LOB Institutional Ownership
Live Oak Bancshares, Inc.
1W: -1.9%
1M: -5.6%
3M: -18.8%
YTD: -0.0%
1Y: +1.6%
3Y: +29.3%
5Y: -50.7%
$34.74
+0.06 (+0.17%)
Weekly Expected Move ±4.0%
$32
$34
$35
$37
$38
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — LOB
261
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
$1B
Total Invested
37
New Positions
85
Increased
86
Reduced
20
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (282 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price Investment Management, I | 6,471,452 | $225M | -18,649 | -0.3% | 17Q | SEC ↗ |
| 2 | BlackRock, Inc. | 3,515,856 | $122M | +82,957 | +2.4% | 8Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1,654,730 | $57M | +121,959 | +8.0% | 2Q | SEC ↗ |
| 4 | DIMENSIONAL FUND ADVISORS LP | 1,615,529 | $56M | +22,344 | +1.4% | 37Q | SEC ↗ |
| 5 | STATE STREET CORP | 1,367,619 | $48M | -69,696 | -4.8% | 44Q | SEC ↗ |
| 6 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1,360,091 | $47M | -261,812 | -16.1% | 14Q | SEC ↗ |
| 7 | GILDER GAGNON HOWE & CO LLC | 1,123,910 | $39M | -69,204 | -5.8% | 2Q | SEC ↗ |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 996,870 | $35M | +88,724 | +9.8% | 2Q | SEC ↗ |
| 9 | SOUTHERNSUN ASSET MANAGEMENT, LLC | 934,751 | $32M | -98,788 | -9.6% | 15Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 912,543 | $32M | +58,585 | +6.9% | 44Q | SEC ↗ |
| 11 | LOOMIS SAYLES & CO L P | 671,994 | $23M | -56,135 | -7.7% | 3Q | SEC ↗ |
| 12 | AMERICAN CENTURY COMPANIES INC | 667,556 | $23M | +485,769 | +267.2% | 15Q | SEC ↗ |
| 13 | ROYCE & ASSOCIATES LP | 646,091 | $22M | +72,241 | +12.6% | 3Q | SEC ↗ |
| 14 | ALGERT GLOBAL LLC | 586,166 | $20M | +223,487 | +61.6% | 20Q | SEC ↗ |
| 15 | WILLIAM BLAIR INVESTMENT MANAGEMENT, L | 569,233 | $20M | -153,664 | -21.3% | 3Q | SEC ↗ |
| 16 | FULLER & THALER ASSET MANAGEMENT, INC. | 554,642 | $19M | +239,814 | +76.2% | 32Q | SEC ↗ |
| 17 | TWO SIGMA INVESTMENTS, LP | 420,262 | $15M | -13,906 | -3.2% | 6Q | SEC ↗ |
| 18 | NORTHERN TRUST CORP | 320,783 | $11M | -3,604 | -1.1% | 44Q | SEC ↗ |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 299,270 | $10M | +8,636 | +3.0% | 15Q | SEC ↗ |
| 20 | Sixth Street Partners Management Compa NEW | 299,270 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 21 | RAYMOND JAMES FINANCIAL INC | 287,390 | $10M | +24,602 | +9.4% | 7Q | SEC ↗ |
| 22 | MANUFACTURERS LIFE INSURANCE COMPANY, | 283,133 | $10M | -2,000 | -0.7% | 30Q | SEC ↗ |
| 23 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 270,239 | $9M | +20,520 | +8.2% | 16Q | SEC ↗ |
| 24 | VANGUARD FIDUCIARY TRUST CO | 249,249 | $9M | +15,081 | +6.4% | 2Q | SEC ↗ |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 237,127 | $8M | -2,197 | -0.9% | 12Q | SEC ↗ |
| 26 | BANK OF AMERICA CORP /DE | 230,020 | $8M | +55,407 | +31.7% | 15Q | SEC ↗ |
| 27 | WHITTIER TRUST CO | 224,384 | $8M | -1,571 | -0.7% | 16Q | SEC ↗ |
| 28 | D. E. Shaw & Co., Inc. | 217,937 | $8M | -45,066 | -17.1% | 19Q | SEC ↗ |
| 29 | GOLDMAN SACHS GROUP INC | 203,445 | $7M | -115,555 | -36.2% | 15Q | SEC ↗ |
| 30 | MORGAN STANLEY | 188,571 | $7M | -33,154 | -15.0% | 44Q | SEC ↗ |
| 31 | Diamond Hill Capital Management, LLC ( | 179,294 | $6M | +9,714 | +5.7% | 27Q | SEC ↗ |
| 32 | Trust Co of the South | 167,500 | $6M | — | +0.0% | 11Q | SEC ↗ |
| 33 | UBS Group AG | 161,904 | $6M | +19,079 | +13.4% | 43Q | SEC ↗ |
| 34 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 154,378 | $5M | — | +0.0% | 11Q | SEC ↗ |
| 35 | RICE HALL JAMES & ASSOCIATES, LLC | 140,163 | $5M | -5,394 | -3.7% | 15Q | SEC ↗ |
| 36 | AQR CAPITAL MANAGEMENT LLC | 138,955 | $5M | +38,340 | +38.1% | 7Q | SEC ↗ |
| 37 | STATE OF WISCONSIN INVESTMENT BOARD | 138,919 | $5M | -13,033 | -8.6% | 5Q | SEC ↗ |
| 38 | Russell Investments Group, Ltd. | 137,581 | $5M | +37,008 | +36.8% | 35Q | SEC ↗ |
| 39 | Trexquant Investment LP | 127,605 | $4M | +60,432 | +90.0% | 9Q | SEC ↗ |
