renaissance Technologies
25
Renaissance Technologies
New York
$11.1M +$8.17M +160,500 +278%
1
2 3 4 5