We are live on
!
Find out more
Live Oak Bancshares
227 hedge funds and large institutions have $1.08B invested in Live Oak Bancshares in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 83 increasing their positions, 78 reducing their positions, and 25 closing their positions.
New
Increased
Maintained
Reduced
Closed
6% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 78
4% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 25
0.03% more ownership
Funds ownership: 71.13% → 71.16% (+0.03%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less funds holding
Funds holding: 228 → 227 (-1)
4% less capital invested
Capital invested by funds: $1.12B → $1.08B (-$41.6M)
Holders
227
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
83
Reduced
78
Closed
25
Calls
$2.64M
Puts
–
Net Calls
+$2.64M
Net Calls Change
+$2.36M
Top Buyers
| 1 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$44M |
| 2 |
RA
Royce & Associates
New York
|
+$12M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$6.25M |
| 4 |
WCM Investment Management
Laguna Beach,
California
|
+$5.66M |
| 5 |
Two Sigma Investments
New York
|
+$5.45M |
Top Sellers
| 1 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
-$43.3M |
| 2 |
BlackRock
New York
|
-$5.27M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$4.93M |
| 4 |
Millennium Management
New York
|
-$4.51M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$4.46M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SA
251
Strategic Advocates
Logan,
Utah
| – | -$69 | -2 | Closed |
|
252
Bessemer Group
Woodbridge,
New Jersey
| – | +$147 | +4 | New |
|