| 40 | Apollon Wealth Management, LLC NEW | 117,466 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 41 | WHITTIER TRUST CO OF NEVADA INC | 117,000 | $4M | -136 | -0.1% | 16Q | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 110,334 | $4M | +10,055 | +10.0% | 44Q | SEC ↗ |
| 43 | CITADEL ADVISORS LLC | 100,071 | $3M | +4,211 | +4.4% | 19Q | SEC ↗ |
| 44 | E. Ohman J:or Asset Management AB | 98,745 | $3M | — | +0.0% | 10Q | SEC ↗ |
| 45 | WELLS FARGO & COMPANY/MN | 95,789 | $3M | +4,876 | +5.4% | 44Q | SEC ↗ |
| 46 | DEUTSCHE BANK AG | 95,469 | $3M | +6,185 | +6.9% | 44Q | SEC ↗ |
| 47 | Lighthouse Investment Partners, LLC | 89,556 | $3M | +40,720 | +83.4% | 5Q | SEC ↗ |
| 48 | Empowered Funds, LLC | 89,193 | $3M | +5 | +0.0% | 6Q | SEC ↗ |
| 49 | FMR LLC | 85,379 | $3M | +55,650 | +187.2% | 27Q | SEC ↗ |
| 50 | AMERIPRISE FINANCIAL INC | 85,275 | $3M | -29,539 | -25.7% | 16Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 299,270 | $10M |
| Apollon Wealth Management, LLC | 117,466 | $4M |
| Man Group plc | 71,864 | $2M |
| Qube Research & Technologies Ltd | 66,187 | $2M |
| MARSHALL WACE, LLP | 44,516 | $2M |
| Walleye Capital LLC | 39,973 | $1M |
| Point72 Asset Management, L.P. | 38,616 | $1M |
| Jupiter Topco LLC | 14,061 | $488K |
| Callan Family Office, LLC | 13,080 | $454K |
| MIRABELLA FINANCIAL SERVICES LLP | 10,678 | $371K |
| Aigen Investment Management, LP | 9,668 | $336K |
| COMMONWEALTH EQUITY SERVICES, LLC | 7,941 | $276K |
| HSBC HOLDINGS PLC | 7,941 | $276K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 7,301 | $254K |
| Allegiance Financial Group Advisory | 6,307 | $219K |
| PRUDENTIAL FINANCIAL INC | 6,135 | $213K |
| Cerity Partners LLC | 5,928 | $206K |
| Pinnacle Financial Partners, Inc. | 5,500 | $191K |
| Tannin Capital LLC | 5,388 | $187K |
| PRINCIPAL SECURITIES, INC. | 5,280 | $183K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NewEdge Wealth, LLC | 1,259,422 | $44M |
| Motley Fool Wealth Management, LLC | 209,559 | $7M |
| Brevan Howard Capital Management LP | 125,000 | $4M |
| BOOTHBAY FUND MANAGEMENT, LLC | 67,117 | $2M |
| Verition Fund Management LLC | 60,921 | $2M |
| TUDOR INVESTMENT CORP ET AL | 53,137 | $2M |
| Curi Capital, LLC | 50,199 | $2M |
| MENDON CAPITAL ADVISORS CORP | 50,000 | $2M |
| Numerai GP LLC | 48,305 | $2M |
| Jump Financial, LLC | 32,826 | $1M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 32,226 | $1M |
| Susquehanna Portfolio Strategies, L | 29,767 | $1M |
| PMC FIG Opportunities LLC | 24,307 | $844K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 18,652 | $648K |
| EQUITABLE TRUST CO | 14,722 | $511K |
| Schonfeld Strategic Advisors LLC | 13,072 | $454K |
| Persistent Asset Partners Ltd | 9,595 | $333K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7,889 | $274K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM | 7,481 | $260K |
| PATRIOT INVESTMENT MANAGEMENT GROUP | 6,689 | $232K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | +485,769 | +267.2% | 667,556 |
| FULLER & THALER ASSET MANAGEMENT, I | +239,814 | +76.2% | 554,642 |
| ALGERT GLOBAL LLC | +223,487 | +61.6% | 586,166 |
| VANGUARD CAPITAL MANAGEMENT LLC | +121,959 | +8.0% | 1,654,730 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +88,724 | +9.8% | 996,870 |
| BlackRock, Inc. | +82,957 | +2.4% | 3,515,856 |
| ROYCE & ASSOCIATES LP | +72,241 | +12.6% | 646,091 |
| Trexquant Investment LP | +60,432 | +90.0% | 127,605 |
| GEODE CAPITAL MANAGEMENT, LLC | +58,585 | +6.9% | 912,543 |
| FMR LLC | +55,650 | +187.2% | 85,379 |
| BANK OF AMERICA CORP /DE | +55,407 | +31.7% | 230,020 |
| Lighthouse Investment Partners, LLC | +40,720 | +83.4% | 89,556 |
| AQR CAPITAL MANAGEMENT LLC | +38,340 | +38.1% | 138,955 |
| Russell Investments Group, Ltd. | +37,008 | +36.8% | 137,581 |
| RAYMOND JAMES FINANCIAL INC | +24,602 | +9.4% | 287,390 |
| DIMENSIONAL FUND ADVISORS LP | +22,344 | +1.4% | 1,615,529 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | +20,520 | +8.2% | 270,239 |
| UBS Group AG | +19,079 | +13.4% | 161,904 |
| BNP PARIBAS FINANCIAL MARKETS | +16,229 | +69.4% | 39,622 |
| HRT FINANCIAL LP | +16,090 | +60.8% | 42,533 |