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Live Oak Bancshares
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Overview Fund Activity

207 hedge funds and large institutions have $917M invested in Live Oak Bancshares in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 91 increasing their positions, 59 reducing their positions, and 35 closing their positions.

Holders
207
Holders Change
-14
Holders Change %
-6.33%
% of All Funds
2.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
91
Reduced
59
Closed
35
Calls
–
Puts
$14K
Net Calls
-$14K
Net Calls Change
-$997K

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$56.1M
2
CP
2
CenterBook Partners
Connecticut
$10.6M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$9.67M
4
BFM
4
Boothbay Fund Management
New York
$4.72M
5
Goldman Sachs
5
Goldman Sachs
New York
$11.7M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Citigroup
2
Citigroup
New York
$1.44M
3
Jane Street
3
Jane Street
New York
$282K
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$27.3M
5
BCM
5
Bridgeway Capital Management
Texas
$3.61M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$194M 6,510,197 +25,673 +0.4%
BlackRock
2
BlackRock
New York
$81.3M 2,728,375 +26,617 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$80.1M 2,688,507 +30,770 +1%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$56.1M 1,880,972 +327,575 +21%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.9M 1,540,164 +112,819 +8%
State Street
6
State Street
Massachusetts
$38.8M 1,302,631 +35,201 +3%
Diamond Hill Capital Management
7
Diamond Hill Capital Management
Ohio
$27.3M 917,663 -149,228 -14%
SAM
8
Southernsun Asset Management
Tennessee
$26.8M 899,729 +27,795 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$24.4M 817,181 +22,230 +3%
Millennium Management
10
Millennium Management
New York
$19.1M 639,836 -48,049 -7%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$13.2M 442,173 +57,687 +15%
Goldman Sachs
12
Goldman Sachs
New York
$11.7M 391,276 +127,154 +48%
MFWM
13
Motley Fool Wealth Management
Virginia
$10.9M 366,608 +102,749 +39%
CP
14
CenterBook Partners
Connecticut
$10.6M 356,416 +182,851 +105%
TCOTS
15
Trust Company of the South
North Carolina
$9.83M 330,000 -600 -0.2%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$9.67M 324,348 +166,750 +106%
Northern Trust
17
Northern Trust
Illinois
$8.89M 298,297 -8,247 -3%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.8M 295,171 -3,602 -1%
NL
19
Nuveen LLC
North Carolina
$8.63M 289,458 -14,962 -5%
Charles Schwab
20
Charles Schwab
California
$8.54M 286,477 +5,602 +2%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$8.41M 282,350 +50,909 +22%
Citadel Advisors
22
Citadel Advisors
Florida
$7.64M 256,231 -55,510 -18%
Morgan Stanley
23
Morgan Stanley
New York
$6.85M 229,985 +61,059 +36%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$6.63M 222,493 -60,211 -21%
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$6.11M 205,164 -60,801 -23%
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